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Original filing (PDF)20241015150428NAL0016704195001

OUTWEST EXPRESS LLC

Form 5500
FILING_RECEIVED
OUTWEST EXPRESS LLC. 401K PLAN
401(k) retirement plan
Signals · 1
~505918 bps in Sched C fees
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$98
Net assets (EOY)
$98
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
  • 505918 bps in Schedule C fees — 320101% above peer band of 158 bps.
  • No active participants reported but plan still holds assets.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OUTWEST EXPRESS LLC.
Plan sponsor
Name
OUTWEST EXPRESS LLC
EIN
27-2624019
Address
11090 GATEWAY BLVD E · EI PASO, TX · 79927
Phone
(915) 595-6569
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
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
BEASLEY MITCHELL & CO LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

2 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745—RECORD KEEPER$5K—
ADP BROKER-DEALER22-3319984—RECORD KEEPER$0—

Investments

1 pooled fund· $87(89% 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.

InvestmentTypeCurrent value% of plan
INVESCO STABLE ASSET
INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001
Common Collective Trust
$8788.8%

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