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Original filing (PDF)20260216153217NAL0005506755001
BISON TRANSPORT (USA), INC.
Form 5500
FILING_RECEIVED
BISON TRANSPORT (USA), INC. EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
921
Accounts w/ balance
640
Plan assets (EOY)
$41.3M
Net assets (EOY)
$41.3M
How this plan invests
This plan
1 pooled trust
Schedule D
58 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BISON TRANSPORT (USA), INC..
Plan sponsor
Name
BISON TRANSPORT (USA), INC.
EIN
33-1220981
Address
9642 WESTERN WAY · AMHERST, WI · 54406
Phone
(204) 631-4280
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-16
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KERBER ROSE SC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $32K | — |
| DEFINITI LLC | 85-0833363 | ERIE, PA | NONE | $29K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $20K | — |
| NATIONWIDE | 31-4177100 | — | NONE | $750 | — |
Investments
56 direct securities · 1 pooled fund· $113.4M(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
$69.6M
55 holdings
Pooled Separate Account
$35.7M
1 holding
Pooled Separate Accounts
$8.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NATIONWIDE QUALIFIED PLANS VARIABLE NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $35.7M | 86.6% | |
| BlackRock LifePath Index 2030 | Pooled Separate Accounts | — | — | $8.1M | 19.6% | |
| BLKRK LFPATH INDX 2030 K POOLED SEPARATE ACCOUNT | — | — | — | $8.1M | 19.6% | |
| Investment Contract * Nationwide Investments Group Annuity | — | — | — | $4.9M | 11.8% | |
| ELOW FIXED FUND UNALLOCATED INSURANCE CONTRACTS | — | — | — | $4.9M | 11.8% | |
| VNGRD GR INDX ADML POOLED SEPARATE ACCOUNT | — | — | — | $3.8M | 9.1% | |
| Vanguard Group Vanguard Growth Index Admiral | — | — | — | $3.8M | 9.1% | |
| Janus Henderson Janus Henderson Forty Fund: N | — | — | — | $3.4M | 8.2% | |
| JNS FRTY N POOLED SEPARATE ACCOUNT | — | — | — | $3.4M | 8.2% | |
| BlackRock LifePath Index 2035 | — | — | — | $2.8M | 6.8% | |
| BLKRK LFPATH INDX 2035 K POOLED SEPARATE ACCOUNT | — | — | — | $2.8M | 6.8% | |
| Vanguard Group Vanguard 500 Index Fund | — | — | — | $2.5M | 6.1% | |
| BlackRock LifePath Index 2040 | — | — | — | $2.4M | 5.8% | |
| BLKRK LFPATH INDX 2040 K POOLED SEPARATE ACCOUNT | — | — | — | $2.4M | 5.8% | |
| BlackRock LifePath Index Retirement | — | — | — | $1.7M | 4.0% | |
| BLKRK LFPATH INDX RTRM K POOLED SEPARATE ACCOUNT | — | — | — | $1.7M | 4.0% | |
| Fidelity Investments Fidelity Puritan Fund 169 Touchstone Investments Touchstone Sands Capital Select Growth | — | — | — | $1.6M | 3.8% | |
| TCHSTN SANDS CAP SEL GR I POOLED SEPARATE ACCOUNT | — | — | — | $1.6M | 3.8% | |
| BlackRock LifePath Index 2050 | — | — | — | $1.3M | 3.0% | |
| BLKRK LFPATH INDX 2050 K POOLED SEPARATE ACCOUNT | — | — | — | $1.3M | 3.0% | |
| PIMCO INC INST POOLED SEPARATE ACCOUNT | — | — | — | $967K | 2.3% | |
| BlackRock LifePath Index 2045 | — | — | — | $938K | 2.3% | |
| BLKRK LFPATH INDX 2045 K POOLED SEPARATE ACCOUNT | — | — | — | $938K | 2.3% | |
| VNGRD TTL INTLSTKINDX ADML POOLED SEPARATE ACCOUNT | — | — | — | $826K | 2.0% | |
| Vanguard Group Vanguard International Stock Index Fund | — | — | — | $826K | 2.0% | |
| BlackRock LifePath Index 2060 | — | — | — | $801K | 1.9% | |
| BLKRK LFPATH INDX 2060 K POOLED SEPARATE ACCOUNT | — | — | — | $801K | 1.9% | |
| Vanguard Group Vanguard Mid Cap Index Fund | — | — | — | $717K | 1.7% | |
| Participant Loans Interest Rates from 4.25% to 10.25% | — | — | — | $648K | 1.6% | |
| Vanguard Group Vanguard Equity Income Fund | — | — | — | $616K | 1.5% | |
| VNGRD EQ INC ADML POOLED SEPARATE ACCOUNT | — | — | — | $616K | 1.5% | |
| VNGRD SMCAP VAL INDX ADML POOLED SEPARATE ACCOUNT | — | — | — | $552K | 1.3% | |
| Vanguard Group Vanguard Small Cap Value Index Fund | — | — | — | $552K | 1.3% | |
| BlackRock LifePath Index 2065 | — | — | — | $531K | 1.3% | |
| BLKRK LFPATH INDX 2065 K POOLED SEPARATE ACCOUNT | — | — | — | $531K | 1.3% | |
| Emerald Investments Emerald Growth Fund | — | — | — | $468K | 1.1% | |
| FID PURITAN POOLED SEPARATE ACCOUNT 169 EMERALD GR A POOLED SEPARATE ACCOUNT | — | — | — | $468K | 1.1% | |
| VNGRD SM CAP INDX FD AS POOLED SEPARATE ACCOUNT | — | — | — | $449K | 1.1% | |
| Vanguard Group Vanguard Small Cap Index Adm | — | — | — | $449K | 1.1% | |
| JNS ENTRP N POOLED SEPARATE ACCOUNT | — | — | — | $409K | 1.0% | |
| Janus Henderson Enterprise Fund | — | — | — | $409K | 1.0% | |
| BLKRK LFPATH INDX 2055 K POOLED SEPARATE ACCOUNT | — | — | — | $360K | 0.9% | |
| BlackRock LifePath Index 2055 | — | — | — | $360K | 0.9% | |
| American Funds American Funds Capital World Growth Income | — | — | — | $275K | 0.7% | |
| AMFDS CAP WLD GR INC R6 POOLED SEPARATE ACCOUNT | — | — | — | $275K | 0.7% | |
| Vanguard Group Vanguard Selective Value Fund | — | — | — | $262K | 0.6% | |
| VNGRD SEL VAL INV POOLED SEPARATE ACCOUNT | — | — | — | $262K | 0.6% | |
| VNGRD REIT INDX ADML POOLED SEPARATE ACCOUNT | — | — | — | $50K | 0.1% | |
| Vanguard Group Real Estate Index Fund | — | — | — | $50K | 0.1% | |
| NW INV DEST AGGR INST POOLED SEPARATE ACCOUNT | — | — | — | $35K | <0.1% | |
| Nationwide Investments Nationwide Investor Designation - Aggressive | — | — | — | $35K | <0.1% | |
| Nationwide Investments Nationwide Govermnent Money Market R6 | — | — | — | $24K | <0.1% | |
| NW GOV MNY MKT R6 POOLED SEPARATE ACCOUNT | — | — | — | $24K | <0.1% | |
| NW INV DEST MOD INST POOLED SEPARATE ACCOUNT | — | — | — | $12K | <0.1% | |
| Nationwide Investments Nationwide Investor Designation - Moderate | — | — | — | $12K | <0.1% | |
| VNGRD ST TRSRY ADML POOLED SEPARATE ACCOUNT | — | — | — | $2K | <0.1% | |
| Vanguard Group Vanguard Short Term Treasury Fund | — | — | — | $2K | <0.1% |