Original filing (PDF)20250819132605NAL0004383570001

GENERAL LOGISTICS SYSTEMS US, INC.

Name: GENERAL LOGISTICS SYSTEMS US, INC. — GENERAL LOGISTICS SYSTEMS US, INC. 401(K) PLAN, Form 5500 (2024)
Creator: GENERAL LOGISTICS SYSTEMS US, INC.

Form 5500

FILING_RECEIVED

GENERAL LOGISTICS SYSTEMS US, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

~138 bps in Sched C fees

Active participants

591

Accounts w/ balance

262

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

How this plan invests

This plan

25 pooled trusts

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

Knocking points off

138 bps in Schedule C fees — 376% above peer band of 29 bps.
Only 44% as many balances as active participants — suggests many active employees aren't deferring.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL LOGISTICS SYSTEMS US, INC..

Plan sponsor

Name

GENERAL LOGISTICS SYSTEMS US, INC.

EIN

94-3221288

Address

6750 SOUTH LONGE ST. STE 100 · STOCKTON, CA · 95206

Phone

(800) 237-9669

Industry

Transportation & Warehousingsee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-19

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

COULTER & JUSTUS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA FINANCIAL LIFE INS	36-6071399	—	RECORD KEEPER	$135K	—
ADMIN. GROUP, LLC DBA TAG RESOURCES	42-1484983	—	RECORD KEEPER	$39K	—

Investments

25 pooled funds· $11.8M(94% 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.

Investment	Type	Shares / units	Cost	Current value	% of plan
STATE STREET SECCOURSE 2045 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 420	Pooled Separate Account	—	—	$2.5M	19.6%
STATE STREET SECCOURSE 2030 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 417	Pooled Separate Account	—	—	$1.2M	9.4%
STATE STREET SECCOURSE 2050 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 421	Pooled Separate Account	—	—	$1.1M	9.1%
STATE STREET SECCOURSE 2035 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 418	Pooled Separate Account	—	—	$1.1M	9.0%
STATE STREET SECCOURSE 2025 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 416	Pooled Separate Account	—	—	$1.1M	8.6%
STATE STREET SECCOURSE 2040 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 419	Pooled Separate Account	—	—	$930K	7.4%
STATE STREET SECCOURSE 2065 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 424	Pooled Separate Account	—	—	$771K	6.1%
STATE STREET S&P 500 INDEX CLASS II TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 405	Pooled Separate Account	—	—	$563K	4.5%
STATE STREET SECCOURSE 2055 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 422	Pooled Separate Account	—	—	$497K	4.0%
STATE STREET SECCOURSE 2060 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 423	Pooled Separate Account	—	—	$421K	3.3%
STATE STREET SECCOURSE 2020 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 415	Pooled Separate Account	—	—	$351K	2.8%
STATE STREET U.S. BOND INDEX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 413	Pooled Separate Account	—	—	$197K	1.6%
AMERICAN FUNDS FUNDMNTL INVST RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 232	Pooled Separate Account	—	—	$179K	1.4%
JPMORGAN EQT INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 579	Pooled Separate Account	—	—	$158K	1.3%
VANGUARD FTSE SOCIAL IDX FUND ADMIR TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 408	Pooled Separate Account	—	—	$114K	0.9%
AMERICAN FUNDS GR FD OF AMERICA RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 975	Pooled Separate Account	—	—	$102K	0.8%
STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 407	Pooled Separate Account	—	—	$81K	0.6%
MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 123	Pooled Separate Account	—	—	$80K	0.6%
STATE STREET GLOBAL ALL CAP EX US I TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 409	Pooled Separate Account	—	—	$78K	0.6%
T. ROWE PRICE US SMALL CAP VALUE EQ TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 425	Pooled Separate Account	—	—	$77K	0.6%
STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504	Pooled Separate Account	—	—	$62K	0.5%
STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 410	Pooled Separate Account	—	—	$45K	0.4%
STATE STREET SECCOURSE INC BY TA RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 414	Pooled Separate Account	—	—	$37K	0.3%
DFA EMERGING MARKETS CORE EQUITY RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 759	Pooled Separate Account	—	—	$34K	0.3%
BLACKROCK TOTAL RETRN RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 715	Pooled Separate Account	—	—	$24K	0.2%