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Original filing (PDF)20251001172523NAL0013524961001
TRI-STARR MANAGEMENT SERVICES, INC
Form 5500
FILING_RECEIVED
LEGACY 401(K) PLAN
401(k) retirement plan
Active participants
1,098
Accounts w/ balance
1,382
Plan assets (EOY)
$38.6M
Net assets (EOY)
$38.6M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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
- 51 bps in Schedule C fees — 75% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRI-STARR MANAGEMENT SERVICES, INC.
Plan sponsor
Name
TRI-STARR MANAGEMENT SERVICES, INC
DBA
LEGACY SUPPLY CHAIN SERVICES
EIN
74-2616688
Address
2001 COMMERCE PKWY · FRANKLIN, IN · 46131
Phone
(905) 494-4962
Industry
Admin Support & Waste Mgmtsee 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ENNIS, PELLUM & ASSOCIATES, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $143K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLOSED DLR-SAGEPOINT FINANCIAL INC | 20-1741754 | TEMPE, AZ | ADVISOR | $33K | — |
| OSAIC WEALTH INC | 93-0987232 | JERSEY CITY, NJ | ADVISORS | $12K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
Investments
32 direct securities · 1 pooled fund· $37.4M(97% 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
$36.2M
32 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 | — | — | — | $4.6M | 12.0% | |
| Vanguard Target Retirement 2030 | — | — | — | $4.2M | 11.0% | |
| Vanguard Target Retirement 2035 | — | — | — | $3.9M | 10.1% | |
| Vanguard Target Retirement 2050 | — | — | — | $3.4M | 8.9% | |
| Fidelity Investments Fidelity Blue Chip Growth Fund | — | — | — | $3.2M | 8.2% | |
| Vanguard Target Retirement 2045 | — | — | — | $2.4M | 6.3% | |
| Vanguard Target Retirement 2055 | — | — | — | $1.7M | 4.4% | |
| Vanguard Target Retirement 2060 | — | — | — | $1.7M | 4.4% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $1.5M | 4.0% | |
| Fidelity Investments Fidelity Managed Income Portfolio | — | — | — | $1.3M | 3.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.2M | 3.2% | |
| 10.50% maturing through December 2029 N/A | — | — | — | $1.2M | 3.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $941K | 2.4% | |
| Fidelity Investments Fidelity Asset Manager 70% | — | — | — | $845K | 2.2% | |
| American Funds American Funds New Perspective | — | — | — | $633K | 1.6% | |
| Vanguard Target Retirement 2065 | — | — | — | $620K | 1.6% | |
| MFS Investment Management MFS Mid Cap Value Fund | — | — | — | $515K | 1.3% | |
| T. Rowe Price T. Rowe Price US Equity Research Fund | — | — | — | $514K | 1.3% | |
| Allspring Global Investments Allspring Core Bond | — | — | — | $509K | 1.3% | |
| Fidelity Investments Fidelity International Index | — | — | — | $373K | 1.0% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $360K | 0.9% | |
| Vanguard Total Stock Market Index | — | — | — | $327K | 0.8% | |
| American Funds American Funds EuroPacific Growth | — | — | — | $281K | 0.7% | |
| Dimensional Fund Advisors DFA Real Estate Securities Portfolio | — | — | — | $253K | 0.7% | |
| Fidelity Investments Fidelity Asset Manager 85% | — | — | — | $205K | 0.5% | |
| Vanguard Target Retirement Income | — | — | — | $179K | 0.5% | |
| J.P. Morgan Funds J.P. Morgan US Small Company | — | — | — | $148K | 0.4% | |
| Fidelity Investments Fidelity Small Cap Value | — | — | — | $141K | 0.4% | |
| Baird Mid Cap Fund | — | — | — | $62K | 0.2% | |
| MFS Investment Management MFS Value | — | — | — | $32K | <0.1% | |
| American Funds American Funds US Government Sector | — | — | — | $29K | <0.1% | |
| Fidelity Investments Fidelity Asset Manager 40% | — | — | — | $7K | <0.1% | |
| Fidelity Investments Fidelity Asset Manager 20% | — | — | — | $1K | <0.1% |
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