How big is Wavepoint 3PL, Inc.'s plan?

Wavepoint 3PL, Inc.'s plan reported $3.8M in assets and 293 participants for 2024.

Original filing (PDF)20251015072739NAL0005552880001

Wavepoint 3PL, Inc.

Name: Wavepoint 3PL, Inc. — Wavepoint 3PL 401(k) Plan, Form 5500 (2024)
Creator: Wavepoint 3PL, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Wavepoint 3PL 401(k) Plan

401(k) retirement plan · Wavepoint 3PL, Inc.'s Wavepoint 3PL 401(k) Plan held $3.8M in plan assets for 293 participants in 2024, with Definiti as recordkeeper.

Signals · 2

Late participant contributions~122 bps in Sched C fees

Active participants

293

Accounts w/ balance

238

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Ryan Brosius signed Wavepoint 3PL, Inc.'s 2024 Form 5500 as plan administrator.

Ryan Brosius — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wavepoint 3PL, Inc.'s EIN is 84-4186037.

EIN 84-4186037

Plan number 001

Plan year 2024

ACK ID 20251015072739NAL0005552880001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wavepoint 3PL, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wavepoint 3PL, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Total administrative cost in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

WAVEPOINT 3PL, INC.

EIN

all filings

Address

5501 ROUTE 89 · NORTH EAST, PA · 16428

Phone

(814) 347-1300

Industry

Transportation & Warehousing

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)

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.

Other securities

$3.3M

18 holdings

Common Collective Trust

$2.7M

1 holding

Common Collective Trusts

$348K

3 holdings

Mutual Funds

$142K

3 holdings

Cash / Money Market

$51K

1 holding

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