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Original filing (PDF)20250924140833NAL0008249824001
PHILLY TRANSPORTATION, LLC
Form 5500
FILING_RECEIVED
PHILLY TRANSPORTATION GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
409
Accounts w/ balance
154
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
28 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 38% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (21 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHILLY TRANSPORTATION, LLC.
Plan sponsor
Name
PHILLY TRANSPORTATION, LLC
EIN
86-1166955
Address
2905 ABBOTTSFORD AVENUE · PHILADELPHIA, PA · 19129
Phone
(215) 842-1222
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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WESSEL & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERIC FAUST | — | PHILADELPHIA, PA | PPA/TPA | $41 | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUMBUS, OH | INSURANCE SERVICES | $116 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELAWARE VALLEY RETIREMENT, INC. | 20-2055473 | RIDLEY PARK, PA | SERVICE PROVIDER | $4K | — |
| NATIONWIDE | 31-4177100 | COLUMBUS, OH | RECORD-KEEPER | $1K | — |
| IRON FINANCIAL | 99-9552241 | NORTHBROOK, IL | FINANCIAL INSTITUTE | $290 | — |
Investments
28 direct securities· $2.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Balanced Index - Class K Mutual Funds | — | — | — | $358K | 13.2% | |
| Nuveen Lifecycle Index 2035 - Class R6 Mutual Funds | — | — | — | $318K | 11.7% | |
| Nuveen Lifecycle Index 2030 - Class R6 Mutual Funds | — | — | — | $293K | 10.8% | |
| Vanguard Intermediate-Term Treasury Fund Admiral Shares Mutual Funds ** 801 Fidelity Fmulti-Asset Index Fund Mutual Funds | — | — | — | $248K | 9.2% | |
| Nuveen Lifecycle Index 2015 - Class R6 Mutual Funds ** 258 Nuveen Lifecycle Index 2020 - Class R6 Mutual Funds | — | — | — | $214K | 7.9% | |
| Nuveen Lifecycle Index 2025 - Class R6 Mutual Funds | — | — | — | $201K | 7.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Funds ** 989 Vanguard Wellesley Income Fund Admiral Shares Mutual Funds | — | — | — | $188K | 6.9% | |
| Fidelity 500 Index Fund Mutual Funds | — | — | — | $145K | 5.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Funds | — | — | — | $121K | 4.5% | |
| Vanguard Value Index Fund Admiral Shares Mutual Funds | — | — | — | $118K | 4.3% | |
| Nuveen Lifecycle Index 2040 - Class R6 Mutual Funds | — | — | — | $93K | 3.4% | |
| Nuveen Lifecycle Index 2045 - Class R6 Mutual Funds | — | — | — | $76K | 2.8% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Funds | — | — | — | $71K | 2.6% | |
| Nuveen Lifecycle Index 2050 - Class R6 Mutual Funds | — | — | — | $51K | 1.9% | |
| Vanguard Growth Index Fund Admiral Shares Mutual Funds | — | — | — | $50K | 1.9% | |
| Nationwide Retirement Flexible Advantage - at contract value Mutual Funds | — | — | — | $33K | 1.2% | |
| Nuveen Lifecycle Index 2055 - Class R6 Mutual Funds | — | — | — | $21K | 0.8% | |
| Nuveen Lifecycle Index 2060 - Class R6 Mutual Funds | — | — | — | $17K | 0.6% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Funds | — | — | — | $16K | 0.6% | |
| Vanguard FTSE Social Index Fund Admiral Shares Mutual Funds | — | — | — | $9K | 0.3% | |
| Vanguard Total International Bond Index Fund Admiral Shares Mutual Funds ** 756 Vanguard Total Stock Market Index Fund Mutual Funds | — | — | — | $8K | 0.3% | |
| Nuveen Lifecycle Index 2065 - Class R6 Mutual Funds | — | — | — | $8K | 0.3% | |
| Federated Hermes Institutional High Yield Bond Fund Institutional Shares Mutual Funds | — | — | — | $6K | 0.2% | |
| Nuveen Lifecycle Index 2010 - Class R6 Mutual Funds | — | — | — | $4K | 0.2% | |
| Calvert International Responsible Index Fund Mutual Funds ** 275 Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Funds | — | — | — | $4K | 0.2% | |
| Fidelity US Bond Index Fund Mutual Funds | — | — | — | $3K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Funds | — | — | — | $2K | <0.1% | |
| Nuveen Lifecycle Index Retirement Income Fund - Class R6 Mutual Funds | — | — | — | $2K | <0.1% |
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