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Original filing (PDF)20250916111622NAL0004944786001
KELLER LOGISTICS GROUP, INC.
Form 5500
FILING_RECEIVED
THOMAS E. KELLER TRUCKING, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
750
Accounts w/ balance
741
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
18 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
- 67 bps in Schedule C fees — 132% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELLER LOGISTICS GROUP, INC..
Plan sponsor
Name
KELLER LOGISTICS GROUP, INC.
EIN
34-1942414
Address
1978 THOMAS E KELLER BLVD · DEFIANCE, OH · 43512
Phone
(419) 785-3235
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
2025-09-16
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
KATZ, SAPPER & MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS LLC | 83-4717882 | — | ADVISOR | $28K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $80K | — |
Investments
18 direct securities· $16.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $3.2M | 19.8% | |
| Vanguard Total Stock Market Index Admiral ** 1 Fidelity Advisor Total Bond Fund Class Z ** 183 Vanguard Total Bond Market Index Admiral | — | — | — | $2.7M | 17.1% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $2.0M | 12.3% | |
| Standard Stable Asset Fund A | — | — | — | $1.7M | 10.5% | |
| Vanguard Growth Index Admiral | — | — | — | $1.5M | 9.2% | |
| Vanguard Value Index Admiral | — | — | — | $1.3M | 7.9% | |
| Fidelity Balanced | — | — | — | $1.2M | 7.4% | |
| Vanguard Small Cap Index Admiral | — | — | — | $729K | 4.6% | |
| Vanguard Mid Cap Value Index Admiral | — | — | — | $513K | 3.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.25%-8.50%, with maturities through August 2034 0 | — | — | — | $416K | 2.6% | |
| Vanguard Mid Cap Growth Index Admiral | — | — | — | $343K | 2.1% | |
| Hood River Small-Cap Growth Fund Retirement Shares | — | — | — | $167K | 1.0% | |
| REGISTERED INVESTMENT COMPANIES Columbia Diversified Equity Income | — | — | — | $155K | 1.0% | |
| MFS Mid Cap Value R6 | — | — | — | $119K | 0.7% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $42K | 0.3% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $37K | 0.2% | |
| DFA US Targeted Value | — | — | — | $3K | <0.1% | |
| MFS Massachusetts Investors GR Stk R3 | — | — | — | $2K | <0.1% |