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Original filing (PDF)20250619192231NAL0001937843001
MARTIN TRANSPORTATION SYSTEMS, INC
Form 5500
FILING_RECEIVED
TRANSPORTATION AND LOGISTICS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,208
Accounts w/ balance
534
Plan assets (EOY)
$25.8M
Net assets (EOY)
$25.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARTIN TRANSPORTATION SYSTEMS, INC.
Plan sponsor
Name
MARTIN TRANSPORTATION SYSTEMS, INC
EIN
38-2842208
Address
7300 CLYDE PARK AVENUE SW · BYRON CENTER, MI · 49315
Phone
(616) 432-5513
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-19
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
D.K. WEISS, HOLT & ASSOCIATES, PLLC
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 | $13K | — |
Investments
31 direct securities · 1 pooled fund· $27.3M(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.
Uncategorized
$25.8M
31 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Am Fds 2030 Trgt Dte Rtm R6 Fd | — | — | — | $2.6M | 10.1% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | — | — | — | $2.2M | 8.5% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | — | — | — | $2.2M | 8.4% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | — | — | — | $1.9M | 7.3% | |
| Virtus Cer MC Val Eq R6 Fd | — | — | — | $1.5M | 5.9% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $1.5M | 5.9% | |
| DFA Emerging Markets I Fund | — | — | — | $1.3M | 4.9% | |
| JP Morgan Mid Cap Growth R6 Fd | — | — | — | $1.2M | 4.7% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | — | — | — | $1.1M | 4.2% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | — | — | — | $1.1M | 4.1% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | — | — | — | $1.0M | 4.0% | |
| Galliard Stable Return PN | — | — | — | $1.0M | 4.0% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | — | — | — | $1.0M | 4.0% | |
| American Funds SMCAP Wld R6 Fd | — | — | — | $997K | 3.9% | |
| American Fds WshMut Inv R6 Fd | — | — | — | $953K | 3.7% | |
| Participant Loans | — | — | — | $784K | 3.0% | |
| Amer Funds Amer Bal R6 Fd | — | — | — | $784K | 3.0% | |
| American Funds AMCAP R6 Fund | — | — | — | $686K | 2.7% | |
| Amer Fds Inc Fd of Amer R6 Fd | — | — | — | $646K | 2.5% | |
| Am Fds Grth Fd of Am R6 Fund | — | — | — | $489K | 1.9% | |
| Am Fnd Inv Com Of Am R6 Fund | — | — | — | $417K | 1.6% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | — | $398K | 1.5% | |
| Am FdCap Wld Gth and In R6 Fnd | — | — | — | $387K | 1.5% | |
| Am Fds Fndmtl Inv R6 Fund | — | — | — | $372K | 1.4% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | — | — | — | $340K | 1.3% | |
| American Funds NewPrsp R6 Fnd | — | — | — | $194K | 0.8% | |
| Allspring Dspd Small Cap R6 | — | — | — | $80K | 0.3% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | — | — | — | $52K | 0.2% | |
| Am Fds Am Hi-Inc Trs R6 Fund | — | — | — | $41K | 0.2% | |
| Am Fds Bd Fd of Am R6 Fd | — | — | — | $33K | 0.1% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | — | — | — | $32K | 0.1% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | — | — | — | $27K | 0.1% |
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