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Original filing (PDF)20251002110757NAL0000654352001
TRANSCORE, LP
Form 5500
FILING_RECEIVED
TRANSCORE 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,067
Accounts w/ balance
2,383
Plan assets (EOY)
$230.2M
Net assets (EOY)
$230.2M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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 (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSCORE, LP.
Plan sponsor
Name
TRANSCORE, LP
EIN
25-1730334
Address
150 4TH AVE N. SUITE 1200 · NASHVILLE, TN · 37219
Phone
(615) 988-9981
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCKONLY & ASBURY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $150K | — |
Investments
31 direct securities · 1 pooled fund· $229.5M(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
$227.8M
31 holdings
Common Collective Trust
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Mutual Fund | — | — | — | $27.5M | 12.0% | |
| American Fund 2035 Target Retirement Mutual Fund | — | — | — | $27.1M | 11.8% | |
| American Fund 2030 Target Retirement Mutual Fund | — | — | — | $23.1M | 10.0% | |
| American Fund 2040 Target Retirement Mutual Fund | — | — | — | $22.3M | 9.7% | |
| American Fund 2045 Target Retirement Mutual Fund | — | — | — | $19.9M | 8.7% | |
| American Fund 2025 Target Retirement Mutual Fund | — | — | — | $19.8M | 8.6% | |
| American Fund 2020 Target Retirement Mutual Fund | — | — | — | $14.6M | 6.3% | |
| Vanguard Mid Cap Index Fund Institutional Mutual Fund | — | — | — | $10.8M | 4.7% | |
| American Fund 2050 Target Retirement Mutual Fund | — | — | — | $9.6M | 4.2% | |
| Personal Choice Retirement Participant Directed Brokerage Accounts | — | — | — | $7.1M | 3.1% | |
| American Fund 2055 Target Retirement Mutual Fund | — | — | — | $6.9M | 3.0% | |
| Vanguard Developed Markets Index Institutional Mutual Fund | — | — | — | $5.9M | 2.5% | |
| Vanguard Small-Cap Index Institutional Mutual Fund | — | — | — | $4.8M | 2.1% | |
| AB Large Cap Growth Adv Cl Mutual Fund | — | — | — | $4.6M | 2.0% | |
| Vanguard Total Bond Market Index Institutional Shares Mutual Fund | — | — | — | $4.3M | 1.9% | |
| American Fund 2060 Target Retirement Mutual Fund | — | — | — | $3.6M | 1.6% | |
| Notes receivable from participants (participant loans) 9.00% - 9.50% -0- $ | — | — | — | $3.6M | 1.5% | |
| American Fund 2015 Target Retirement Mutual Fund | — | — | — | $2.9M | 1.2% | |
| Goldman Sachs Emerging Markets Equity Mutual Fund | — | — | — | $2.3M | 1.0% | |
| Roper Technologies Stock Fund Unitized Fund | — | — | — | $1.8M | 0.8% | |
| Lincoln Stable Value Account Group Fixed Annuity Contract | — | — | — | $1.7M | 0.8% | |
| VANGUARD RETIREMENT TRUST III VANGUARD GROUP, INC. · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $1.7M | 0.7% | |
| American Fund 2065 Target Retirement Mutual Fund | — | — | — | $884K | 0.4% | |
| MFS Value Class R4 Mutual Fund | — | — | — | $648K | 0.3% | |
| Fidelity Advisor International Capital Appreciation Mutual Fund | — | — | — | $558K | 0.2% | |
| Lord Abbett Bond Debenture Class R4 Mutual Fund | — | — | — | $425K | 0.2% | |
| BNY Mellon Core Plus Mutual Fund | — | — | — | $301K | 0.1% | |
| MFS Mid Cap Value Class R4 Mutual Fund | — | — | — | $299K | 0.1% | |
| Delaware Ivy Mid Cap Growth Mutual Fund | — | — | — | $210K | <0.1% | |
| AB Small Cap Growth Adv Cl Mutual Fund | — | — | — | $207K | <0.1% | |
| American Fund 2010 Target Retirement Mutual Fund | — | — | — | $95K | <0.1% | |
| AB Small Cap Value Advisor Mutual Fund | — | — | — | $61K | <0.1% |
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