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Original filing (PDF)20250829145507NAL0022436642001
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.
Form 5500
FILING_RECEIVED
KNIGHT-SWIFT TRANSPORTATION HOLDINGS, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
31,022
Accounts w/ balance
30,327
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
9 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
68
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 281% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (8 disclosed providers, 5 categories).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC..
Plan sponsor
Name
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.
EIN
20-5589597
Address
2200 S 75TH AVE · PHOENIX, AZ · 850437410
Phone
(800) 800-2200
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIETZSCH LAW GROUP,PA | 81-0574082 | — | INVESTMENT ADVISORY | $297K | — |
| LBMC PC | 62-1199757 | — | INVESTMENT ADVISORY | $21K | — |
| MMA SECURITIES, LLC | 22-3570392 | — | CONSULTANT | $0 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | BROKER/DEALER | $1K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $1.6M | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | INV ADV, PARTICIPANTS | $336 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
34 direct securities · 9 pooled funds· $1.1B(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.
Uncategorized
$806.1M
34 holdings
Common Collective Trust
$201.4M
8 holdings
Pooled Separate Account
$42.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA SP 500 IDX SEC LND SER II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $86.1M | 8.5% | |
| Capital Research and Management Company American Funds Target Date 2030 Fund | — | — | — | $85.3M | 8.4% | |
| Capital Research and Management Company American Funds Target Date 2040 Fund | — | — | — | $71.0M | 7.0% | |
| LARGE CAP GRWTH FD III CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $70.8M | 6.9% | |
| Capital Research and Management Company American Funds Washington Mutual A Fund | — | — | — | $60.0M | 5.9% | |
| Capital Research and Management Company American Funds Target Date 2035 Fund | — | — | — | $58.4M | 5.7% | |
| Capital Research and Management Company American Funds Target Date 2045 Fund | — | — | — | $46.3M | 4.5% | |
| Capital Research and Management Company American Funds Target Date 2050 Fund | — | — | — | $45.9M | 4.5% | |
| Principal Life Insurance Company MidCap Institutional Fund | — | — | — | $42.8M | 4.2% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $42.8M | 4.2% | |
| Capital Research and Management Company American Funds Target Date 2055 Fund | — | — | — | $41.6M | 4.1% | |
| Capital Research and Management Company American Funds Investment Company of American A Fund | — | — | — | $38.6M | 3.8% | |
| Capital Research and Management Company American Funds Target Date 2025 Fund | — | — | — | $33.0M | 3.2% | |
| Capital Research and Management Company American Funds AM Balanced A Fund | — | — | — | $32.6M | 3.2% | |
| Prudential Stable Value Fund | — | — | — | $31.0M | 3.0% | |
| Capital Research and Management Company American Funds New Prosperity A Fund | — | — | — | $28.9M | 2.8% | |
| Capital Research and Management Company American Funds Europacific Growth A Fund | — | — | — | $24.2M | 2.4% | |
| Capital Research and Management Company American Funds Target Date 2020 Fund | — | — | — | $21.5M | 2.1% | |
| Capital Research and Management Company American Funds Government Securities A Fund | — | — | — | $18.6M | 1.8% | |
| JP Morgan Investment Management, Inc. JP Morgan Small Cap Equity Select Fund | — | — | — | $18.2M | 1.8% | |
| Capital Research and Management Company American Funds Target Date 2060 Fund | — | — | — | $17.8M | 1.7% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $14.7M | 1.4% | |
| State Street Global Advisors, Inc. SSGA Russell Small Mid Cap Fund | — | — | — | $14.5M | 1.4% | |
| SSGA RUSS SM MD CP IDX CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $14.5M | 1.4% | |
| Capital Research and Management Company American Funds Capital World Growth and Income Fund | — | — | — | $10.7M | 1.0% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $9.8M | 1.0% | |
| Capital Research and Management Company American Funds Target Date 2065 Fund | — | — | — | $9.7M | 0.9% | |
| Various Self Directed Brokerage | — | — | — | $9.0M | 0.9% | |
| State Street Global Advisors, Inc. SSGA Global Equity Ex-US Fund | — | — | — | $7.6M | 0.7% | |
| SSGA GL AC EQ EXUS IDX SL II STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $7.6M | 0.7% | |
| Participants Participant Loans - Rates at 3.25% - 9.50% - | — | — | — | $6.6M | 0.6% | |
| Capital Research and Management Company American Funds New Economy A Fund | — | — | — | $6.5M | 0.6% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $5.5M | 0.5% | |
| Capital Research and Management Company American Funds Target Date 2010 Fund | — | — | — | $3.3M | 0.3% | |
| Cohen & Steers Real Estate Sector I | — | — | — | $3.0M | 0.3% | |
| Capital Research and Management Company American Funds Small Cap World A Fund | — | — | — | $2.4M | 0.2% | |
| Goldman Sachs Emerging Market Equity Fund | — | — | — | $2.3M | 0.2% | |
| PIONEER MLT-SCR FIX INC PRT R1 GREAT GRAY TRUST COMPANY · EIN 38-4065337 / PN 435 | Common Collective Trust | — | — | $2.1M | 0.2% | |
| Capital Research and Management Company American Funds Target Date 2015 Fund | — | — | — | $2.1M | 0.2% | |
| PIMCO Real Return A Fund | — | — | — | $2.0M | 0.2% | |
| Knight Swift Transportation Employer Security Knight Stock | — | — | — | $1.1M | 0.1% | |
| Capital Research and Management Company American Funds Target Date 2070 Fund | — | — | — | $24K | <0.1% | |
| PUTNAM STABLE VALUE FUND (25) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |