States Logistics Services 401(k) match, vesting and fees
What States Logistics Services' 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Windes, Inc. (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.
| States Logistics Services: employer contribution per participant | $417 | |
| Peer median | $1,244 |
| States Logistics Services: average balance | $21,420 | |
| Peer median | $40,518 |
| States Logistics Services: admin expenses ÷ assets | 0.75% | |
| 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 $12.6M at the end of plan year 2021 to $17.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 846 | $17.5M | $342K | $417 | 0.75% | Not published | Form 5500 ↗ |
| 2023 | 802 | $14.2M | $252K | $327 | 0.70% | Not published | Form 5500 ↗ |
| 2022 | 597 | $11.2M | $0 | $0 | 0.74% | Not published | Form 5500 ↗ |
| 2021 | 586 | $12.6M | $0 | $0 | 0.76% | Not published | Form 5500 ↗ |
Other States Logistics Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
States Logistics Services, Inc. Employee Stock Ownership Plan
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.
| Independent auditor | Windes, Inc. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does States Logistics Services match 401(k) contributions?
The match terms for the States Logistics 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $342K in employer contributions, about $417 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the States Logistics Services 401(k) match vested?
The vesting schedule for the States Logistics 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the States Logistics Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is States Logistics Services, Inc..
I left States Logistics Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (States Logistics Services, Inc., (714) 367-8222) or the recordkeeper, Empower Annuity Insurance Company O. The States Logistics Services old 401(k) page lists the contacts from every plan filing. Find an old States Logistics Services 401(k)
Data from the public Form 5500 annual reports States Logistics Services filed with the U.S. Department of Labor (plan years 2021 and 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 States Logistics Services. Not financial advice. Report a correction · Methodology