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Original filing (PDF)20251015131409NAL0004644033001

CAMPBELL'S AUTO EXPRESS, INC.

Form 5500
FILING_RECEIVED
CAMPBELL'S AUTO EXPRESS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
113
Accounts w/ balance
116
Plan assets (EOY)
$23.1M
Net assets (EOY)
$23.1M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAMPBELL'S AUTO EXPRESS, INC..
Plan sponsor
Name
CAMPBELL'S AUTO EXPRESS, INC.
EIN
22-1804247
Address
134 LAUREL DRIVE · PITMAN, NJ · 080710119
Phone
(856) 589-8300
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOLMAN FRENIA ALLISON
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

Investments

31 direct securities· $22.9M(99% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
T. Rowe Price Blue Chip Growth Fund N/A$5.5M23.7%
Registered Investment Companies American Funds American Funds 2025 TD N/A$3.6M15.8%
John Hancock JH Multimanager Balanced LS N/A$2.3M10.1%
American Funds American Funds 2045 TD N/A$2.3M9.8%
American Funds American Funds 2035 TD N/A$1.8M7.8%
American Funds Capital World Growth & Income N/A$1.4M5.9%
S&P 500 Index Fund N/A$1.2M5.2%
American Funds American Funds 2030 TD N/A$891K3.9%
John Hancock John Hancock Disciplined Value N/A$745K3.2%
Collective Investment Trust * John Hancock John Hancock Stable Value Fund N/A$480K2.1%
Blackrock High Yield Bond Fund N/A$467K2.0%
not to exceed 5 years, unless utilized for the purchase of a home. -0-$367K1.6%
PGIM Total Return Bond Fund N/A$323K1.4%
American Funds American Funds 2040 TD N/A$284K1.2%
Vanguard Explorer Fund N/A$273K1.2%
Nuveen Small-Cap Blend Index N/A$246K1.1%
American Funds EuroPac Growth N/A$178K0.8%
American Funds American Funds 2055 TD N/A$143K0.6%
Fidelity Mid Cap Index Fund N/A$98K0.4%
John Hancock Total Bond Market Fund N/A$58K0.3%
American Funds American Funds 2060 TD N/A$46K0.2%
Fidelity International Index N/A$42K0.2%
John Hancock Cash N/A$40K0.2%
American Funds New World Fund N/A$37K0.2%
DFA Inflation-protected Sec N/A$36K0.2%
John Hancock JH Multimanager Growth LS N/A$21K<0.1%
Principal Global Real Estate N/A$16K<0.1%
Dodge & Cox International St N/A$5K<0.1%
American Funds American Funds 2065 TD N/A$5K<0.1%
John Hancock JH Multimanager Aggressive LS N/A$4K<0.1%
Cash BB&T Cash N/A$2K<0.1%

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