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Original filing (PDF)20251011060314NAL0004636035001
PATSON, INC. DBA TRANSCHICAGO
Form 5500
FILING_RECEIVED
PATSON DBA TRANSCHICAGO TRUCK GROUP 401(K) PLAN
401(k) retirement plan
Active participants
380
Accounts w/ balance
401
Plan assets (EOY)
$17.6M
Net assets (EOY)
$17.6M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — 119% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PATSON, INC. DBA TRANSCHICAGO.
Plan sponsor
Name
PATSON, INC. DBA TRANSCHICAGO
EIN
36-3198663
Address
776 N YORK · ELMHURST, IL · 60126
Phone
(630) 279-0600
Industry
Wholesale Tradesee 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
2025-10-11
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $66K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $45K | — |
Investments
29 direct securities· $17.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $3.4M | 19.4% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.8M | 10.1% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $946K | 5.4% | |
| JPMORGAN MID CAP VALUE FUND R6 | Registered Investment Companies | — | — | $777K | 4.4% | |
| JPM SMARTRETIREMENT 2055 R6 | Registered Investment Companies | — | — | $764K | 4.4% | |
| JPM SMART RET BLEND 2045 R6 | Registered Investment Companies | — | — | $733K | 4.2% | |
| LORD ABBETT INCOME FUND R6 | Registered Investment Companies | — | — | $724K | 4.1% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $712K | 4.1% | |
| JPM SMARTRETIREMENT 2050 R6 | Registered Investment Companies | — | — | $698K | 4.0% | |
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $672K | 3.8% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $643K | 3.7% | |
| FRANKLIN RISING DIVIDENDS R6 | Registered Investment Companies | — | — | $640K | 3.6% | |
| JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $631K | 3.6% | |
| JPM SMARTRRT 2060 - R6 | Registered Investment Companies | — | — | $608K | 3.5% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $591K | 3.4% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $547K | 3.1% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $418K | 2.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $378K | 2.2% | |
| JPM SMARTRETIREMENT 2035 R6 | Registered Investment Companies | — | — | $375K | 2.1% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $199K | 1.1% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $189K | 1.1% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $186K | 1.1% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $183K | 1.0% | |
| JPM SMARTRETIREMENT 2025 R6 | Registered Investment Companies | — | — | $182K | 1.0% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $81K | 0.5% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $53K | 0.3% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $28K | 0.2% | |
| JPM SMARTRETIREMENT INCOME R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| TEMPLETON GLOBAL BOND FUND R6 | Registered Investment Companies | — | — | $3K | <0.1% |
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