Back to filter
Original filing (PDF)20250805154336NAL0004831074001
FLOGISTIX, LP
Form 5500
FILING_RECEIVED
FLOGISTIX, LP 401(K) PLAN
401(k) retirement plan
Active participants
453
Accounts w/ balance
516
Plan assets (EOY)
$21.1M
Net assets (EOY)
$21.1M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 66 bps in Schedule C fees — 128% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLOGISTIX, LP.
Plan sponsor
Name
FLOGISTIX, LP
EIN
20-2249359
Address
6529 N CLASSEN BLVD · OKLAHOMA CITY, OK · 73116
Phone
(405) 536-0000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JOHNSON & SHELDON, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $86K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $41K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
Investments
26 direct securities· $20.2M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ( a ) similar party par or maturity value Fair Value American Funds American Funds 2045 Trgt Date Retire R6 | — | — | — | $3.1M | 14.8% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | — | — | — | $2.2M | 10.3% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | — | — | — | $2.0M | 9.5% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | — | — | — | $1.8M | 8.7% | |
| iShares S&P 500 Index K | — | — | — | $1.5M | 7.3% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | — | — | — | $1.4M | 6.6% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | — | — | — | $1.2M | 5.7% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | — | — | — | $1.1M | 5.4% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | — | — | — | $1.1M | 5.1% | |
| iShares MSCI EAFE International Index K | — | — | — | $770K | 3.7% | |
| ClearBridge Large Cap Growth IS | — | — | — | $590K | 2.8% | |
| American Funds American Funds 2015 Trgt Date Retire R6 | — | — | — | $545K | 2.6% | |
| iShares Russell Mid-Cap Index K | — | — | — | $518K | 2.5% | |
| American Funds American Funds 2020 Trgt Date Retire R6 | — | — | — | $494K | 2.3% | |
| PGIM Jennison Small Company R6 | — | — | — | $341K | 1.6% | |
| Columbia Balanced Instl 3 | — | — | — | $261K | 1.2% | |
| Allspring Special Small Cap Value R6 | — | — | — | $250K | 1.2% | |
| Columbia Income Builder Inst | — | — | — | $187K | 0.9% | |
| Meridian Funds MFS Growth Allocation R4 | — | — | — | $136K | 0.6% | |
| American Century American Century Inflation Adj Bond R6 | — | — | — | $121K | 0.6% | |
| Invesco Advisers, Inc. Invesco Diversified Devidend R6 | — | — | — | $118K | 0.6% | |
| Empower Key Guaranteed Portfolio Fund | — | — | — | $111K | 0.5% | |
| iShares U.S. Aggregate Bond Index K | — | — | — | $91K | 0.4% | |
| American Funds American Funds 2010 Trgt Date Retire R6 | — | — | — | $65K | 0.3% | |
| Metropolitan West TCW Metwest Total Return Bond Plan | — | — | — | $58K | 0.3% | |
| Western Asset Western Asset Core Bond IS | — | — | — | $8K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Manufacturing plans
FLOTEK INDUSTRIES, INC.
FLOTEK INDUSTRIES, INC. 401(K) PLAN
$19.1M · 137 participants
REID PETROLEUM CORPORATION
REID 401(K) PROFIT SHARING & RETIREMENT PLAN
$18.7M · 581 participants
NORTHLAND PRODUCTS COMPANY
NORTHLAND PRODUCTS COMPANY PROFIT SHARING PLAN
$23.6M · 71 participants
NEXGEN TEAM, LLC
NEXGEN TEAM, LLC 401(K) PLAN
$23.8M · 544 participants
BORUSAN MANNESMANN PIPE U.S., INC.
BORUSAN MANNESMANN 401(K) PLAN
$18.2M · 486 participants
HUDSON TANK TERMINALS CORP.
HUDSON TANK TERMINALS CORP. PROFIT SHARING PLAN
$17.3M · 9 participants
Large plans in Oklahoma
QUIKTRIP CORPORATION
QUIKTRIP CORPORATION RETIREMENT PLAN
$4.8B · 13,644 participants
THE WILLIAMS COMPANIES, INC.
THE WILLIAMS INVESTMENT PLUS PLAN
$2.0B · 5,692 participants
PIPELINE INDUSTRY PENSION FUND
PIPELINE INDUSTRY PENSION FUND
$1.7B · 2,034 participants
ONEOK, INC.
ONEOK, INC. 401(K) PLAN
$1.4B · 5,150 participants
THE WILLIAMS COMPANIES, INC.
WILLIAMS PENSION PLAN
$1.4B · 3,178 participants
THE WILLIAMS COMPANIES MASTER PENSION TRUST
THE WILLIAMS COMPANIES MASTER PENSION TRUST
$1.3B