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Original filing (PDF)20260313152837NAL0007753217001
STANDARD FORWARDING LLC
Form 5500
FILING_RECEIVED
STANDARD FORWARDING LLC UNION EMPLOYEES 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 3
Late filing · 3.9 mo56% in single holdingNo recordkeeper disclosed
Active participants
452
Accounts w/ balance
94
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
84
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- Filed 3.9 months past the 10.5-month grace window.
- Top holding "s Allspring Spectrum Aggressive Growth Fund" is 56% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 21% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANDARD FORWARDING LLC.
Plan sponsor
Name
STANDARD FORWARDING LLC
EIN
27-1883111
Address
2925 MORTON DRIVE · EAST MOLINE, IL · 61244
Phone
(309) 755-4504
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-03-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $640 | — |
Investments
2 direct securities · 1 pooled fund· $5.6M(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.
Mutual Funds
$3.1M
1 holding
Common Collective Trust
$2.0M
1 holding
Uncategorized
$455K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Allspring Spectrum Aggressive Growth Fund | Mutual Funds | — | — | $3.1M | 56.4% | |
| GALLIARD STABLE RETURN PN60 SEI TRUST COMPANY · EIN 52-2251407 / PN 001 | Common Collective Trust | — | — | $2.0M | 35.3% | |
| Allspring Spectrum Moderate Growth Fund | — | — | — | $455K | 8.2% |
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