Back to filter
Original filing (PDF)20250801051329NAL0011932642001
ESHIPPING
Form 5500
FILING_RECEIVED
ESHIPPING LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
416
Accounts w/ balance
403
Plan assets (EOY)
$18.6M
Net assets (EOY)
$18.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 67 bps in Schedule C fees — 133% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESHIPPING.
Plan sponsor
Name
ESHIPPING
EIN
20-3883166
Address
10812 NW HIGHWAY 45 · PARKVILLE, MO · 64152
Phone
(816) 656-8661
Industry
Transportation & Warehousingsee 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
2025-08-01
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
GRANT THORTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 87-3356273 | — | ACCOUNTANT | $16K | — |
| GRANT THORNTON LLP | 36-6055558 | — | AUDITOR | $13K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $58K | — |
| MESIROW FINANCIAL INC | 36-3194849 | — | INVESTMENT/FINANCIAL ADVI | $25K | — |
Investments
26 direct securities · 1 pooled fund· $18.5M(99% 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.
Registered Investment Companies
$18.2M
26 holdings
Common Collective Trust
$333K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $4.3M | 23.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.7M | 14.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.9M | 10.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.8M | 9.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $970K | 5.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $934K | 5.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $606K | 3.3% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $584K | 3.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $533K | 2.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $494K | 2.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $459K | 2.5% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $432K | 2.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $365K | 2.0% | |
| COLUMBIA MID CAP INDEX I2 | Registered Investment Companies | — | — | $335K | 1.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $333K | 1.8% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $287K | 1.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $249K | 1.3% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $241K | 1.3% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $181K | 1.0% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $175K | 0.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $124K | 0.7% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $119K | 0.6% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $111K | 0.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $102K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $86K | 0.5% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $70K | 0.4% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $46K | 0.2% |
Related plans
Other plans using CREATIVE PLANNING HOLDCO, LLC
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BVH, INC.
BLACK & VEATCH RETIREMENT PROGRAM
$3.0B · 7,022 participants
BLACK & VEATCH HOLDING COMPANY
BLACK & VEATCH RETIREMENT PROGRAM
$2.7B · 7,191 participants
HNTB HOLDINGS LTD.
HNTB OWNERSHIP PLAN
$2.2B · 6,881 participants
NAPA MANAGEMENT SERVICES CORPORATION
NAPA MANAGEMENT SERVICES CORPORATION 401(K) PLAN
$1.5B · 3,665 participants
RADIOLOGY PARTNERS, INC.
RADIOLOGY PARTNERS, INC. PARTNER PLAN
$1.0B · 1,428 participants
Similar-size Transportation & Warehousing plans
OUR BEST ASSETS, INC.
DHX -DEPENDABLE HAWAIIAN EXPRESS, INC./ OUR BEST ASSETS. INC. 401(K) PLAN
$18.5M · 429 participants
MALCA-AMIT NORTH AMERICA, INC.
MALCA-AMIT NORTH AMERICA, INC. 401(K) SAVINGS PLAN
$18.5M · 502 participants
H & M BAY, INC.
H & M BAY, INC. CORPORATE PROFIT SHARING PLAN
$18.8M · 256 participants
GENERAL STEAMSHIP AGENCIES, INC.
GENERAL STEAMSHIP PROFIT SHARING & RETIREMENT SAVINGS PLAN
$18.8M · 105 participants
CORNERSTONE SYSTEMS, INC.
CORNERSTONE SYSTEMS, INC. 401(K) PLAN
$19.0M · 174 participants
MID AMERICA OVERSEAS INC
MID AMERICA OVERSEAS INC 401(K) PROFIT SHARING PLAN & TRUST
$19.1M · 180 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B