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Original filing (PDF)20250731120348NAL0006011905001
TFORCE HOLDINGS USA, INC.
Form 5500
FILING_RECEIVED
TFORCE HOLDINGS USA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
5,574
Accounts w/ balance
4,136
Plan assets (EOY)
$276.4M
Net assets (EOY)
$276.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 85% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TFORCE HOLDINGS USA, INC..
Plan sponsor
Name
TFORCE HOLDINGS USA, INC.
EIN
33-1221977
Address
14881 QUORUM DR · 700 · DALLAS, TX · 75254
Phone
(214) 546-4165
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
2025-07-31
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)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLENLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $289K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH & MCLENNAN COMPANIES, INC. | 36-2668272 | — | CONSULTANT | $91K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $65K | — |
| MERCER INVESTMENTS LLC | 30-0282430 | — | CONSULTANT | $23K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $36K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH GAMBRELL & RUSSELL LLP | 58-0967450 | — | ATTORNEY/LEGAL | $8K | — |
Investments
26 direct securities · 4 pooled funds· $288.2M(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
$266.6M
26 holdings
Common Collective Trust
$21.6M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $32.9M | 11.9% | |
| T. Rowe Price Retirement 2030 | — | — | — | $28.5M | 10.3% | |
| T. Rowe Price Retirement 2035 | — | — | — | $26.9M | 9.7% | |
| Fidelity Growth Company | — | — | — | $24.2M | 8.8% | |
| T. Rowe Price Retirement 2025 | — | — | — | $20.3M | 7.4% | |
| T. Rowe Price Retirement 2040 | — | — | — | $14.4M | 5.2% | |
| T. Rowe Price Retirement 2045 | — | — | — | $14.1M | 5.1% | |
| JPMorgan US Equity | — | — | — | $12.6M | 4.5% | |
| Invesco Trust Co. Stable Value Trust | — | — | — | $11.8M | 4.3% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $11.8M | 4.3% | |
| Fidelity US Bond Index | — | — | — | $11.6M | 4.2% | |
| Vanguard Total International Stock | — | — | — | $10.6M | 3.8% | |
| Fidelity Extended Market Index | — | — | — | $9.4M | 3.4% | |
| T. Rowe Price Retirement 2050 | — | — | — | $9.2M | 3.3% | |
| T. Rowe Price Retirement 2055 | — | — | — | $7.3M | 2.6% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $5.6M | 2.0% | |
| MFS International Intrinsic Value | — | — | — | $5.0M | 1.8% | |
| MFS Value | — | — | — | $4.6M | 1.7% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $4.4M | 1.6% | |
| T. Rowe Price Retirement 2020 | — | — | — | $4.3M | 1.6% | |
| T. Rowe Price Retirement 2060 | — | — | — | $3.4M | 1.2% | |
| T. Rowe Price Retirement 2015 | — | — | — | $3.3M | 1.2% | |
| Victory Integrity Small Cap Value | — | — | — | $2.7M | 1.0% | |
| EAGLE MID CAP GR 1 ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.8% | |
| CEREDEX MID-CP VAL 2 SEI TRUST COMPANY · EIN 45-1286900 / PN 046 | Common Collective Trust | — | — | $2.0M | 0.7% | |
| Loomis Sayles Small Cap Growth | — | — | — | $1.8M | 0.7% | |
| Baillie Gifford Emerging Markets Equity | — | — | — | $1.8M | 0.6% | |
| T. Rowe Price Retirement 2005 | — | — | — | $892K | 0.3% | |
| T. Rowe Price Retirement 2010 | — | — | — | $482K | 0.2% | |
| T. Rowe Price Retirement 2065 | — | — | — | $390K | 0.1% |