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Original filing (PDF)20251008113859NAL0013280802001
ARNOLD TRANSPORTATION SERVICES, INC.
Form 5500
FILING_RECEIVED
ARNOLD TRANSPORTATION SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
118
Accounts w/ balance
87
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
90
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
- Below-peer total fees (20 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARNOLD TRANSPORTATION SERVICES, INC..
Plan sponsor
Name
ARNOLD TRANSPORTATION SERVICES, INC.
EIN
23-1582737
Address
919 N MARKET STREET, SUITE 460 · P.O. BOX 549 · WILMINGTON, DE · 19801
Phone
(302) 472-7427
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
2025-10-08
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
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $3K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
21 direct securities · 1 pooled fund· $1.6M(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
$1.6M
21 holdings
Common Collective Trust
$21K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Capital, Inc. Transamerica Stock Index R | — | — | — | $340K | 21.6% | |
| T. Rowe Price T. Rowe Price Retrmnt 2035 Adv | — | — | — | $170K | 10.7% | |
| T. Rowe Price T. Rowe Price Retrmnt 2030 Adv | — | — | — | $144K | 9.1% | |
| T. Rowe Price T. Rowe Price Retrmnt 2025 Adv | — | — | — | $124K | 7.9% | |
| T. Rowe Price T. Rowe Price Retrmnt 2045 Adv | — | — | — | $117K | 7.4% | |
| MFS Intl Gr R3 | — | — | — | $93K | 5.9% | |
| T. Rowe Price T. Rowe Price Retrmnt 2015 Adv 144 T. Rowe Price T. Rowe Price Retrmnt 2020 Adv | — | — | — | $89K | 5.7% | |
| T. Rowe Price T. Rowe Price Retrmnt 2040 Adv | — | — | — | $79K | 5.0% | |
| Putnam Lg Cap Val A | — | — | — | $75K | 4.8% | |
| Mainstay Winslow Lg Cap Gr R3 | — | — | — | $64K | 4.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $48K | 3.0% | |
| Virtus Silvant Mid-Cap Gr Instl | — | — | — | $47K | 3.0% | |
| Neuberger Berman Neuberger Berman Small Cap Gr R6 | — | — | — | $38K | 2.4% | |
| BNY Mellon Glbl Fixed Inc I | — | — | — | $30K | 1.9% | |
| MFS Mid Cap Val R3 | — | — | — | $29K | 1.8% | |
| Vanguard REIT Index Adm | — | — | — | $24K | 1.5% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $21K | 1.3% | |
| Legg Mason/Western Asset Western Asset Core Plus Bd I | — | — | — | $21K | 1.3% | |
| T. Rowe Price T. Rowe Price Retrmnt 2050 Adv | — | — | — | $7K | 0.5% | |
| State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $6K | 0.4% | |
| Transamerica Capital, Inc. Transamerica Govt Money Market R2 | — | — | — | $6K | 0.4% | |
| T. Rowe Price T. Rowe Price Retrmnt 2055 Adv | — | — | — | $5K | 0.3% |
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