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Original filing (PDF)20250701150204NAL0006824195001
WARD TRANSPORT & LOGISTICS CORP.
Form 5500
FILING_RECEIVED
WARD TRANSPORT & LOGISTICS CORP. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,600
Accounts w/ balance
1,837
Plan assets (EOY)
$87.6M
Net assets (EOY)
$87.6M
How this plan invests
This plan
6 pooled trusts
Schedule D
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 33 bps in Schedule C fees — 107% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WARD TRANSPORT & LOGISTICS CORP..
Plan sponsor
Name
WARD TRANSPORT & LOGISTICS CORP.
EIN
23-1299361
Address
1436 WARD TRUCKING DRIVE · ALTOONA, PA · 16602
Phone
(814) 947-1212
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
2025-07-01
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
YOUNG OAKES BROWN AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $80K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $210K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YOUNG, OAKES, BROWN & CO. | 25-1589048 | — | ACCOUNTANT | $0 | — |
Investments
24 direct securities · 6 pooled funds· $99.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$87.6M
24 holdings
Pooled Separate Account
$7.5M
4 holdings
Common Collective Trust
$4.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | $0 | $15.9M | 18.2% | |
| Large Cap Value R1 Fund | — | — | $0 | $11.1M | 12.7% | |
| BlackRock Lfpth Ind Rtrmt K Fd | — | — | $0 | $9.4M | 10.7% | |
| BlackRock Lfpth Indx 2030 K Fd | — | — | $0 | $7.7M | 8.8% | |
| Pioneer Strategic Income K Fd | — | — | $0 | $5.0M | 5.8% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $5.0M | 5.8% | |
| Prin Blue Chip SA-Z | — | — | $0 | $4.8M | 5.5% | |
| BlackRock Lfpth Indx 2045 K Fd | — | — | $0 | $4.7M | 5.4% | |
| BlackRock Lfpth Indx 2040 K Fd | — | — | $0 | $4.6M | 5.3% | |
| Federate Herm Tot Ret Bd CIF P | — | — | $0 | $4.2M | 4.8% | |
| BlackRock Lfpth Indx 2035 K Fd | — | — | $0 | $4.2M | 4.8% | |
| Prin MidCap Sep Acct-Z | — | — | $0 | $3.1M | 3.5% | |
| Fidelity Mid Cp Index Fund | — | — | $0 | $2.9M | 3.3% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.9M | 3.3% | |
| BlackRock Lfpth Idx 2065 K Fd | — | — | $0 | $1.8M | 2.0% | |
| Prin Fixed Inc Guar Option | — | — | $0 | $1.4M | 1.6% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $1.4M | 1.6% | |
| FEDERATE HERM TOT RET BD CIF P GREAT GRAY TRUST COMPANY · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $1.3M | 1.5% | |
| BlackRock Lfpth Indx 2050 K Fd | — | — | $0 | $1.3M | 1.5% | |
| MFS Research Intl R6 Fund | — | — | $0 | $1.2M | 1.4% | |
| Prin Gl Real Est Sec SA-Z | — | — | $0 | $1.1M | 1.2% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $1.1M | 1.2% | |
| BlackRock Lfpth Indx 2055 K Fd | — | — | $0 | $1.0M | 1.2% | |
| Allspring Spec M Cap Val Inst | — | — | $0 | $944K | 1.1% | |
| BlackRock Lfpth Idx 2060 K Fd | — | — | $0 | $637K | 0.7% | |
| Principal Pension Builder(SM)Z | — | — | $0 | $269K | 0.3% | |
| American Funds NewWorld R6 | — | — | $0 | $199K | 0.2% | |
| Participant Loans | — | — | $0 | $58K | <0.1% | |
| Principal SmallCap Sep Acct-Z | — | — | $0 | $30K | <0.1% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $30K | <0.1% |