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Original filing (PDF)20251006132934NAL0002095011001

3PL CENTRAL, LLC

Form 5500
FILING_RECEIVED
3PL CENTRAL 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
144
Accounts w/ balance
147
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "BLACKROCK LIFEPATH INDEX 2055 K FUND 45,664 shares" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 3PL CENTRAL, LLC.
Plan sponsor
Name
3PL CENTRAL, LLC
EIN
20-8830242
Address
100 N PACIFIC COAST HWY SUITE 1100 · EL SEGUNDO, CA · 90245
Phone
(888) 375-2368
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-06
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)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUITY INS CO OF AMERICAGREENWOOD VILLAGE, CORECORDKEEPER$17K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
MORGAN STANLEYNEW YORK, NYINVESTMENT ADVISOR$9K

Investments

19 direct securities· $4.3M(100% of reported assets)
Uncategorized
$4.3M
18 holdings
Mutual Funds
$9K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
BLACKROCK LIFEPATH INDEX 2055 K FUND 45,664 shares$46K$1.1M25.6%
FIDELITY 500 INDEX FUND 3,112 shares$3K$635K14.8%
BLACKROCK LIFEPATH INDEX 2045 K FUND 28,253 shares$28K$627K14.6%
BLACKROCK LIFEPATH INDEX 2050 K FUND 23,329 shares$23K$542K12.6%
BLACKROCK LIFEPATH INDEX 2060 K FUND 23,533 shares$24K$508K11.8%
BLACKROCK LIFEPATH INDEX 2040 K FUND 13,270 shares$13K$271K6.3%
BLACKROCK LIFEPATH INDEX 2065 K FUND 10,408 shares$10K$158K3.7%
FIDELITY MID CAP INDEX FUND 3,264 shares$3K$110K2.6%
BLACKROCK LIFEPATH INDEX 2035 K FUND 5,196 shares$5K$98K2.3%
BLACKROCK LIFEPATH INDEX RETIREMENT K FUND 6,538 shares$7K$90K2.1%
through 2029$40K0.9%
FIDELITY SMALL CAP INDEX FUND 1,112 shares$1K$31K0.7%
Fixed Annuity * EI Fixed Account – Series Class I$24K0.5%
ISHARES MSCI EAFE INTERNATIONAL INDEX K FUND 1,401 shares$1K$21K0.5%
FIDELITY INFLATION PROTECTED BOND INDEX FUND 1,805 shares$2K$16K0.4%
ISHARES U.S. AGGREGATE BOND INDEX K FUND 1,373 shares$1K$12K0.3%
BLACKROCK LIFEPATH INDEX 2030 K FUND 500 shares
Mutual Funds
$9K0.2%
FIDELITY EMERGING MARKETS INDEX FUND 394 shares$4K<0.1%
ISHARES DEVELOPED REAL ESTATE INDEX K FUND 513 shares$4K<0.1%

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