Plan Snapshot
- Plan Sponsor: Landstar System Holdings, INC.
- Sponsor EIN: 061245498
- Sponsor Address: 13410 SUTTON PARK DRIVE S., JACKSONVILLE, FL, 32224
- Plan Type: 401(k)
- Total Participants: 1,301
- Total Assets: $169.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,301 | $169.0M | $2.8M | $6.1M |
| 2023 | 1,324 | $151.6M | $2.9M | $6.1M |
| 2022 | 1,289 | $131.8M | $2.9M | $5.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MILLIMAN, INC. | NONE | $203,842 | — | $203,842 |
| CAP FINANCIAL PARTNERS, LLC | NONE | $50,000 | — | $50,000 |
| CHARLES SCHWAB TRUST BANK | NONE | $34 | $28,604 | $28,638 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $282,480
- Estimated Expense Ratio: 0.167% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |