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Original filing (PDF)20251002102127NAL0000245555001
MCCOLLISTER'S TRANSPORTATION SYSTEMS INC
Form 5500
FILING_RECEIVED
MCCOLLISTER'S TRANSPORTATION SYSTEMS, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
413
Accounts w/ balance
745
Plan assets (EOY)
$29.4M
Net assets (EOY)
$29.4M
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 (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCCOLLISTER'S TRANSPORTATION SYSTEMS INC.
Plan sponsor
Name
MCCOLLISTER'S TRANSPORTATION SYSTEMS INC
EIN
22-3621494
Address
P.O. BOX 9 · BURLINGTON, NJ · 08016
Phone
(609) 386-0600
Industry
Transportation & Warehousingsee all
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)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Fund Class K | — | — | — | $4.1M | 14.1% | |
| Fidelity Balanced Fund | — | — | — | $2.1M | 7.1% | |
| Fidelity Capital Appreciation Fund | — | — | — | $2.0M | 6.9% | |
| Fidelity Freedom 2040 Fund Class K | — | — | — | $2.0M | 6.7% | |
| Fidelity Freedom 2035 Fund Class K | — | — | — | $1.8M | 6.1% | |
| Fidelity Government Money Market Fund | — | — | — | $1.8M | 6.0% | |
| Fidelity Growth Company Fund | — | — | — | $1.7M | 5.9% | |
| Fidelity Dividend Growth Fund | — | — | — | $1.7M | 5.8% | |
| Fidelity Freedom 2025 Fund Class K | — | — | — | $1.6M | 5.4% | |
| Fidelity Contrafund | — | — | — | $1.4M | 4.9% | |
| Fidelity Freedom 2020 Fund Class K | — | — | — | $1.3M | 4.3% | |
| Fidelity Freedom 2045 Fund Class K | — | — | — | $1.2M | 3.9% | |
| Fidelity Freedom 2050 Fund Class K | — | — | — | $1.0M | 3.4% | |
| Fidelity 500 Index Fund | — | — | — | $660K | 2.2% | |
| Fidelity Freedom 2055 Fund Class K | — | — | — | $603K | 2.1% | |
| Baird Core Plus Bond Fund | — | — | — | $573K | 2.0% | |
| Fidelity Diversified International Fund | — | — | — | $540K | 1.8% | |
| Participant loans secured by participants' vested account $ -- | — | — | — | $529K | 1.8% | |
| Fidelity Freedom 2060 Fund Class K | — | — | — | $509K | 1.7% | |
| Janus Henderson Janus Henderson Enterprise Fund Class T | — | — | — | $471K | 1.6% | |
| Fidelity Freedom 2065 Fund Class K | — | — | — | $234K | 0.8% | |
| Fidelity US Bond Index Fund | — | — | — | $229K | 0.8% | |
| Victory Diversified Stock Fund Class A | — | — | — | $217K | 0.7% | |
| Fidelity Low-Priced Stock Fund | — | — | — | $206K | 0.7% | |
| Fidelity BrokerageLink Various | — | — | — | $176K | 0.6% | |
| Fidelity International Small Cap Stock Fund | — | — | — | $165K | 0.6% | |
| Fidelity Extended Market Index Fund | — | — | — | $136K | 0.5% | |
| Eaton Vance Eaton Vance Large-Cap Value Fund Class A | — | — | — | $109K | 0.4% | |
| Fidelity Real Estate Investment Portfolio | — | — | — | $89K | 0.3% | |
| Principal SmallCap Fund Institutional Class | — | — | — | $86K | 0.3% | |
| Fidelity Freedom 2010 Fund Class K | — | — | — | $84K | 0.3% | |
| Artisan Mid Cap Value Fund Investor Class | — | — | — | $64K | 0.2% | |
| Fidelity Freedom 2015 Fund Class K | — | — | — | $27K | <0.1% | |
| Fidelity Freedom Income Fund Class K | — | — | — | $20K | <0.1% | |
| Fidelity Freedom 2070 Fund Class K | — | — | — | $2K | <0.1% |
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