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Original filing (PDF)20250521115331NAL0003129792001
LITTLE JOHN TRANSPORTATION SERVICES, INC.
Form 5500
FILING_RECEIVED
LITTLE JOHN TRANSPORTATION SERVICES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~97 bps in Sched C fees
Active participants
164
Accounts w/ balance
114
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
28 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
- 97 bps in Schedule C fees — 86% above peer band of 52 bps.
- 70% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LITTLE JOHN TRANSPORTATION SERVICES, INC..
Plan sponsor
Name
LITTLE JOHN TRANSPORTATION SERVICES, INC.
EIN
71-0821776
Address
1819 S. KNOXVILLE AVE · RUSSELLVILLE, AR · 72802
Phone
(479) 208-5759
Industry
Other Services (ex. Public Admin)see 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
2025-05-21
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SHAWN POOLER, CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SI HOLDINGS DBA STEPHENS INC | — | LITTLE ROCK, AZ | INVESTMENT ADVISOR | $12K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $6K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | THIRD PARTY ADMINISTRATOR | $2K | — |
Investments
28 direct securities· $4.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Registered Investment Company | — | — | — | $561K | 13.7% | |
| American Funds 2050 Target Date Registered Investment Company | — | — | — | $496K | 12.1% | |
| Fidelity Total Market Index Registered Investment Company | — | — | — | $412K | 10.0% | |
| Fidelity 500 Index Registered Investment Company | — | — | — | $398K | 9.7% | |
| American Funds 2060 Target Date Registered Investment Company | — | — | — | $365K | 8.9% | |
| Fidelity International Index Registered Investment Company | — | — | — | $235K | 5.7% | |
| Notes Receivable from Participants Maturity dates from 2025 to 2028 Interest rates from 5.25% - 10.50% - | — | — | — | $177K | 4.3% | |
| American Funds 2040 Target Date Registered Investment Company | — | — | — | $156K | 3.8% | |
| Fidelity Large Cap Growth Index Registered Investment Company | — | — | — | $146K | 3.6% | |
| American Funds Small Cap World Registered Investment Company ** 3 American Funds US Government Registered Investment Company ** 19 Fidelity Inflation Protected Bond Index Registered Investment Company | — | — | — | $130K | 3.2% | |
| American Funds Bond Fund of America Registered Investment Company | — | — | — | $120K | 2.9% | |
| DFA Global Equity Registered Investment Company | — | — | — | $120K | 2.9% | |
| American Funds Mortgage Registered Investment Company ** 6 American Funds New Perspective Registered Investment Company | — | — | — | $96K | 2.3% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $89K | 2.2% | |
| American Funds Corporate Bond Registered Investment Company | — | — | — | $86K | 2.1% | |
| American Funds Capital Inc Builder Registered Investment Company | — | — | — | $81K | 2.0% | |
| American Funds New World Registered Investment Company | — | — | — | $75K | 1.8% | |
| Group Annuity Contract Guaranteed Interest Fund / Average Interest rate of * Great West Fixed Account 1.41% | — | — | — | $64K | 1.6% | |
| DFA Real Estate Securities Registered Investment Company | — | — | — | $54K | 1.3% | |
| DFA US Small Cap Registered Investment Company | — | — | — | $38K | 0.9% | |
| American Funds American HI Inc Registered Investment Company | — | — | — | $37K | 0.9% | |
| American Funds 2030 Target Date Registered Investment Company | — | — | — | $37K | 0.9% | |
| American Funds 2025 Target Date Registered Investment Company | — | — | — | $36K | 0.9% | |
| Fidelity Large Cap Value Registered Investment Company | — | — | — | $35K | 0.9% | |
| American Funds 2045 Target Date Registered Investment Company | — | — | — | $29K | 0.7% | |
| American Funds Capital World Bond Registered Investment Company | — | — | — | $12K | 0.3% | |
| Fidelity Advisor Intl Small Cap Registered Investment Company | — | — | — | $4K | <0.1% | |
| Fidelity Advisor Biotechnology Registered Investment Company | — | — | — | $2K | <0.1% |
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