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Original filing (PDF)20250915115643NAL0002919650001
STG LOGISTICS, INC.
Form 5500
FILING_RECEIVED
STG LOGISTICS RETIREMENT PLAN
401(k) retirement plan
Active participants
1,360
Accounts w/ balance
1,157
Plan assets (EOY)
$63.9M
Net assets (EOY)
$63.9M
How this plan invests
This plan
37 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
- 33 bps in Schedule C fees — 109% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STG LOGISTICS, INC..
Plan sponsor
Name
STG LOGISTICS, INC.
EIN
22-2607954
Address
5165 EMERALD PARKWAY, SUITE #300 · DUBLIN, OH · 43017
Phone
(716) 860-1966
Industry
Transportation & Warehousingsee 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
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $130K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADV | $84K | — |
Investments
37 direct securities· $63.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock LIFEPATH 2045 FUND | — | — | — | $7.7M | 12.0% | |
| Blackrock LIFEPATH 2035 K | — | — | — | $7.4M | 11.5% | |
| Blackrock LIFEPATH 2030 FUND | — | — | — | $6.3M | 9.8% | |
| Blackrock LIFEPATH 2040 FUND | — | — | — | $6.0M | 9.3% | |
| Blackrock LIFEPATH RET FUND K | — | — | — | $5.6M | 8.7% | |
| Blackrock LIFEPATH 2050 FUND | — | — | — | $4.7M | 7.4% | |
| Blackrock LIFEPATH 2055 FUND | — | — | — | $4.2M | 6.6% | |
| Vanguard 500 INDEX FUND - ADM | — | — | — | $3.0M | 4.7% | |
| Blackrock LIFEPATH 2060 K | — | — | — | $2.3M | 3.6% | |
| Reliance METLIFE REL ST VAL 25053 | — | — | — | $2.2M | 3.5% | |
| American Century AMERICAN CENTURY ULTRA - R6 | — | — | — | $2.1M | 3.3% | |
| Notes receivables 4.25% to 9.50%, maturity dates through February $-- | — | — | — | $1.6M | 2.5% | |
| American Funds AMERICAN FNDS FUNDAMENT INV R6 | — | — | — | $1.3M | 2.0% | |
| American Funds AMERICAN FUNDS WAMU - R6 | — | — | — | $1.1M | 1.7% | |
| American Funds AMER FUNDS NEW PERSP R6 | — | — | — | $695K | 1.1% | |
| Blackrock MIDCAP GROWTH EQ K | — | — | — | $691K | 1.1% | |
| Vanguard SMALL CAP INDEX ADMRL | — | — | — | $679K | 1.1% | |
| Vanguard MID CAP INDEX - ADM | — | — | — | $662K | 1.0% | |
| American Funds AMERFUNDS AMER BALANCED - R6 | — | — | — | $623K | 1.0% | |
| Vanguard LIFESTRATEGY MOD GROW | — | — | — | $607K | 0.9% | |
| Blackrock LIFEPATH 2065 K | — | — | — | $583K | 0.9% | |
| Vanguard TOT BND MKT IND - ADM | — | — | — | $523K | 0.8% | |
| Vanguard TOT INTL STK IND ADM | — | — | — | $509K | 0.8% | |
| American Century AMERICAN CENTURY MID CP VAL R6 | — | — | — | $422K | 0.7% | |
| American Funds AMERICAN FUNDS EUROPAC GRO - R6 | — | — | — | $414K | 0.6% | |
| American Century AMC SMALL CAP VALUE FUND - R6 | — | — | — | $338K | 0.5% | |
| Dimensional Fund DFA INFLATION PROT SEC INST | — | — | — | $270K | 0.4% | |
| Advisors Cohen & Steers COHEN & STEERS REAL EST SEC Z | — | — | — | $253K | 0.4% | |
| Vanguard VAN LS INCOME - INV | — | — | — | $219K | 0.3% | |
| Vanguard LIFESTRATEGY GROWTH | — | — | — | $212K | 0.3% | |
| Columbia SMALL CAP VALUE II3 | — | — | — | $200K | 0.3% | |
| Vanguard VAN LIFESTRAT CONSERV GR - INV | — | — | — | $200K | 0.3% | |
| Voya Financial VOYA INTERMEDIATE BOND R6 | — | — | — | $143K | 0.2% | |
| American Funds AMERICAN FUNDS NEW WORLD R6 | — | — | — | $119K | 0.2% | |
| John Hancock JH ESG LARGE CAP CORE R6 | — | — | — | $85K | 0.1% | |
| Lord Abbett LORD ABBETT BOND DEBENTURE R6 | — | — | — | $84K | 0.1% | |
| State Street STATE ST CASH SERIES US GOVT L | — | — | — | $4K | <0.1% |