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Original filing (PDF)20250930140344NAL0005529827001
HOLT LOGISTICS CORP.
Form 5500
FILING_RECEIVED
HOLT LOGISTICS CORP. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
416
Accounts w/ balance
407
Plan assets (EOY)
$44.8M
Net assets (EOY)
$44.8M
How this plan invests
This plan
11 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLT LOGISTICS CORP..
Plan sponsor
Name
HOLT LOGISTICS CORP.
EIN
47-0853788
Address
101 S. KING STREET · GLOUCESTER CITY, NJ · 08030
Phone
(856) 742-3000
Industry
Professional & Technical Servicessee 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
2025-09-30
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
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $46K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
23 direct securities · 11 pooled funds· $44.8M(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
$39.6M
23 holdings
Common Collective Trust
$5.1M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company 500 Index Fund | — | — | — | $9.7M | 21.7% | |
| Vanguard Group, Inc. Vanguard Balanced Index Fund | — | — | — | $5.6M | 12.6% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2030 | — | — | — | $4.7M | 10.5% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2050 | — | — | — | $3.4M | 7.7% | |
| Fidelity Management Trust Company Mid Cap Index Fund | — | — | — | $3.0M | 6.6% | |
| J.P. Morgan JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $2.8M | 6.4% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2040 | — | — | — | $2.8M | 6.2% | |
| Fidelity Management Trust Company U.S. Bond Index | — | — | — | $1.8M | 4.1% | |
| METLIFE STABLE VAL J GREAT GRAY TRUST COMPANY, LLC · EIN 81-3301561 / PN 505 | Common Collective Trust | — | — | $1.6M | 3.7% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.5M | 3.4% | |
| Fidelity Management Trust Company Internation Index Fund | — | — | — | $1.1M | 2.4% | |
| Loomis Sayles Loomis Sayles Core Plus Bond Fund Class N | — | — | — | $931K | 2.1% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2020 | — | — | — | $891K | 2.0% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2060 | — | — | — | $577K | 1.3% | |
| Fidelity Management Trust Company Small Cap Index Fund | — | — | — | $540K | 1.2% | |
| Notes receivable from participants Interest rates at 4.25% - 9.50% | — | — | — | $518K | 1.2% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $500K | 1.1% | |
| EMERGING MKTS II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $403K | 0.9% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $309K | 0.7% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2045 | — | — | — | $295K | 0.7% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2055 | — | — | — | $276K | 0.6% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $244K | 0.5% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $191K | 0.4% | |
| SMALL CAP VAL III I1 GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $187K | 0.4% | |
| Vanguard Group, Inc. Vanguard Target Retirement Income Fund | — | — | — | $177K | 0.4% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $138K | 0.3% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2065 | — | — | — | $124K | 0.3% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2035 | — | — | — | $105K | 0.2% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2070 | — | — | — | $83K | 0.2% | |
| Vanguard Group, Inc. Vanguard Target Retirement 2025 | — | — | — | $42K | <0.1% | |
| First Eagle Investment Management First Eagle Global Fund Class R6 | — | — | — | $10K | <0.1% | |
| Fidelity Management Trust Company Government Money Market Fund | — | — | — | $3K | <0.1% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% | |
| GG MFS MID CP VAL 2W MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 015 | Common Collective Trust | — | — | $0 | <0.1% |
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