Mastery Logistics Systems 401(k) match, vesting and fees
What Mastery Logistics Systems' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Financial Life Ins Co | Schedule C ↗ |
| Independent auditor | Hallowell 401(k) Assurance, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 246 defined-contribution plans in transportation and warehousing with 500 to 999 participants.
| Mastery Logistics Systems: employer contribution per participant | $4,605 | |
| Peer median | $1,244 |
| Mastery Logistics Systems: average balance | $66,717 | |
| Peer median | $40,518 |
| Mastery Logistics Systems: admin expenses ÷ assets | 0.99% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $12.8M at the end of plan year 2022 to $36.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 579 | $36.5M | $2.5M | $4,605 | 0.99% | Not published | Form 5500 ↗ |
| 2023 | 612 | $24.5M | $2.5M | $4,379 | 0.61% | Not published | Form 5500 ↗ |
| 2022 | 605 | $12.8M | $2M | $3,522 | 0.84% | Not published | Form 5500 ↗ |
Common questions
Does Mastery Logistics Systems match 401(k) contributions?
The match terms for the Mastery Logistics Systems, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.5M in employer contributions, about $4,605 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mastery Logistics Systems 401(k) match vested?
The vesting schedule for the Mastery Logistics Systems, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mastery Logistics Systems 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Financial Life Ins Co. The plan administrator is Mastery Logistics Systems, Inc..
I left Mastery Logistics Systems. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mastery Logistics Systems, Inc., (414) 530-0093) or the recordkeeper, Transamerica Financial Life Ins Co. The Mastery Logistics Systems old 401(k) page lists the contacts from every plan filing. Find an old Mastery Logistics Systems 401(k)
Data from the public Form 5500 annual reports Mastery Logistics Systems filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Mastery Logistics Systems. Not financial advice. Report a correction · Methodology