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Original filing (PDF)20251008074629NAL0008963808001
DEAN TRANSPORTATION, INC.
Form 5500
FILING_RECEIVED
DEAN TRANSPORTATION, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~89 bps in Sched C fees
Active participants
1,531
Accounts w/ balance
520
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 89 bps in Schedule C fees — 206% above peer band of 29 bps.
- Only 34% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEAN TRANSPORTATION, INC..
Plan sponsor
Name
DEAN TRANSPORTATION, INC.
EIN
38-2502021
Address
4812 AURELIUS · LANSING, MI · 48910
Phone
(517) 319-8300
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
REHMANN ROBSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK | — | CINCINNATI, OH | INVESTMENT ADVISOR | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $48K | — |
Investments
28 direct securities · 1 pooled fund· $11.9M(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
$8.5M
27 holdings
Mutual Funds
$2.8M
1 holding
Common Collective Trust
$642K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Mutual Funds | — | — | $2.8M | 23.8% | |
| Dodge & Cox Dodge & Cox Income X | — | — | — | $1.7M | 14.5% | |
| American Funds American Funds Europacific Gr R6 | — | — | — | $1.4M | 11.9% | |
| Vanguard Inflation-Protected Secs Adm | — | — | — | $748K | 6.3% | |
| GOLDMAN SACHS STABLE VALUE COLLECTI THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $642K | 5.4% | |
| Fidelity Mid Cap Index | — | — | — | $641K | 5.4% | |
| Fidelity Small Cap Index | — | — | — | $576K | 4.8% | |
| Dodge & Cox Dodge & Cox Balanced X | — | — | — | $483K | 4.0% | |
| Harbor Capital Harbor Capital Appreciation Retirement | — | — | — | $376K | 3.1% | |
| Cohen & Steers Cohen & Steers Realty Shares I | — | — | — | $241K | 2.0% | |
| Vaneck Cm Commodity Index Y | — | — | — | $238K | 2.0% | |
| Diamond Hill Diamond Hill Large Cap Y | — | — | — | $227K | 1.9% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $217K | 1.8% | |
| Principal Short-Term Income Inst | — | — | — | $192K | 1.6% | |
| Baillie Gifford Baillie Gifford Emerging Markets Eqs K | — | — | — | $178K | 1.5% | |
| T. Rowe T Rowe Price Mid Cap Value I | — | — | — | $156K | 1.3% | |
| Baron Growth Baron Growth R6 | — | — | — | $152K | 1.3% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $122K | 1.0% | |
| T. Rowe T. Rowe Price Integrated Us Sm Gr Eq I | — | — | — | $106K | 0.9% | |
| Federated Hermes Federated Hermes Govt Obligations Fd Prm | — | — | — | $99K | 0.8% | |
| Artisan High Income Institutional | — | — | — | $98K | 0.8% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $95K | 0.8% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $93K | 0.8% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $76K | 0.6% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $64K | 0.5% | |
| Fidelity Select Materials | — | — | — | $55K | 0.5% | |
| American Beacon American Beacon Small Cap Value R6 | — | — | — | $32K | 0.3% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $31K | 0.3% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $8K | <0.1% |
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