How big is System Logistics Corporation's plan?

System Logistics Corporation's plan reported $7.7M in assets and 232 participants for 2024.

Original filing (PDF)20251015123841NAL0004866001001

System Logistics Corporation

Name: System Logistics Corporation — System Logistics, Form 5500 (2024)
Creator: System Logistics Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

System Logistics Corporation 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · System Logistics Corporation's System Logistics Corporation 401(k) Profit Sharing Plan & Trust held $7.7M in plan assets for 232 participants in 2024.

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

232

Accounts w/ balance

205

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

ERIN Carter signed System Logistics Corporation's 2024 Form 5500 as plan administrator.

ERIN Carter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

System Logistics Corporation's EIN is 47-5663276.

EIN 47-5663276

Plan number 001

Plan year 2024

ACK ID 20251015123841NAL0004866001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for System Logistics Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

System Logistics Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SYSTEM LOGISTICS CORPORATION.

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How this plan invests

This plan

1 pooled trust

Schedule D

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.

Plan sponsor

Name

SYSTEM LOGISTICS CORPORATION

EIN

all filings

Address

115 VISTA BLVD · ARDEN, NC · 287049457

Phone

(828) 654-7500

Industry

Manufacturing

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EXCEL WEALTH MANAGEMENT, LLC	81-2780637	MANCHESTER, CT	ADVISOR	$24K	—

Investments

24 direct securities · 1 pooled fund· $7.7M(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.

Other securities

$4.8M

10 holdings

Common Collective Trusts

$2.6M

13 holdings

Participant loans

$191K

1 holding

Common Collective Trust

$117K

1 holding

					% of plan
State Street Equity 500 Index Fund Class K Mutual Funds	Common Collective Trusts	—	—	$944K	12.3%
State Street Target Retirement 2045 Fund Class K Mutual Funds	Other securities	—	—	$753K	9.8%
State Street Target Retirement 2035 Fund Class K Mutual Funds	Other securities	—	—	$655K	8.5%
State Street Target Retirement 2025 Fund Class K Mutual Funds	Other securities	—	—	$591K	7.7%
State Street Target Retirement 2040 Fund Class K Mutual Funds	Other securities	—	—	$586K	7.6%
State Street Target Retirement 2055 Fund Class K Mutual Funds	Other securities	—	—	$549K	7.1%
State Street Target Retirement 2050 Fund Class K Mutual Funds	Other securities	—	—	$512K	6.7%
State Street Target Retirement 2030 Fund Class K Mutual Funds	Other securities	—	—	$494K	6.4%
Fidelity Mid Cap Index Fund Mutual Funds	Common Collective Trusts	—	—	$470K	6.1%
State Street Target Retirement 2060 Fund Class K Mutual Funds	Other securities	—	—	$467K	6.1%
Vanguard Growth Index Fund Admiral Shares Mutual Funds	Common Collective Trusts	—	—	$299K	3.9%
State Street Aggregate Bond Index Fund Class K Mutual Funds	Common Collective Trusts	—	—	$291K	3.8%
Participant loans various maturities -0-	Participant loans	—	—	$191K	2.5%
State Street Global All Cap Equity ex.U.S. Index Fund Class K Mutual Funds	Common Collective Trusts	—	—	$170K	2.2%
Vanguard Value Index Fund Admiral Shares Mutual Funds	Common Collective Trusts	—	—	$153K	2.0%
State Street Target Retirement 2020 Fund Class K Mutual Funds	Other securities	—	—	$149K	1.9%
Vanguard Small-Cap Index Fund Admiral Shares Mutual Funds	Common Collective Trusts	—	—	$124K	1.6%
METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$117K	1.5%
Vanguard Small-Cap Growth Index Fund Admiral Shares Mutual Funds	Common Collective Trusts	—	—	$76K	1.0%
Vanguard Small Cap Value Index Fund Admiral Shares Mutual Funds	Common Collective Trusts	—	—	$38K	0.5%
Nuveen Equity Index Fund R6 Class Mutual Funds	Common Collective Trusts	—	—	$27K	0.3%
iShares MSCI EAFE International Index Fund Class K Mutual Funds	Common Collective Trusts	—	—	$14K	0.2%
Fidelity Small Cap Index Fund Mutual Funds	Common Collective Trusts	—	—	$11K	0.1%
State Street Target Retirement 2065 Fund Class K Mutual Funds	Other securities	—	—	$6K	<0.1%
Vanguard Balanced Index Fund Admiral Shares Mutual Funds	Common Collective Trusts	—	—	$4K	<0.1%