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Original filing (PDF)20250923130539NAL0002570691001
TRAC INTERMODAL
Form 5500
FILING_RECEIVED
TRAC INTERMODAL RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
526
Accounts w/ balance
689
Plan assets (EOY)
$95.3M
Net assets (EOY)
$95.3M
How this plan invests
This plan
14 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRAC INTERMODAL.
Plan sponsor
Name
TRAC INTERMODAL
EIN
13-3467669
Address
750 COLLEGE ROAD EAST · PRINCETON, NJ · 08540
Phone
(609) 986-0620
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
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
MERCADIEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $78K | — |
| MMA SECURITIES | — | NEW YORK, NY | NONE | $63K | — |
| MERCADIEN PC CPA | — | HAMILTON, NJ | NONE | $20K | — |
Investments
21 direct securities · 14 pooled funds· $95.1M(100% 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.
Common Collective Trust
$63.1M
14 holdings
Uncategorized
$31.8M
20 holdings
Mutual Funds
$205K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RET HYB 2035 TR T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $11.3M | 11.9% | |
| T. ROWE PRICE RET HYB 2030 TR T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $10.0M | 10.5% | |
| T. ROWE PRICE RET HYB 2045 TR T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $9.5M | 9.9% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $9.3M | 9.8% | |
| T. ROWE PRICE RET HYB 2025 TR T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $8.1M | 8.5% | |
| T. ROWE PRICE RET HYB 2040 TR T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $6.5M | 6.8% | |
| Fidelity Adv Equity Growth Z Mutual Fund | — | — | — | $5.2M | 5.4% | |
| T. ROWE PRICE RET HYB 2050 TR T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $4.9M | 5.1% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.5M | 4.7% | |
| T. ROWE PRICE RET HYB 2020 TR T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $3.0M | 3.1% | |
| T. ROWE PRICE RET HYB 2055 TR T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $2.9M | 3.1% | |
| JP Morgan Equity Income R6 Mutual Fund | — | — | — | $2.1M | 2.2% | |
| JPMorgan Mid Cap Growth R6 Mutual Fund | — | — | — | $1.9M | 2.0% | |
| T. ROWE PRICE RET HYB 2060 TR T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $1.8M | 1.9% | |
| T. Rowe Price Mid-Cap Value Fund Mutual Fund | — | — | — | $1.7M | 1.8% | |
| JPMorgan Core Plus Bond R6 Mutual Fund | — | — | — | $1.7M | 1.8% | |
| maturities through May 26, 2034 | — | — | — | $1.6M | 1.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.5M | 1.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $1.3M | 1.4% | |
| T. Rowe Price Overseas Stock Fund Mutual Fund | — | — | — | $1.1M | 1.2% | |
| T. Rowe Price Balanced Fund Mutual Fund | — | — | — | $1.0M | 1.1% | |
| Royce Small Cap Opp Instl Mutual Fund | — | — | — | $750K | 0.8% | |
| T. Rowe Price International Discovery Fund Mutual Fund | — | — | — | $727K | 0.8% | |
| Fidelity Global EX US IND Fund Mutual Fund | — | — | — | $601K | 0.6% | |
| T. Rowe Price Government Money Mutual Fund | — | — | — | $508K | 0.5% | |
| T. Rowe Price Integrated US SM-Cap GR EQ Mutual Fund | — | — | — | $482K | 0.5% | |
| T. ROWE PRICE RET HYB 2065 TR T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $437K | 0.5% | |
| American New World R6 Mutual Fund | Mutual Funds | — | — | $205K | 0.2% | |
| T. ROWE PRICE RET HYB 2010 TR T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $167K | 0.2% | |
| Cohen&Steers Real Estate SEC Z Mutual Fund | — | — | — | $124K | 0.1% | |
| Blackrock High Yield Bond K Mutual Fund | — | — | — | $98K | 0.1% | |
| T. ROWE PRICE RET HYB 2015 TR T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $68K | <0.1% | |
| PIMCO Income Instl Mutual Fund | — | — | — | $68K | <0.1% | |
| T. ROWE PRICE RET HYB 2005 TR T4 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $51K | <0.1% | |
| PIMCO Real Return Mutual Fund | — | — | — | $9K | <0.1% |
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