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Original filing (PDF)20251002180734NAL0000487507001
COLINX
Form 5500
FILING_RECEIVED
COLINX RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
956
Accounts w/ balance
1,133
Plan assets (EOY)
$51.2M
Net assets (EOY)
$51.2M
How this plan invests
This plan
2 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)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLINX.
Plan sponsor
Name
COLINX
EIN
57-1112798
Address
1 INDEPENDENCE POINTE · SUITE 120 · GREENVILLE, SC · 29615
Phone
(864) 777-9031
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
2025-10-02
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPERIO RETIREMENT CONSULTING, IN | 20-4798483 | — | CONSULTANT | $21K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Investments
31 direct securities · 2 pooled funds· $51.6M(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
$51.1M
31 holdings
Common Collective Trust
$473K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $6.2M | 12.1% | |
| Fidelity Blue Chip Growth Fund Class K | — | — | — | $5.8M | 11.3% | |
| Fidelity Freedom 2030 Fund Class K | — | — | — | $4.9M | 9.6% | |
| Fidelity Freedom 2050 Fund Class K | — | — | — | $3.2M | 6.2% | |
| Fidelity Freedom 2055 Fund Class K | — | — | — | $3.1M | 6.0% | |
| Fidelity Freedom 2045 Fund Class K | — | — | — | $2.5M | 4.9% | |
| Fidelity Freedom 2035 Fund Class K | — | — | — | $2.5M | 4.9% | |
| Fidelity Extended Market Index Fund | — | — | — | $2.5M | 4.9% | |
| Fidelity Government Money Market Fund | — | — | — | $2.4M | 4.6% | |
| Fidelity Freedom 2040 Fund Class K | — | — | — | $2.3M | 4.6% | |
| Fidelity Freedom 2060 Fund Class K | — | — | — | $2.1M | 4.2% | |
| Notes receivable from participants 5.25% - 10.50% | — | — | — | $1.8M | 3.5% | |
| Fidelity Freedom 2065 Fund Class K | — | — | — | $1.7M | 3.4% | |
| Fidelity Freedom 2025 Fund Class K | — | — | — | $1.7M | 3.3% | |
| Fidelity Contrafund Class K | — | — | — | $1.7M | 3.3% | |
| MFS Mid Cap Growth Fund ** 18 John Hancock Disciplined Value Mid Cap Fund Class I | — | — | — | $1.6M | 3.0% | |
| Fidelity Diversified International Fund Class K | — | — | — | $957K | 1.9% | |
| Fidelity Global ex U.S. Index Fund | — | — | — | $938K | 1.8% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $921K | 1.8% | |
| American Beacon Large Cap Value Fund Investor Class | — | — | — | $625K | 1.2% | |
| Fidelity Managed Income Portfolio Class 1 | — | — | — | $402K | 0.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $378K | 0.7% | |
| Fidelity Total Bond Index | — | — | — | $320K | 0.6% | |
| DFA U.S. Small Cap Value Portfolio Institutional Class | — | — | — | $312K | 0.6% | |
| Fidelity Freedom 2020 Fund Class K | — | — | — | $302K | 0.6% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | — | — | — | $166K | 0.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $95K | 0.2% | |
| Fidelity Freedom Income Fund Class K | — | — | — | $88K | 0.2% | |
| Fidelity Freedom 2015 Fund Class K | — | — | — | $55K | 0.1% | |
| T. Rowe Price Spectrum Income Fund | — | — | — | $39K | <0.1% | |
| Fidelity Freedom 2070 Fund Class K | — | — | — | $20K | <0.1% | |
| Cohen & Steers Instl Realty Shares | — | — | — | $7K | <0.1% | |
| Fidelity Freedom 2010 Fund Class K | — | — | — | $6K | <0.1% |
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