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Original filing (PDF)20250926141558NAL0008640625001
CBSL TRANSPORTATION SERVICES INC.
Form 5500
FILING_RECEIVED
CBSL TRANSPORTATION SERVICES INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
225
Accounts w/ balance
320
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
How this plan invests
This plan
33 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
87
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "VOYA Retirement Insurance and Annuity Company Voya Russell Large Cap Growth Index Portfolio" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CBSL TRANSPORTATION SERVICES INC..
Plan sponsor
Name
CBSL TRANSPORTATION SERVICES INC.
EIN
36-3032275
Address
4750 SOUTH MERRIMAC AVENUE · CHICAGO, IL · 60638
Phone
(708) 496-1100
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
2025-09-26
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)
Audit & trust (Schedule H)
Auditor
CASSELL PLAN AUDITS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCP RETIREMENT SERVICES LLC | — | CHICAGO, IL | THIRD PARTY ADMINISTRATOR | $0 | — |
Investments
33 direct securities· $13.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA Retirement Insurance and Annuity Company Voya Russell Large Cap Growth Index Portfolio | — | — | — | $3.4M | 25.3% | |
| VOYA Retirement Insurance and Annuity Company Voya U.S. Stock Index Portfolio | — | — | — | $2.7M | 20.0% | |
| VOYA Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $895K | 6.6% | |
| VOYA Retirement Insurance and Annuity Company American Funds American Balanced Fund | — | — | — | $847K | 6.2% | |
| VOYA Retirement Insurance and Annuity Company Voya Russell Mid Cap Index Portfolio | — | — | — | $604K | 4.4% | |
| VOYA Retirement Insurance and Annuity Company T. Rowe Price Retirement 2040 Fund | — | — | — | $544K | 4.0% | |
| VOYA Retirement Insurance and Annuity Company T. Rowe Price Retirement 2030 Fund | — | — | — | $485K | 3.6% | |
| Participants Notes receivable from participants (interest rates | — | — | — | $444K | 3.3% | |
| VOYA Retirement Insurance and Annuity Company T. Rowe Price Retirement 2050 Fund | — | — | — | $436K | 3.2% | |
| VOYA Retirement Insurance and Annuity Company T. Rowe Price Retirement 2045 Fund | — | — | — | $397K | 2.9% | |
| VOYA Retirement Insurance and Annuity Company Voya Russell Small Cap Index Portfolio | — | — | — | $396K | 2.9% | |
| VOYA Retirement Insurance and Annuity Company T. Rowe Price Retirement 2035 Fund | — | — | — | $318K | 2.3% | |
| VOYA Retirement Insurance and Annuity Company T. Rowe Price Retirement 2055 Fund | — | — | — | $312K | 2.3% | |
| VOYA Retirement Insurance and Annuity Company T. Rowe Price Retirement 2025 Fund | — | — | — | $273K | 2.0% | |
| VOYA Retirement Insurance and Annuity Company Voya Intermediate Bond Fund | — | — | — | $244K | 1.8% | |
| VOYA Retirement Insurance and Annuity Company T. Rowe Price Retirement 2060 Fund | — | — | — | $193K | 1.4% | |
| VOYA Retirement Insurance and Annuity Company MFS International Intrinsic Value Fund | — | — | — | $161K | 1.2% | |
| VOYA Retirement Insurance and Annuity Company T. Rowe Price Retirement 2020 Fund | — | — | — | $149K | 1.1% | |
| VOYA Retirement Insurance and Annuity Company American Funds New Perspective Fund | — | — | — | $114K | 0.8% | |
| VOYA Retirement Insurance and Annuity Company Dodge & Cox Stock Fund | — | — | — | $111K | 0.8% | |
| VOYA Retirement Insurance and Annuity Company T. Rowe Price Retirement 2065 Fund | — | — | — | $60K | 0.4% | |
| VOYA Retirement Insurance and Annuity Company American Funds New World Fund | — | — | — | $52K | 0.4% | |
| VOYA Retirement Insurance and Annuity Company T. Rowe Price Retirement 2005 Fund | — | — | — | $44K | 0.3% | |
| VOYA Retirement Insurance and Annuity Company Cohen & Steers Real Estate Securities Fund | — | — | — | $25K | 0.2% | |
| VOYA Retirement Insurance and Annuity Company Voya American Century Small Mid-Cap Value | — | — | — | $18K | 0.1% | |
| VOYA Retirement Insurance and Annuity Company PIMCO Real Return Fund | — | — | — | $14K | 0.1% | |
| VOYA Retirement Insurance and Annuity Company T. Rowe Price Retirement 2010 Fund | — | — | — | $12K | <0.1% | |
| VOYA Retirement Insurance and Annuity Company PIMCO Income Fund | — | — | — | $8K | <0.1% | |
| VOYA Retirement Insurance and Annuity Company Voya High Yield Portfolio | — | — | — | $5K | <0.1% | |
| VOYA Retirement Insurance and Annuity Company Voya Mid Cap Opportunities Portfolio | — | — | — | $5K | <0.1% | |
| VOYA Retirement Insurance and Annuity Company Macquarie Small Cap Value Fund | — | — | — | $5K | <0.1% | |
| Portfolio * VOYA Retirement Insurance and Annuity Company Voya Government Money Market Fund | — | — | — | $4K | <0.1% | |
| VOYA Retirement Insurance and Annuity Company AB Small Cap Growth Portfolio | — | — | — | $4K | <0.1% |