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Original filing (PDF)20251215175333NAL0003993426001
TRANCO LOGISTICS, LLC
Form 5500
FILING_RECEIVED
TRANCO LOGISTICS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 1.0 mo~140 bps in Sched C feesNo recordkeeper disclosed
Active participants
225
Accounts w/ balance
98
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
96
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- Filed 1.0 months past the 10.5-month grace window.
- 140 bps in Schedule C fees — 169% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANCO LOGISTICS, LLC.
Plan sponsor
Name
TRANCO LOGISTICS, LLC
EIN
62-1617583
Address
5901 SHALLOWFORD ROAD, SUITE 104 · CHATTANOOGA, TN · 37421
Phone
(423) 308-2612
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
2025-12-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HENDERSON HUTCHERSON & MCCULLOUGH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $16K | — |
| ACUMEN WEALTH ADVISORS | 45-3959629 | — | NONE | $8K | — |
Investments
22 direct securities· $1.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Standard Stable Asset D | — | — | — | $300K | 17.6% | |
| State Street Equity 500 Indx | — | — | — | $202K | 11.9% | |
| American Funds 2040 Tgt Ret R6 | — | — | — | $178K | 10.5% | |
| American Funds 2060 Tgt Ret R6 | — | — | — | $169K | 9.9% | |
| American Funds 2035 Tgt Ret R6 | — | — | — | $144K | 8.5% | |
| American Funds 2020 Tgt Ret R6 | — | — | — | $133K | 7.8% | |
| American Funds 2030 Tgt Ret R6 | — | — | — | $97K | 5.7% | |
| American Funds 2025 Tgt Ret R6 | — | — | — | $94K | 5.5% | |
| American Funds 2045 Tgt Ret R6 | — | — | — | $60K | 3.5% | |
| Fidelity Mid Cap Index | — | — | — | $52K | 3.0% | |
| American Funds 2050 Tgt Ret R6 | — | — | — | $49K | 2.8% | |
| PGIM Total Ret Bond R6 | — | — | — | $48K | 2.8% | |
| Nuveen Small Cap Select I | — | — | — | $37K | 2.1% | |
| American Funds 2055 Tgt Ret R6 | — | — | — | $32K | 1.9% | |
| Notes receivable from participants 4.25% - 8.50% -0- | — | — | — | $28K | 1.6% | |
| AB Large Cap Growth Advisor | — | — | — | $23K | 1.3% | |
| Fidelity Total Intl Index | — | — | — | $20K | 1.2% | |
| American Funds American Balanced | — | — | — | $18K | 1.1% | |
| American Funds 2065 Tgt Ret R6 | — | — | — | $13K | 0.8% | |
| JPMorgan Equity Income R6 | — | — | — | $5K | 0.3% | |
| American Century SmCpVal R6 | — | — | — | $2K | 0.1% | |
| DWS RREEF RE Securities S | — | — | — | $2K | 0.1% |
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