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Original filing (PDF)20250926075656NAL0009174257001
SELECTRANSPORTATION RESOURCES, L.L.C.
Form 5500
FILING_RECEIVED
SELECTRANSPORTATION RESOURCES, L.L.C. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
540
Accounts w/ balance
480
Plan assets (EOY)
$45.2M
Net assets (EOY)
$45.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
39 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 SELECTRANSPORTATION RESOURCES, L.L.C..
Plan sponsor
Name
SELECTRANSPORTATION RESOURCES, L.L.C.
EIN
74-2882346
Address
12802 CROSBY FREEWAY · HOUSTON, TX · 77049
Phone
(713) 672-4115
Industry
Retail Tradesee 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
2025-09-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
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 | $53K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT | 82-0759826 | — | ADVISOR | $53K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $19K | — |
Investments
38 direct securities · 2 pooled funds· $45.4M(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
$37.3M
38 holdings
Common Collective Trust
$8.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6.2M | 13.6% | |
| Fidelity 500 Index Registered Investment Company | — | — | — | $5.1M | 11.4% | |
| American Funds Target Date 2035 R6 Registered Investment Company | — | — | — | $4.6M | 10.1% | |
| American Funds Target Date 2030 R6 Registered Investment Company | — | — | — | $3.1M | 7.0% | |
| American Funds Target Date 2040 R6 Registered Investment Company | — | — | — | $2.4M | 5.3% | |
| American Funds Target Date 2050 R6 Registered Investment Company | — | — | — | $2.4M | 5.3% | |
| American Funds Target Date 2055 R6 Registered Investment Company | — | — | — | $2.2M | 4.8% | |
| AB US Large Cap Growth CIP W Series Common Collective Trust | — | — | — | $2.0M | 4.4% | |
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $2.0M | 4.4% | |
| American Funds Target Date 2060 R6 Registered Investment Company | — | — | — | $1.7M | 3.7% | |
| American Funds Target Date 2045 R6 Registered Investment Company | — | — | — | $1.5M | 3.3% | |
| Baird Core Plus Inst Registered Investment Company | — | — | — | $1.4M | 3.2% | |
| American Funds Target Date 2020 R6 Registered Investment Company | — | — | — | $1.2M | 2.6% | |
| American Funds Target Date 2025 R6 Registered Investment Company | — | — | — | $1.2M | 2.6% | |
| Fidelity Puritan K Fund Registered Investment Company | — | — | — | $1.1M | 2.3% | |
| JP Morgan US Value Fund R6 Registered Investment Company | — | — | — | $876K | 1.9% | |
| Fidelity International Index Fund Registered Investment Company | — | — | — | $804K | 1.8% | |
| Fidelity Government Money Market Fund Class K6 Money Market Fund | — | — | — | $781K | 1.7% | |
| Janus Henderson Enterprise N Registered Investment Company | — | — | — | $771K | 1.7% | |
| Victory Sycamore Established Value R6 Registered Investment Company | — | — | — | $687K | 1.5% | |
| Fidelity International Capital Appreciation Fund Registered Investment Company | — | — | — | $648K | 1.4% | |
| Putnam Global Technology R6 Registered Investment Company | — | — | — | $406K | 0.9% | |
| Fidelity Emerging Market Funds K Registered Investment Company | — | — | — | $397K | 0.9% | |
| Fidelity Small Cap Growth K6 Registered Investment Company | — | — | — | $318K | 0.7% | |
| Avantis U.S Small Cap Value Inst Registered Investment Company | — | — | — | $311K | 0.7% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $278K | 0.6% | |
| Prudential High Yield RS Fund Registered Investment Company | — | — | — | $187K | 0.4% | |
| Fidelity Select Energy Registered Investment Company | — | — | — | $174K | 0.4% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $165K | 0.4% | |
| American Funds Target Date 2010 R6 Registered Investment Company | — | — | — | $138K | 0.3% | |
| Fidelity Select Utilities Portfolio Registered Investment Company | — | — | — | $132K | 0.3% | |
| Fidelity Shrt-Term Trs Bd Index Fund Registered Investment Company | — | — | — | $127K | 0.3% | |
| Fidelity Interm Trs Bd Index Fund Registered Investment Company | — | — | — | $70K | 0.2% | |
| Vanguard GNMA Adm Fund Registered Investment Company | — | — | — | $68K | 0.2% | |
| Fidelity Inflation-Prot Bd Index Fund Registered Investment Company | — | — | — | $49K | 0.1% | |
| Cohen & Steers Real Estate Securities Z Registered Investment Company | — | — | — | $32K | <0.1% | |
| T. Rowe Price Financial Services Fund Registered Investment Company | — | — | — | $28K | <0.1% | |
| Janus Henderson Global Life Sciences Fund Registered Investment Company | — | — | — | $23K | <0.1% | |
| Fidelity Long-Term Trs Bd Index Fund Registered Investment Company | — | — | — | $11K | <0.1% | |
| American Funds Target Date 2065 R6 Registered Investment Company | — | — | — | $3K | <0.1% |