Back to filter
Original filing (PDF)20251010101844NAL0004496995001
MCLEOD EXPRESS, LLC
Form 5500
FILING_RECEIVED
THE MCLEOD COMPANIES 401(K) PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
260
Accounts w/ balance
355
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
43 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Collective Trust Funds Totals" is 32% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCLEOD EXPRESS, LLC.
Plan sponsor
Name
MCLEOD EXPRESS, LLC
EIN
35-2156793
Address
5002 CUNDIFF COURT · DECATUR, IL · 62526
Phone
(217) 706-5181
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KATZ SAPPER AND MILLER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $21K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | INVESTMENT ADVISORY- PLAN | $14K | — |
Investments
19 direct securities · 43 pooled funds· $20.6M(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
$14.2M
19 holdings
Common Collective Trust
$6.4M
2 holdings
Pooled Separate Account
$0
41 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Collective Trust Funds Totals | — | — | — | $6.4M | 86.3% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $6.0M | 81.4% | |
| Transamerica FutureFocus(SM) 2035 Fund 105,482 | — | — | — | $1.4M | 18.5% | |
| Transamerica FutureFocus(SM) 2025 Fund 86,386 | — | — | — | $1.0M | 14.2% | |
| Transamerica FutureFocus(SM) 2040 Fund 70,460 | — | — | — | $945K | 12.8% | |
| Avantis U.S. Small Cap Value Fund Institutional Class 16 ** 272 Cohen & Steers Real Estate Securities Z Fund 3 ** 43 DFA International Core Equity I 1 ** 23 Fidelity 500 Index Fund 3,660 | — | — | — | $747K | 10.1% | |
| Transamerica Ret Solutions Corp Transamerica SC 2050 JPMorgan CIT | — | — | — | $675K | 9.1% | |
| Transamerica FutureFocus(SM) 2045 Fund 44,085 | — | — | — | $603K | 8.2% | |
| Transamerica FutureFocus(SM) 2030 Fund 46,436 | — | — | — | $585K | 7.9% | |
| Transamerica Ret Solutions Corp Transamerica SC Retd by JPM CIT | — | — | — | $466K | 6.3% | |
| Transamerica FutureFocus(SM) Retirement Fund 39,808 | — | — | — | $466K | 6.3% | |
| STATE STREET MID CAP IDX NL CLASS C STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $356K | 4.8% | |
| COLLECTIVE TRUST FUNDS State Street S&P Mid Cap Index Non-Lending Series Fund 5,398 | — | — | — | $356K | 4.8% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-9.50%, with maturities through November 2029 0 | — | — | — | $200K | 2.7% | |
| Transamerica FutureFocus(SM) 2055 Fund 14,522 | — | — | — | $198K | 2.7% | |
| Transamerica FutureFocus(SM) 2060 Fund 8,502 | — | — | — | $116K | 1.6% | |
| REGISTERED INVESTMENT COMPANIES American Century Short Duration Inflation Protection Bond Fund 4 ** 44 American Funds American Balanced Fund 9 ** 316 American Funds New World Fund 283 | — | — | — | $22K | 0.3% | |
| Transamerica Stable Value Beacon Account 9 | — | — | — | $20K | 0.3% | |
| Transamerica FutureFocus(SM) 2065 Fund 837 | — | — | — | $11K | 0.1% | |
| Transamerica Trust Company Cash Reserve Account | — | — | — | $3K | <0.1% | |
| CASH, INTEREST-BEARING | — | — | — | $3K | <0.1% | |
| STATE STREET RUSS LG CP GR IDX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SC 2055 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 490 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS NEW PERSP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK HIGH YIELD BD PF ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 754 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BNY MELLON GLBL FIXED INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 761 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA INF-PROTECTED SEC PRTF RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DWS CORE EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 758 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FEDERATED HERMES MDT SM CAP CR RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 351 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DVSF DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 574 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO GLBL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 035 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS GR FD OF AMER RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 246 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN INTREPID MID CAP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 331 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIONEER SELECT MID CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 738 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET EMERG MKT IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LIFESTRATEGY GR RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LIFESTRATEGY INC RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 503 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LIFESTRATEGY MOD GR RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 228 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSS SM CAP GR IDX RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 172 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET U.S. BD IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETMENT BAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 491 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA PRTNR STCK IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SC 2025 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 484 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SC 2030 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 485 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SC 2035 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 486 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SC 2040 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 487 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SC 2050 JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 489 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALLSPRING PRECIOUS METALS RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 272 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SC RETD JPM RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 480 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD SMALL-CAP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD SM-CAP VAL IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 133 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VICTORY SYCAMORE EST VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 608 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WMC DISCIPLINED US GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 307 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETMENT 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 488 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LIFESTRATEGY CNSV GR RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 501 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS AMERICAN MTL RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 751 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 578 | Pooled Separate Account | — | — | $0 | <0.1% |
Related plans
Other plans using TRANSAMERICA FINANCIAL LIFE INS CO
FRINGE BENEFIT GROUP, INC.
CONTRACTORS RETIREMENT PLAN MASTER TRUST
$1.5B
HOUSTON CHAPTER AGC/LOUISIANA AGC
AGC SOUTHWEST CHAPTERS 401(K) PLAN
$526.8M · 14,004 participants
GROUP MANAGEMENT SERVICES, INC.
GROUP MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST
$419.6M · 15,988 participants
SMARTRONIX, LLC
SMX 401(K) PLAN
$169.8M · 1,333 participants
FOX MANAGEMENT REHABILITATION SERVICES LLC
FOX MANAGEMENT REHABILITATION SERVICES LLC 401(K) PLAN
$122.1M · 3,489 participants
TEXO ABC-AGC, INC.
TEXO MEMBERS 401(K) PLAN
$117.1M · 6,383 participants
Similar-size Transportation & Warehousing plans
BAYSHORE TRANSPORTATION SYSTEM, INC.
BAYSHORE TRANSPORTATION SYSTEM, INC. 401(K) PROFIT SHARING PLAN
$7.4M · 63 participants
CHRISTOPHER MICHAEL & ASSOCIATES, INC.
CHRISTOPHER MICHAEL & ASSOCIATES, INC. SAFE HARBOR 401(K) PLAN
$7.4M · 12 participants
REED TRUCKING COMPANY
REED TRUCKING COMPANY PROFIT SHARING AND 401(K) PLAN
$7.4M · 43 participants
HOPE LEASING
HOPE LEASING 401(K) PLAN
$7.4M · 179 participants
DAYBREAK EXPRESS, INC.
DAYBREAK EXPRESS, INC. 401(K) PROFIT SHARING PLAN
$7.3M · 241 participants
TYLER DISTRIBUTION CENTERS, INC.
PORT JERSEY LOGISTICS, INC. 401(K) PLAN
$7.3M · 108 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B