Back to filter
Original filing (PDF)20251021150304NAL0000815699001
UST LOGISTICAL SYSTEMS DBA US TRANSPORT CORPORATION
Form 5500
FILING_RECEIVED
UST LOGISTICAL SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Signals · 1
~101 bps in Sched C fees
Active participants
268
Accounts w/ balance
174
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Knocking points off
- 101 bps in Schedule C fees — 95% above peer band of 52 bps.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UST LOGISTICAL SYSTEMS DBA US TRANSPORT CORPORATION.
Plan sponsor
Name
UST LOGISTICAL SYSTEMS DBA US TRANSPORT CORPORATION
EIN
56-2149972
Address
PERSONAL AND CONFIDENTIAL · 556 PERRY AVE STE B106 · GREENVILLE, SC · 296114852
Phone
(864) 501-9708
Industry
Transportation & Warehousingsee 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
2025-10-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK NA | — | CLEVELAND, OH | INVESTMENT ADVISOR | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $568 | — |
Investments
34 direct securities · 1 pooled fund· $3.1M(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
$3.1M
34 holdings
Common Collective Trust
$12K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $550K | 17.8% | |
| American Funds 2050 Trgt Date Retire R6 | — | — | — | $511K | 16.6% | |
| American Funds 2030 Trgt Date Retire R6 | — | — | — | $265K | 8.6% | |
| JPMorgan Equity Income R6 | — | — | — | $242K | 7.9% | |
| MFS International Growth R6 | — | — | — | $197K | 6.4% | |
| American Funds 2035 Trgt Date Retire R6 | — | — | — | $191K | 6.2% | |
| American Funds 2055 Trgt Date Retire R6 | — | — | — | $183K | 6.0% | |
| American Funds 2040 Trgt Date Retire R6 | — | — | — | $175K | 5.7% | |
| American Funds 2060 Trgt Date Retire R6 | — | — | — | $170K | 5.5% | |
| T. Rowe Price Growth Stock I | — | — | — | $90K | 2.9% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $79K | 2.6% | |
| American Funds 2045 Trgt Date Retire R6 | — | — | — | $68K | 2.2% | |
| Vangaurd Small Cap Index Adm | — | — | — | $54K | 1.8% | |
| Notes receivable from participants 3.25% - 8.50% | — | — | — | $51K | 1.6% | |
| JPMorgan Emerging Markets Equity R6 | — | — | — | $38K | 1.2% | |
| Vanguard Mid Cap Index Fund - Admiral | — | — | — | $32K | 1.0% | |
| Allspring Special Mid Cap Value R6 | — | — | — | $27K | 0.9% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $27K | 0.9% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $24K | 0.8% | |
| American Funds Century Small Cap Growth R6 | — | — | — | $19K | 0.6% | |
| American Funds 2020 Trgt Date Retire R6 | — | — | — | $16K | 0.5% | |
| American Funds 2025 Trgt Date Retire R6 | — | — | — | $16K | 0.5% | |
| American Funds 2065 Trgt Date Retire R6 | — | — | — | $13K | 0.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $12K | 0.4% | |
| Vanguard Inflation-Protected Secs Adm | — | — | — | $12K | 0.4% | |
| American Funds 2010 Trgt Date Retire R6 | — | — | — | $10K | 0.3% | |
| Allspring Core Bond R6 | — | — | — | $9K | 0.3% | |
| Columbia Small Cap Value Fund II Instl 3 | — | — | — | $8K | 0.3% | |
| MFS Total Return R6 | — | — | — | $5K | 0.2% | |
| Vanguard International Value Portfolio | — | — | — | $5K | 0.2% | |
| Principal Real Estate Securities Fd R-6 | — | — | — | $3K | <0.1% | |
| PIMCO Commodity Real Ret Strat Instl | — | — | — | $2K | <0.1% | |
| Vanguard Short-Term Investment-Grade Adm | — | — | — | $2K | <0.1% | |
| AB Global Bond Z | — | — | — | $2K | <0.1% | |
| MFS Value R6 | — | — | — | $1K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Transportation & Warehousing plans
HEK, INC.
HEK, INC. 401(K) PLAN
$3.1M · 19 participants
M & R TRUCKING, INC.
M & R TRUCKING, INC. 401(K) PLAN
$3.1M · 108 participants
JACK'S TRUCK COMPANY
JACK'S TRUCK RENTAL 401(K) PLAN
$3.1M · 19 participants
YOUNG TRUCKING, INC.
YOUNG TRUCKING, INC. PROFIT SHARING PLAN
$3.1M · 41 participants
MCKEEFRY & SONS, INC.
MCKEEFRY & SONS, INC. 401(K) PROFIT SHARING PLAN
$3.1M · 43 participants
RITCHIE TRUCKING SERVICE HOLDINGS, INC.
THE PEOPLE BUSINESS EMPLOYEE STOCK OWNERSHIP PLAN
$3.1M · 78 participants
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants