Original filing (PDF)20241121133608NAL0000279139001

ROBERT NEFF & SONS TRUCKING, INC.

Name: ROBERT NEFF & SONS TRUCKING, INC. — NEFF TRUCKING, Form 5500 (2023)
Creator: ROBERT NEFF & SONS TRUCKING, INC.

Form 5500-SF

FILING_RECEIVED

NEFF TRUCKING

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT NEFF & SONS TRUCKING, INC..

Plan sponsor

Name

ROBERT NEFF & SONS TRUCKING, INC.

EIN

31-0648169

Address

132 S. SHAWNEE AVENUE · ZANESVILLE, OH · 437016221

Phone

(740) 454-0128

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2024-11-21

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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