How big is States Logistics Services, Inc.'s plan?

States Logistics Services, Inc.'s plan reported $17.5M in assets and 749 participants for 2024.

Original filing (PDF)20251014134327NAL0001478963001

States Logistics Services, Inc.

Name: States Logistics Services, Inc. — States Logistics, Form 5500 (2024)
Creator: States Logistics Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

States Logistics 401(k) Plan

401(k) retirement plan · States Logistics Services, Inc.'s States Logistics 401(k) Plan held $17.5M in plan assets for 749 participants in 2024, with Empower as recordkeeper.

Active participants

749

Accounts w/ balance

819

Plan assets (EOY)

$17.5M

Net assets (EOY)

$17.5M

People on this filing

Jennifer Monson signed States Logistics Services, Inc.'s 2024 Form 5500 as plan administrator.

Jennifer Monson — 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

States Logistics Services, Inc.'s EIN is 33-0782803.

EIN 33-0782803

Plan number 001

Plan year 2024

ACK ID 20251014134327NAL0001478963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for States Logistics Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

States Logistics Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STATES LOGISTICS SERVICES, INC..

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (11th percentile).
Bottom-decile employer contributions per participant (9th percentile).

Plan sponsor

Name

STATES LOGISTICS SERVICES, INC.

EIN

all filings

Address

5650 DOLLY AVENUE · BUENA PARK, CA · 90621

Phone

(714) 367-8222

Industry

Transportation & Warehousing

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

2025-10-14

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)

3F · Sponsor used leased employees

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$77K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH

Investments

27 direct securities· $17.5M(100% of reported assets)

Common Collective Trusts

$14.3M

9 holdings

Other securities

$1.4M

9 holdings

Mutual Funds

$859K

7 holdings

Bonds / Notes

$779K

1 holding

U.S. Treasuries

$193K

1 holding

					% of plan
Indexselect Moderate 2035 Fund Cl I Collective trust	Common Collective Trusts	—	—	$4.2M	23.8%
Indexselect Moderate Retire Fund Cl I Collective trust	Common Collective Trusts	—	—	$3.6M	20.6%
Indexselect Moderate 2045 Fund Cl I Collective trust	Common Collective Trusts	—	—	$2.7M	15.6%
iShares S&P 500 Index K Mutual Fund	Common Collective Trusts	—	—	$1.8M	10.1%
Indexselect Moderate 2055 Fund Cl I Collective trust	Common Collective Trusts	—	—	$1.6M	8.9%
Notes receivable from participants 4.25% - 9.50%	Bonds / Notes	—	—	$779K	4.4%
Key Guaranteed Portfolio Fund Unallocated contract	Other securities	—	—	$586K	3.3%
iShares Russell 2000 Small-Cap Index K Mutual Fund	Common Collective Trusts	—	—	$464K	2.6%
iShares MSCI EAFE International Index K Mutual Fund	Other securities	—	—	$386K	2.2%
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$257K	1.5%
American Funds Europacific Gr R6 Mutual Fund	Mutual Funds	—	—	$211K	1.2%
JPMorgan Government Bond R6 Mutual Fund	U.S. Treasuries	—	—	$193K	1.1%
American Funds Capital Inc Bldr R6 Mutual Fund	Mutual Funds	—	—	$189K	1.1%
Eaton Vance Atlanta Capital Smid-Cap R6 Mutual Fund	Other securities	—	—	$146K	0.8%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$97K	0.6%
Allspring Special Mid-Cap Value R6 Mutual Fund	Other securities	—	—	$68K	0.4%
Pioneer Strategic Income K Mutual Fund	Other securities	—	—	$61K	0.3%
Columbia Dividend Income Instl 3 Mutual Fund	Other securities	—	—	$52K	0.3%
TCW Total Return Bond I Mutual Fund	Other securities	—	—	$47K	0.3%
American Funds Amcap R6 Mutual Fund	Mutual Funds	—	—	$42K	0.2%
Invesco Main Street Mid-Cap R6 Mutual Fund	Mutual Funds	—	—	$37K	0.2%
Franklin Income R6 Mutual Fund	Mutual Funds	—	—	$25K	0.1%
Allspring Special Small-Cap Value R6 Mutual Fund	Other securities	—	—	$23K	0.1%
Clearbridge Small-Cap I Mutual Fund	Other securities	—	—	$18K	0.1%
Indexselect Aggressive 2055 Fund Cl I Collective trust	Common Collective Trusts	—	—	$6K	<0.1%
Indexselect Aggressive 2045 Fund Cl I Collective trust	Common Collective Trusts	—	—	$4K	<0.1%
Indexselect Aggressive 2035 Fund CI I Collective trust	Common Collective Trusts	—	—	$2K	<0.1%