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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 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $9K | — |
Investments
19 direct securities· $4.3M(100% of reported assets)
Uncategorized
$4.3M
18 holdings
Mutual Funds
$9K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2055 K FUND 45,664 shares | — | — | $46K | $1.1M | 25.6% | |
| FIDELITY 500 INDEX FUND 3,112 shares | — | — | $3K | $635K | 14.8% | |
| BLACKROCK LIFEPATH INDEX 2045 K FUND 28,253 shares | — | — | $28K | $627K | 14.6% | |
| BLACKROCK LIFEPATH INDEX 2050 K FUND 23,329 shares | — | — | $23K | $542K | 12.6% | |
| BLACKROCK LIFEPATH INDEX 2060 K FUND 23,533 shares | — | — | $24K | $508K | 11.8% | |
| BLACKROCK LIFEPATH INDEX 2040 K FUND 13,270 shares | — | — | $13K | $271K | 6.3% | |
| BLACKROCK LIFEPATH INDEX 2065 K FUND 10,408 shares | — | — | $10K | $158K | 3.7% | |
| FIDELITY MID CAP INDEX FUND 3,264 shares | — | — | $3K | $110K | 2.6% | |
| BLACKROCK LIFEPATH INDEX 2035 K FUND 5,196 shares | — | — | $5K | $98K | 2.3% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT K FUND 6,538 shares | — | — | $7K | $90K | 2.1% | |
| through 2029 | — | — | — | $40K | 0.9% | |
| FIDELITY SMALL CAP INDEX FUND 1,112 shares | — | — | $1K | $31K | 0.7% | |
| Fixed Annuity * EI Fixed Account – Series Class I | — | — | — | $24K | 0.5% | |
| ISHARES MSCI EAFE INTERNATIONAL INDEX K FUND 1,401 shares | — | — | $1K | $21K | 0.5% | |
| FIDELITY INFLATION PROTECTED BOND INDEX FUND 1,805 shares | — | — | $2K | $16K | 0.4% | |
| ISHARES U.S. AGGREGATE BOND INDEX K FUND 1,373 shares | — | — | $1K | $12K | 0.3% | |
| BLACKROCK LIFEPATH INDEX 2030 K FUND 500 shares | Mutual Funds | — | — | $9K | 0.2% | |
| 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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