How big is McCollister's Transportation Systems Inc.'s plan?

McCollister's Transportation Systems Inc.'s plan reported $29.4M in assets and 413 participants for 2024.

Original filing (PDF)20251002102127NAL0000245555001

McCollister's Transportation Systems Inc.

Name: McCollister's Transportation Systems Inc. — Form 5500 Plan 003 (2024)
Creator: McCollister's Transportation Systems Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

McCollister's Transportation Systems, Inc. 401(k) Savings Plan

401(k) retirement plan · McCollister's Transportation Systems Inc.'s McCollister's Transportation Systems, Inc. 401(k) Savings Plan held $29.4M in plan assets for 413 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureLate participant contributions

Active participants

413

Accounts w/ balance

745

Plan assets (EOY)

$29.4M

Net assets (EOY)

$29.4M

People on this filing

Peter Bergin signed McCollister's Transportation Systems Inc.'s 2024 Form 5500 as plan administrator.

Peter Bergin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

McCollister's Transportation Systems Inc.'s EIN is 22-3621494.

EIN 22-3621494

Plan number 003

Plan year 2024

ACK ID 20251002102127NAL0000245555001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McCollister's Transportation Systems Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McCollister's Transportation Systems Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCOLLISTER'S TRANSPORTATION SYSTEMS INC.

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Delinquent participant contributions reported (Schedule H 4a) — 340K (21% of contributions).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

MCCOLLISTER'S TRANSPORTATION SYSTEMS INC

EIN

all filings

Address

P.O. BOX 9 · BURLINGTON, NJ · 08016

Phone

(609) 386-0600

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$15K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$7K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

35 direct securities· $29.4M(100% of reported assets)

Mutual Funds

$26.8M

26 holdings

Other securities

$1.0M

5 holdings

Common Collective Trusts

$1.0M

3 holdings

Participant loans

$529K

1 holding

					% of plan
Fidelity Freedom 2030 Fund Class K	Mutual Funds	—	—	$4.1M	14.1%
Fidelity Balanced Fund	Mutual Funds	—	—	$2.1M	7.1%
Fidelity Capital Appreciation Fund	Mutual Funds	—	—	$2.0M	6.9%
Fidelity Freedom 2040 Fund Class K	Mutual Funds	—	—	$2.0M	6.7%
Fidelity Freedom 2035 Fund Class K	Mutual Funds	—	—	$1.8M	6.1%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$1.8M	6.0%
Fidelity Growth Company Fund	Mutual Funds	—	—	$1.7M	5.9%
Fidelity Dividend Growth Fund	Mutual Funds	—	—	$1.7M	5.8%
Fidelity Freedom 2025 Fund Class K	Mutual Funds	—	—	$1.6M	5.4%
Fidelity Contrafund	Mutual Funds	—	—	$1.4M	4.9%
Fidelity Freedom 2020 Fund Class K	Mutual Funds	—	—	$1.3M	4.3%
Fidelity Freedom 2045 Fund Class K	Mutual Funds	—	—	$1.2M	3.9%
Fidelity Freedom 2050 Fund Class K	Mutual Funds	—	—	$1.0M	3.4%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$660K	2.2%
Fidelity Freedom 2055 Fund Class K	Mutual Funds	—	—	$603K	2.1%
Baird Core Plus Bond Fund	Other securities	—	—	$573K	2.0%
Fidelity Diversified International Fund	Mutual Funds	—	—	$540K	1.8%
Participant loans secured by participants' vested account $ --	Participant loans	—	—	$529K	1.8%
Fidelity Freedom 2060 Fund Class K	Mutual Funds	—	—	$509K	1.7%
Janus Henderson Janus Henderson Enterprise Fund Class T	Mutual Funds	—	—	$471K	1.6%
Fidelity Freedom 2065 Fund Class K	Mutual Funds	—	—	$234K	0.8%
Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$229K	0.8%
Victory Diversified Stock Fund Class A	Other securities	—	—	$217K	0.7%
Fidelity Low-Priced Stock Fund	Mutual Funds	—	—	$206K	0.7%
Fidelity BrokerageLink Various	Mutual Funds	—	—	$176K	0.6%
Fidelity International Small Cap Stock Fund	Mutual Funds	—	—	$165K	0.6%
Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$136K	0.5%
Eaton Vance Eaton Vance Large-Cap Value Fund Class A	Other securities	—	—	$109K	0.4%
Fidelity Real Estate Investment Portfolio	Mutual Funds	—	—	$89K	0.3%
Principal SmallCap Fund Institutional Class	Other securities	—	—	$86K	0.3%
Fidelity Freedom 2010 Fund Class K	Mutual Funds	—	—	$84K	0.3%
Artisan Mid Cap Value Fund Investor Class	Other securities	—	—	$64K	0.2%
Fidelity Freedom 2015 Fund Class K	Mutual Funds	—	—	$27K	<0.1%
Fidelity Freedom Income Fund Class K	Mutual Funds	—	—	$20K	<0.1%
Fidelity Freedom 2070 Fund Class K	Mutual Funds	—	—	$2K	<0.1%