Original filing (PDF)20251015072739NAL0005552880001

WAVEPOINT 3PL, INC.

Name: WAVEPOINT 3PL, INC. — WAVEPOINT 3PL 401(K) PLAN, Form 5500 (2024)
Creator: WAVEPOINT 3PL, INC.

Form 5500

FILING_RECEIVED

WAVEPOINT 3PL 401(K) PLAN

401(k) retirement plan

Signals · 1

~122 bps in Sched C fees

Active participants

293

Accounts w/ balance

238

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

How this plan invests

This plan

1 pooled trust

Schedule D

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

122 bps in Schedule C fees — 135% above peer band of 52 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAVEPOINT 3PL, INC..

Plan sponsor

Name

WAVEPOINT 3PL, INC.

EIN

84-4186037

Address

5501 ROUTE 89 · NORTH EAST, PA · 16428

Phone

(814) 347-1300

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

2025-10-15

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

MCGILL POWER BELL & ASSOCIATES LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
DEFINITI	85-0833363	—	RECORDKEEPER	$25K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWEST BANK	26-3901659	—	TRUSTEE, UNRELATED	$22K	—

Investments

25 direct securities · 1 pooled fund· $6.5M(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

$3.8M

24 holdings

Common Collective Trust

$2.7M

1 holding

Mutual Funds

$36K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
RETIREMENT DATE TRUST AMERICAN CENTURY · EIN 30-6406015 / PN 001	Common Collective Trust	—	—	$2.7M	70.6%
American Century Investments American Century Retirement Date 2030 Fund Class I	—	—	—	$790K	20.8%
American Century Investments American Century Retirement Date 2035 Fund Class I	—	—	—	$508K	13.4%
American Century Investments American Century Retirement Date 2040 Fund Class I	—	—	—	$335K	8.8%
T. Rowe Price T. Rowe Price Blue Chip Growth Fund	—	—	—	$264K	6.9%
American Century Investments American Century Retirement Date 2055 Fund Class I	—	—	—	$253K	6.7%
Collective Trust Funds American Century Investments American Century Retirement Date 2025 Fund Class I	—	—	—	$231K	6.1%
American Century Investments American Century Retirement Date 2045 Fund Class I	—	—	—	$177K	4.7%
American Century Investments American Century Retirement Date 2060 Fund Class I	—	—	—	$162K	4.3%
Diamond Hill Funds Diamond Hill Large Cap Fund Class I	—	—	—	$128K	3.4%
T. Rowe Price T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund	—	—	—	$119K	3.1%
American Century Investments American Century Retirement Date 2050 Fund Class I	—	—	—	$111K	2.9%
various maturity dates through November 2029 -	—	—	—	$101K	2.6%
Vanguard 500 Index Fund Admiral Shares	—	—	—	$81K	2.1%
MFS Mid Cap Growth Fund Class R6	—	—	—	$74K	1.9%
American Century Investments American Century Retirement Date Income Fund Class I	—	—	—	$67K	1.8%
Victory Capital Victory Sycamore Established Value Fund Class R6	—	—	—	$64K	1.7%
American Century Investments American Century Retirement Date 2065 Fund Class I	—	—	—	$52K	1.4%
Money Market Funds Federated Hermes Federated Hermes Prime Cash Obligation Fund	—	—	—	$51K	1.3%
JPMorgan Emerging Markets Equity Fund Class L	—	—	—	$44K	1.2%
Harding Loevner Harding Loevner International Equity Portfolio Institutional Class	—	—	—	$41K	1.1%
Dimensional Fund Advisors DFA International Core Equity Portfolio Institutional Class	Mutual Funds	—	—	$36K	1.0%
Vanguard Total Stock Market Index Fund Admiral Shares	—	—	—	$36K	0.9%
Federated Hermes Federated Hermes Total Return Bond Fund Institutional Shares	—	—	—	$31K	0.8%
Vanguard Short-Term Investment-Grade Fund Admiral Shares	—	—	—	$31K	0.8%
JPMorgan Undiscovered Managers Behavorial Value Fund	—	—	—	$17K	0.5%