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Original filing (PDF)20250812111944NAL0009796064001
TRANSPORT LEASING COMPANY DBA TRANSYSTEMS SERVICES
Form 5500
FILING_RECEIVED
TRANSYSTEMS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
753
Accounts w/ balance
218
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
24 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (23 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSPORT LEASING COMPANY DBA TRANSYSTEMS SERVICES.
Plan sponsor
Name
TRANSPORT LEASING COMPANY DBA TRANSYSTEMS SERVICES
EIN
81-0359563
Address
1901 BENEFIS COURT · GREAT FALLS, MT · 594054373
Phone
(406) 727-7500
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
2025-08-12
Pension benefit codes
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
JCCS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & COMPANY | 43-0345811 | — | INVESTMENT ADVISORY - PL | $19K | — |
Investments
11 direct securities · 24 pooled funds· $13.8M(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
$7.9M
24 holdings
Uncategorized
$6.0M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: AMERICAN FUNDS 2030 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $1.3M | 16.4% | |
| TRANSAMERICA RETIREONTRK 2030 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $1.3M | 16.4% | |
| [DFE: AMERICAN FUNDS 2035 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $1.1M | 13.5% | |
| TRANSAMERICA RETIREONTRK 2035 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $1.1M | 13.5% | |
| [DFE: AMERICAN FUNDS 2045 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $951K | 11.9% | |
| TRANSAMERICA RETIREONTRK 2045 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $951K | 11.9% | |
| [DFE: AMERICAN FUNDS 2025 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $921K | 11.5% | |
| TRANSAMERICA RETIREONTRK 2025 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $921K | 11.5% | |
| [DFE: AMERICAN FUNDS 2050 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $672K | 8.4% | |
| TRANSAMERICA RETIREONTRK 2050 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $672K | 8.4% | |
| AMER FUNDS FUNDAMENTAL INVESTORS RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 236 | Pooled Separate Account | — | — | $414K | 5.2% | |
| [DFE: AMERICAN FUNDS 2040 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $350K | 4.4% | |
| TRANSAMERICA RETIREONTRK 2040 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $350K | 4.4% | |
| TRANSAMERICA LARGE CAP VALUE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 792 | Pooled Separate Account | — | — | $324K | 4.0% | |
| [DFE: AMERICAN FUNDS 2055 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $262K | 3.3% | |
| TRANSAMERICA RETIREONTRK 2055 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $262K | 3.3% | |
| MFS MASSACHUSETTS INVESTORS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 470 | Pooled Separate Account | — | — | $238K | 3.0% | |
| ALLSPRING CORE BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 548 | Pooled Separate Account | — | — | $216K | 2.7% | |
| LORD ABBETT INCOME TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 664 | Pooled Separate Account | — | — | $200K | 2.5% | |
| [DFE: AMERICAN FUNDS 2020 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $141K | 1.8% | |
| TRANSAMERICA RETIREONTRK 2020 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $141K | 1.8% | |
| VANGUARD SMALL-CAP VALUE INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 108 | Pooled Separate Account | — | — | $117K | 1.5% | |
| [DFE: NEUBERGER BERMAN GENESIS RET OPT (extraction pending)] | — | — | — | $97K | 1.2% | |
| TRANSAMERICA SMALL CAP GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 311 | Pooled Separate Account | — | — | $97K | 1.2% | |
| TRANSAMERICA RETIREONTRK 2010 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 687 | Pooled Separate Account | — | — | $83K | 1.0% | |
| [DFE: VOYA SMALL COMPANY RET OPT (extraction pending)] | — | — | — | $82K | 1.0% | |
| VOYA SMALL COMPANY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 751 | Pooled Separate Account | — | — | $82K | 1.0% | |
| TRANSAMERICA RETIREONTRK 2015 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $82K | 1.0% | |
| [DFE: AMERICAN FUNDS 2060 TARGET DATE RETIREMENT RET OPT (extraction pending)] | — | — | — | $79K | 1.0% | |
| TRANSAMERICA RETIREONTRK 2060 WITH TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $79K | 1.0% | |
| PIMCO STOCKSPLUS INTL (U.S. DOLLAR- TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 672 | Pooled Separate Account | — | — | $76K | 0.9% | |
| AMER FUNDS EUROPACIFIC GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $69K | 0.9% | |
| STATE STREET INTL INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $58K | 0.7% | |
| TRANSAMERICA INTL EQUITY TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $56K | 0.7% | |
| TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $8K | <0.1% |