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Original filing (PDF)20251014082449NAL0001111923001
CRAFTSMEN TRANSPORTATION SERVICES, LLC
Form 5500
FILING_RECEIVED
CRAFTSMEN TRANSPORTATION SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
126
Accounts w/ balance
158
Plan assets (EOY)
$23.5M
Net assets (EOY)
$23.2M
How this plan invests
This plan
29 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 CRAFTSMEN TRANSPORTATION SERVICES, LLC.
Plan sponsor
Name
CRAFTSMEN TRANSPORTATION SERVICES, LLC
EIN
20-4876360
Address
3755 MUELLER ROAD · ST. CHARLES, MO · 63301
Phone
(636) 757-0500
Industry
Other Services (ex. Public Admin)see 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $49K | — |
| ALERUS INVESTMENT ADVIORS, INC. | 42-1378382 | — | NONE | $8K | — |
Investments
29 direct securities· $22.5M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.7M | 11.7% | |
| American Mutual R6 Mutual Fund | — | — | — | $2.3M | 9.6% | |
| Fidelity Advisor Equity Growth Z Mutual Fund | — | — | — | $2.0M | 8.4% | |
| American Balanced American Balanced R6 Mutual Fund | — | — | — | $1.5M | 6.5% | |
| Vanguard Global Equity Portfolio Fund #129 Mutual Fund | — | — | — | $1.5M | 6.4% | |
| American Funds Target Retirement 2040 Mutual Fund | — | — | — | $1.3M | 5.7% | |
| Dimensional DFA US Targeted Value I Mutual Fund | — | — | — | $1.1M | 4.7% | |
| American Funds Target Retirement 2030 Mutual Fund | — | — | — | $1.1M | 4.5% | |
| American Funds Target Date Retirement 2050 Mutual Fund | — | — | — | $1.0M | 4.4% | |
| Vanguard Index Trust Mid-Cap Index Fund Admiral SHS Mutual Fund | — | — | — | $840K | 3.6% | |
| Vanguard Explorer Admiral Shares, Fund #5024 Mutual Fund | — | — | — | $784K | 3.3% | |
| JP Morgan Mid Cap Growth R6 Mutual Fund | — | — | — | $778K | 3.3% | |
| AFS Europacific Growth R6 Mutual Fund | — | — | — | $698K | 3.0% | |
| Alerus MMKT for Participant Accounts Interest-Bearing Cash | — | — | — | $650K | 2.8% | |
| Vanguard Mid Cap Value Index Adm Mutual Fund | — | — | — | $646K | 2.8% | |
| American Funds Target Retirement 2035 Mutual Fund | — | — | — | $573K | 2.4% | |
| Vanguard Small Cap Index Admiral #548 Mutual Fund | — | — | — | $523K | 2.2% | |
| Vanguard Total Bond Index Admiral Fund #584 Mutual Fund | — | — | — | $420K | 1.8% | |
| American Funds Target Date Retirement 2055 R6 Mutual Fund | — | — | — | $419K | 1.8% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $362K | 1.5% | |
| Vanguard High-Yield Corp Admiral Mutual Fund | — | — | — | $257K | 1.1% | |
| Fidelity Nasdaq Comp Index Mutual Fund | — | — | — | $251K | 1.1% | |
| Notes receivable from participants through August 2029 -- | — | — | — | $219K | 0.9% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | — | — | — | $155K | 0.7% | |
| American Funds Target Retirement 2020 Mutual Fund | — | — | — | $131K | 0.6% | |
| American Funds Target Retirement 2010 Mutual Fund | — | — | — | $94K | 0.4% | |
| American Funds Target Retirement 2045 Mutual Fund | — | — | — | $75K | 0.3% | |
| American Funds Target Retirement 2025 Mutual Fund | — | — | — | $46K | 0.2% | |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL Mutual Fund | — | — | — | $29K | 0.1% |
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