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Original filing (PDF)20251014162705NAL0003282673001
SUNLAND LOGISTICS SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
SUNLAND LOGISTICS SOLUTIONS, INC. 401(K) SALARY REDUCTION PLAN & TRUST
401(k) retirement plan
Signals · 1
~94 bps in Sched C fees
Active participants
310
Accounts w/ balance
509
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
21 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
- 94 bps in Schedule C fees — 223% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNLAND LOGISTICS SOLUTIONS, INC..
Plan sponsor
Name
SUNLAND LOGISTICS SOLUTIONS, INC.
EIN
57-0738510
Address
1312 OLD STAGE ROAD · SUITE A · SIMPSONVILLE, SC · 29681
Phone
(864) 295-0081
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
2025-10-14
Pension benefit codes
2K · 401(m) arrangement
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $71K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATCH GRADE ADVISORS LLC | 83-1832626 | — | ADVISOR | $43K | — |
Investments
21 direct securities· $11.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv | — | — | — | $1.7M | 13.9% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $1.2M | 10.1% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $1.2M | 9.7% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $1.0M | 8.3% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $948K | 7.8% | |
| Empower Fixed Income Series Class III | — | — | — | $829K | 6.9% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $813K | 6.7% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $684K | 5.7% | |
| T. Rowe Price All-cap Opportunities I | — | — | — | $660K | 5.5% | |
| Vanguard 500 Index Adm | — | — | — | $650K | 5.4% | |
| Vanguard Equity-Income Adm | — | — | — | $596K | 4.9% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $568K | 4.7% | |
| maturing through May 2046 | — | — | — | $432K | 3.6% | |
| Vanguard Smallcap Index Admiral | — | — | — | $180K | 1.5% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $148K | 1.2% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $103K | 0.9% | |
| Vanguard Midcap Index Admiral | — | — | — | $84K | 0.7% | |
| Dodge & Cox Income x | — | — | — | $84K | 0.7% | |
| Macquarie Mid Cap Growth R6 | — | — | — | $32K | 0.3% | |
| Vanguard Inflation-protected Secs Adm | — | — | — | $19K | 0.2% | |
| Blackrock Emerging Mkts k | — | — | — | $13K | 0.1% |
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