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Original filing (PDF)20251010141843NAL0008302081001
ACADEMY BUS, LLC
Form 5500
FILING_RECEIVED
ACADEMY SALARY SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,612
Accounts w/ balance
1,709
Plan assets (EOY)
$48.5M
Net assets (EOY)
$48.5M
How this plan invests
This plan
1 pooled trust
Schedule D
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.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACADEMY BUS, LLC.
Plan sponsor
Name
ACADEMY BUS, LLC
EIN
22-3765142
Address
111 PATERSON AVE · HOBOKEN, NJ · 07030
Phone
(201) 420-7000
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP LLC | — | RED BANK, NJ | NONE | $65K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $28K | — |
Investments
28 direct securities · 1 pooled fund· $48.4M(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
$43.3M
28 holdings
Common Collective Trust
$5.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $5.1M | 10.6% | |
| Fidelity Advisor Freedom 2035 | — | — | — | $3.9M | 8.0% | |
| Fidelity Advisor Freedom 2025 | — | — | — | $3.8M | 7.8% | |
| JP Morgan Equity Income A | — | — | — | $3.7M | 7.6% | |
| Fidelity Advisor Freedom Income | — | — | — | $3.5M | 7.3% | |
| Fidelity Advisor Freedom 2030 | — | — | — | $3.5M | 7.3% | |
| MFS Mass Invest GR Stock R2 | — | — | — | $2.9M | 6.1% | |
| Fidelity Advisor Freedom 2045 | — | — | — | $2.6M | 5.4% | |
| American Funds Growth and Inc | — | — | — | $2.2M | 4.6% | |
| Hartford Total Return Bond R4 | — | — | — | $1.8M | 3.7% | |
| Empower International Value | — | — | — | $1.7M | 3.5% | |
| Fidelity Advisor Freedom 2040 | — | — | — | $1.6M | 3.4% | |
| Fidelity Advisor Freedom 2050 | — | — | — | $1.6M | 3.3% | |
| Participant loans | — | — | — | $1.5M | 3.2% | |
| MFS Value R3 | — | — | — | $1.2M | 2.4% | |
| Fidelity Advisor Freedom 2055 | — | — | — | $1.1M | 2.2% | |
| Nuveen S&P 500 Index Retire | — | — | — | $926K | 1.9% | |
| American Cap Inc Builder R3 | — | — | — | $888K | 1.8% | |
| Nuveen Mid Cap Value I | — | — | — | $734K | 1.5% | |
| Fed Hermes International Small-Mid Co A | — | — | — | $713K | 1.5% | |
| Buffalo Small Cap | — | — | — | $692K | 1.4% | |
| Fidelity Advisor Freedom 2020 | — | — | — | $643K | 1.3% | |
| Vanguard Fed Money Market Fund | — | — | — | $492K | 1.0% | |
| Macquarie Mid Cap Growth Y | — | — | — | $479K | 1.0% | |
| American Beacon Small Cap Val | — | — | — | $371K | 0.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $289K | 0.6% | |
| Ishares MSCI EAFE Intl Index K | — | — | — | $163K | 0.3% | |
| Schwab Small Cap Index Inv | — | — | — | $122K | 0.3% | |
| Schwab U.S. Aggregate Bond Ind | — | — | — | $32K | <0.1% |
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