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Original filing (PDF)20251007130311NAL0011354818001
TFORCE HOLDINGS USA, INC.
Form 5500
FILING_RECEIVED
TFORCE FREIGHT PENSION PLAN
Defined-benefit pension plan
Signals · 3
30% in single holdingNo recordkeeper disclosed6 service providers
Active participants
6,832
Accounts w/ balance
—
Plan assets (EOY)
$237.8M
Net assets (EOY)
$237.8M
How this plan invests
This plan
8 pooled trusts
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Mercer Long Duration Investment Grade Fixed Income" is 30% of plan.
- 44 bps in Schedule C fees — 338% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
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 DRIVE · SUITE 700 · DALLAS, TX · 75254
Phone
(214) 560-9453
Industry
Transportation & Warehousingsee all
Plan administrator
Name
TFORCE FREIGHT PENSION PLAN COMMITTEE
EIN
33-1221977
City
RICHMOND, VA
Phone
(804) 291-5911
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TELUS HEALTH (US) LTD | 52-1883918 | — | NONE | $647K | — |
| MERCER INVESTMENTS LLC | 30-0282430 | — | NONE | $159K | — |
| BANK OF NEW YORK MELON | 13-5160382 | — | NONE | $150K | — |
| MERCER US LLC | 13-2834414 | — | NONE | $60K | — |
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | NONE | $16K | — |
| SMITH, GABRELL & RUSSELL, LLP | 58-0967450 | — | NONE | $10K | — |
Investments
1 direct security · 8 pooled funds· $196.6M(83% 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.
Common Collective Trust
$196.0M
8 holdings
Uncategorized
$548K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MERCER PASSIVE LONG CREDIT FIXED IN MERCER TRUST COMPANY LLC · EIN 26-6700496 / PN 016 | Common Collective Trust | — | $62.4M | $58.2M | 24.5% | |
| MERCER US LARGE CAP CORE PASSIVE EQ MERCER TRUST COMPANY LLC · EIN 03-0566613 / PN 005 | Common Collective Trust | — | $35.4M | $47.7M | 20.1% | |
| MERCER PASSIVE LONG GOVERNMENT FIXE MERCER TRUST COMPANY LLC · EIN 51-0560117 / PN 010 | Common Collective Trust | — | $46.3M | $38.5M | 16.2% | |
| MERCER NON-US CORE EQUITY PORTFOLIO MERCER TRUST COMPANY LLC · EIN 03-0566617 / PN 009 | Common Collective Trust | — | $18.3M | $21.7M | 9.1% | |
| MERCER OPPORTUNISTIC FIXED INCOME P MERCER TRUST COMPANY LLC · EIN 36-7630030 / PN 020 | Common Collective Trust | — | $8.7M | $9.4M | 3.9% | |
| MERCER EMERGING MARKETS EQUITY PORT MERCER TRUST COMPANY LLC · EIN 32-6219484 / PN 017 | Common Collective Trust | — | $9.7M | $9.3M | 3.9% | |
| MERCER US SMALL/MID CAP EQUITY PORT MERCER TRUST COMPANY LLC · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $6.2M | $7.6M | 3.2% | |
| MERCER GLOBAL LOW VOLATILITY EQUITY MERCER TRUST COMPANY LLC · EIN 35-7004395 / PN 018 | Common Collective Trust | — | $2.9M | $3.7M | 1.5% | |
| Dreyfus Treasury & Agency Cash Management | — | — | $548K | $548K | 0.2% |