Back to filter
Original filing (PDF)20250612205620NAL0028018672001
ORANGE AVENUE EXPRESS, INC.
Form 5500-SF
FILING_RECEIVED
ORANGE AVENUE EXPRESS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
32
Accounts w/ balance
36
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORANGE AVENUE EXPRESS, INC..
Plan sponsor
Name
ORANGE AVENUE EXPRESS, INC.
EIN
11-3687871
Address
1825 W MAIN ST STE 8 · VISALIA, CA · 932926787
Phone
(562) 216-4353
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Transportation & Warehousing plans
M&M TRANSPORT, INC.
M&M TRANSPORT, INC. PROFIT SHARING PLAN
$1.2M · 18 participants
CLE TRANSPORTATION COMPANY
CLE TRANSPORTATION COMPANY PROFIT-SHARING PLAN AND TRUST
$1.2M · 18 participants
SERVICE TRANSFER, INC.
SERVICE TRANSFER, INC. 401K PLAN
$1.2M · 44 participants
WORLDWIDE LOGISTICS PARTNERS INC
WORLDWIDE LOGISTICS PARTNERS INC. CASH BALANCE PENSION PLAN
$1.2M · 10 participants
W.J. PLUMLY, INC.
W.J. PLUMLY, INC. PROFIT SHARING PLAN
$1.2M · 4 participants
PLATINUM CARGO LOGISTICS, INC.
PLATINUM CARGO LOGISTICS, INC. 401(K) PLAN
$1.2M · 35 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
