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Original filing (PDF)20251015121352NAL0002386915001
PROSPECT TRANSPORTATION
Form 5500
FILING_RECEIVED
PROSPECT TRANSPORTATION 401(K)
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
156
Accounts w/ balance
126
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FIDELITY BLUE CHIP GROWTH FUND" is 25% of plan.
- 52 bps in Schedule C fees — 79% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROSPECT TRANSPORTATION.
Plan sponsor
Name
PROSPECT TRANSPORTATION
EIN
22-2725070
Address
630 INDUSTRIAL ROAD · CARLSTADT, NJ · 07072
Phone
(201) 933-9999
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
2025-10-15
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
NISIVOCCIA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC | 41-1416330 | — | INVESTMENT/FINANCIAL ADVI | $71K | — |
Investments
24 direct securities· $13.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY BLUE CHIP GROWTH FUND | Registered Investment Companies | — | — | $3.4M | 24.7% | |
| BLACKROCK EQ DIV - INSTL | Registered Investment Companies | — | — | $1.6M | 11.4% | |
| PIMCO DIVERSIFIED INCOME I2 | Registered Investment Companies | — | — | $958K | 7.0% | |
| JPMORGAN VALUE ADVANTAGE R5 | Registered Investment Companies | — | — | $934K | 6.9% | |
| MFS INTL INTRINSIC VALUE - R4 | Registered Investment Companies | — | — | $806K | 5.9% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $802K | 5.9% | |
| AB DISCOVERY GROWTH I | Registered Investment Companies | — | — | $766K | 5.6% | |
| T ROWE PRICE US TREA MONEY | Registered Investment Companies | — | — | $675K | 5.0% | |
| MACQUARIE SMALL CAP VALUE INST | Registered Investment Companies | — | — | $662K | 4.9% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $653K | 4.8% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $635K | 4.7% | |
| BLK LOW DUR BND PORT - INST | Registered Investment Companies | — | — | $271K | 2.0% | |
| TROWEPRICE RETIREMENT 2025 INV | Registered Investment Companies | — | — | $229K | 1.7% | |
| ALLSPRING PRECIOUS METALS ADM | Registered Investment Companies | — | — | $204K | 1.5% | |
| MFS NEW DISCOVERY - R3 | Registered Investment Companies | — | — | $173K | 1.3% | |
| WESTERN ASSET CORE BD I | Registered Investment Companies | — | — | $162K | 1.2% | |
| LORD ABBETT SH DUR INC I | Registered Investment Companies | — | — | $155K | 1.1% | |
| MFS MID CAP VALUE R4 | Registered Investment Companies | — | — | $135K | 1.0% | |
| THORNBURG DEVELOPING WORLD R5 | Registered Investment Companies | — | — | $100K | 0.7% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $81K | 0.6% | |
| LORD ABBETT CONVERTIBLE I | Registered Investment Companies | — | — | $79K | 0.6% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $13K | <0.1% | |
| TROWEPRICE RETIREMENT 2015 INV | Registered Investment Companies | — | — | $11K | <0.1% | |
| FIRST EAGLE GLOBAL R6 | Registered Investment Companies | — | — | $9K | <0.1% |
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