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Original filing (PDF)20251013102745NAL0001716048001
BESTWAY MOTOR LINES, INC.
Form 5500
FILING_RECEIVED
BRYAN SYSTEMS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 3
26% in single holding~84 bps in Sched C feesNo recordkeeper disclosed
Active participants
113
Accounts w/ balance
146
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity Fidelity® Total Bond K6" is 26% of plan.
- 84 bps in Schedule C fees — 61% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BESTWAY MOTOR LINES, INC..
Plan sponsor
Name
BESTWAY MOTOR LINES, INC.
EIN
34-0936516
Address
14020 U.S. HWY 20A · MONTPELIER, OH · 435439710
Phone
(419) 485-8373
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
2025-10-13
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
REHMANN ROBSON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHMANN, LLC | 38-3567911 | — | NONE | $23K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $18K | — |
| USI CONSULTING GROUP, INC. | 06-1053228 | — | NONE | $18K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | HENDERSON, NV | NONE | $2K | — |
Investments
13 direct securities · 3 pooled funds· $7.1M(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
$6.6M
12 holdings
Mutual Funds
$334K
1 holding
Common Collective Trust
$235K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Fidelity® Total Bond K6 | — | — | — | $1.9M | 26.0% | |
| Fidelity Fidelity® 500 Index Fund | — | — | — | $1.1M | 15.5% | |
| Harbor Capital Appreciation Retirement Fund | — | — | — | $860K | 12.0% | |
| BlackRock Equity Dividend Fund Institutional Class | — | — | — | $499K | 7.0% | |
| T. Rowe Price T. Rowe Price Institutional Mid Cap Equity Growth Fund | — | — | — | $462K | 6.5% | |
| PIMCO Diversified Income Fund Institutional Class | — | — | — | $412K | 5.8% | |
| Metropolitan West Metropolitan West Total Return Bond Fund Plan Class 349 Metropolitan West Metropolitan West Total Return Bond Class I 99 MFS International Intrinsic Value Fund Class R-3 | — | — | — | $358K | 5.0% | |
| American Funds American Funds EuroPacific Growth Fund® Class R-6 | Mutual Funds | — | — | $334K | 4.7% | |
| Vanguard International Growth Fund Admiral Class | — | — | — | $308K | 4.3% | |
| Sterling Capital Funds Sterling Capital Small Cap Value Fund Institutional Class | — | — | — | $294K | 4.1% | |
| Principal Funds Principal Diversified Real Asset Fund Institutional Class | — | — | — | $263K | 3.7% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $179K | 2.5% | |
| PIMCO Real Return Fund Institutional Class | — | — | — | $147K | 2.1% | |
| SCHWAB MANAGED RETIREMENT FUND 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $54K | 0.8% | |
| Fidelity Fidelity® Extended Market Index Fund | — | — | — | $5K | <0.1% | |
| SCHWAB MANAGED RETIREMENT FUND 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $3K | <0.1% |
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