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Original filing (PDF)20251001094252NAL0005853587001
PARKER MOTOR FREIGHT
Form 5500
FILING_RECEIVED
ALS PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
146
Accounts w/ balance
220
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARKER MOTOR FREIGHT.
Plan sponsor
Name
PARKER MOTOR FREIGHT
EIN
38-1280018
Address
3000 BLAKE ROAD · JACKSON, MI · 49201
Phone
(800) 551-9399
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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3B · Covers self-employed individuals
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
YEO & YEO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YEO & YEO PC | — | SAGINAW, MI | AUDITOR | $11 | — |
Investments
23 direct securities· $6.5M(100% of reported assets)
Uncategorized
$6.5M
22 holdings
Mutual Funds
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. JPMorgan Smart Retirement 2055 R5 | — | — | — | $1.3M | 20.3% | |
| Dodge & Cox Dodge & Cox Stock Fund - I | — | — | — | $792K | 12.1% | |
| Columbia Threadneedle Investments Columbia Large Cap Index Instl | — | — | — | $722K | 11.1% | |
| Dodge & Cox Dodge & Cox International Stock - I | — | — | — | $447K | 6.9% | |
| American Funds American Funds Growth Fund of Amer R4 | — | — | — | $413K | 6.3% | |
| Vanguard Selected Value Inv | — | — | — | $391K | 6.0% | |
| BNY Mellon Investment Management BNY Mellon Small Cap Stock Index Inv | — | — | — | $368K | 5.6% | |
| JPMorgan Chase & Co. JPMorgan Smart Retirement 2050 R5 | — | — | — | $366K | 5.6% | |
| Dodge & Cox Dodge & Cox Income Fund - I | — | — | — | $268K | 4.1% | |
| JPMorgan Chase & Co. JPMorgan Smart Retirement 2030 R5 | — | — | — | $235K | 3.6% | |
| JPMorgan Chase & Co. JPMorgan Smart Retirement 2045 R5 | — | — | — | $189K | 2.9% | |
| American Funds American Funds Europacific Gr R4 | — | — | — | $172K | 2.6% | |
| Touchstone Investments Touchstone Credit Opportunities Y | — | — | — | $138K | 2.1% | |
| JPMorgan Chase & Co. JPMorgan Smart Retirement 2035 R5 | — | — | — | $135K | 2.1% | |
| Champlain Investment Partners Champlain Mid Cap Institutional | — | — | — | $118K | 1.8% | |
| Participant loans Interest rates range from 4.25% to 9.50% -0- | — | — | — | $114K | 1.7% | |
| Federated Hermes Federated Hermes Govt Obligations Fd | — | — | — | $85K | 1.3% | |
| Federated Hermes Federated Hermes Mid Cap Index Fund SS | — | — | — | $65K | 1.0% | |
| Columbia Threadneedle Investments Columbia Small Cap Value II Fund R | — | — | — | $61K | 0.9% | |
| JPMorgan Chase & Co. JPMorgan Smart Retirement 2040 R5 | — | — | — | $46K | 0.7% | |
| JPMorgan Chase & Co. JPMorgan Smart Retirement 2020 R5 | — | — | — | $40K | 0.6% | |
| Baron Funds Baron Asset Fund | — | — | — | $33K | 0.5% | |
| JPMorgan Chase & Co. JPMorgan Smart Retirement Income R5 | Mutual Funds | — | — | $4K | <0.1% |
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