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Original filing (PDF)20251008105840NAL0005729249001
SYSTEM RESOURCES TELECOM, LLC
Form 5500
FILING_RECEIVED
SYSTEM RESOURCES TELECOM 401(K) PLAN
401(k) retirement plan
Signals · 1
~132 bps in Sched C fees
Active participants
212
Accounts w/ balance
116
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
29 pooled trusts
Schedule D
30 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
- 132 bps in Schedule C fees — 154% above peer band of 52 bps.
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYSTEM RESOURCES TELECOM, LLC.
Plan sponsor
Name
SYSTEM RESOURCES TELECOM, LLC
EIN
72-1432916
Address
18405 E. PETROLEUM DRIVE · BATON ROUGE, LA · 70809
Phone
(225) 201-9676
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-08
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO. | 36-6071399 | — | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. | 13-2808480 | — | INVESTMENT ADVISORY | $29K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HASLAUER GROUP, INC. | 72-1487108 | — | TPA | $2K | — |
Investments
1 direct security · 29 pooled funds· $4.3M(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.
Pooled Separate Account
$4.3M
29 holdings
Uncategorized
$15K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2040 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 296 | Pooled Separate Account | — | — | $786K | 18.2% | |
| AMERICAN FUNDS 2025 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 293 | Pooled Separate Account | — | — | $506K | 11.7% | |
| AMERICAN FUNDS 2035 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 295 | Pooled Separate Account | — | — | $501K | 11.6% | |
| AMERICAN FUNDS 2030 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 294 | Pooled Separate Account | — | — | $419K | 9.7% | |
| AMERICAN FUNDS 2045 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 297 | Pooled Separate Account | — | — | $356K | 8.2% | |
| AMERICAN FUNDS 2050 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 298 | Pooled Separate Account | — | — | $281K | 6.5% | |
| AMERICAN FUNDS 2060 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 300 | Pooled Separate Account | — | — | $216K | 5.0% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $170K | 4.0% | |
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $159K | 3.7% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $146K | 3.4% | |
| JPMORGAN LARGE CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $139K | 3.2% | |
| AMERICAN FUNDS 2055 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 299 | Pooled Separate Account | — | — | $89K | 2.1% | |
| JPMORGAN EQUITY INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 579 | Pooled Separate Account | — | — | $84K | 1.9% | |
| AMERICAN FUNDS 2020 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 292 | Pooled Separate Account | — | — | $53K | 1.2% | |
| FRANKLIN MUTUAL GLOBAL DISCOVERY RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 764 | Pooled Separate Account | — | — | $45K | 1.0% | |
| T. ROWE PRICE GROWTH STOCK RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 958 | Pooled Separate Account | — | — | $44K | 1.0% | |
| MAC INTERNATIONAL CORE EQUITY RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 535 | Pooled Separate Account | — | — | $33K | 0.8% | |
| FRANKLIN SMALL-MID CAP GROWTH RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 358 | Pooled Separate Account | — | — | $30K | 0.7% | |
| MFS MID CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 709 | Pooled Separate Account | — | — | $30K | 0.7% | |
| AMERICAN FUNDS WASHINGTON MUTUAL IN TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 231 | Pooled Separate Account | — | — | $28K | 0.6% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $28K | 0.6% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $27K | 0.6% | |
| PRUDENTIAL TOTAL RTURN BD RT ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 597 | Pooled Separate Account | — | — | $24K | 0.6% | |
| MFS MASSACHUSETTS INVESTORS RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 470 | Pooled Separate Account | — | — | $24K | 0.5% | |
| PIMCO INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | — | $22K | 0.5% | |
| PIMCO REAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 473 | Pooled Separate Account | — | — | $21K | 0.5% | |
| LORD ABBETT HIGH YIELD RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 660 | Pooled Separate Account | — | — | $19K | 0.5% | |
| AMERICAN FUNDS 2015 TARGET DATE RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 291 | Pooled Separate Account | — | — | $17K | 0.4% | |
| Transamerica Stable Value Core Account Stable Value Option | — | — | — | $15K | 0.3% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 971 | Pooled Separate Account | — | — | $1K | <0.1% |
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