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Original filing (PDF)20251008102628NAL0009200608001
A.D. TRANSPORT EXPRESS, INC.
Form 5500
FILING_RECEIVED
A.D. TRANSPORT 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~76 bps in Sched C fees
Active participants
414
Accounts w/ balance
116
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
65
Knocking points off
- 76 bps in Schedule C fees — modestly above peer band of 52 bps.
- Only 28% 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 A.D. TRANSPORT EXPRESS, INC..
Plan sponsor
Name
A.D. TRANSPORT EXPRESS, INC.
EIN
38-2655274
Address
5601 BELLEVILLE ROAD · CANTON, MI · 48188
Phone
(734) 397-7100
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
2F · ERISA section 404(c)
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)
Audit & trust (Schedule H)
Auditor
MRPR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK | — | CINCINNATI, OH | INVESTMENT ADVISOR | $4K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MRPR GROUP PC | — | SOUTHFIELD, MI | AUDITOR | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $27K | — |
Investments
21 direct securities · 1 pooled fund· $8.9M(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.
Registered Investment Companies
$8.0M
20 holdings
Common Collective Trust
$593K
1 holding
Uncategorized
$278K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Registered Investment Companies | — | — | $1.9M | 21.5% | |
| Vanguard Total Bond Market | Registered Investment Companies | — | — | $1.3M | 14.1% | |
| Harbor Capital Appreciation | Registered Investment Companies | — | — | $799K | 9.0% | |
| TIAA-CREF International Retirement | Registered Investment Companies | — | — | $655K | 7.4% | |
| American Funds New World | Registered Investment Companies | — | — | $633K | 7.1% | |
| MORLEY STABLE VALUE CL 25 - I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $593K | 6.7% | |
| Hotchkis and Wiley High Yield | Registered Investment Companies | — | — | $463K | 5.2% | |
| American Funds American Balanced | Registered Investment Companies | — | — | $402K | 4.5% | |
| Dodge & Cox Income | Registered Investment Companies | — | — | $352K | 4.0% | |
| with various maturity dates through October 2029 | — | — | — | $278K | 3.1% | |
| Columbia Small Cap | Registered Investment Companies | — | — | $237K | 2.7% | |
| Columbia Mid Cap Index | Registered Investment Companies | — | — | $231K | 2.6% | |
| American Funds Europacific Growth | Registered Investment Companies | — | — | $216K | 2.4% | |
| T. Rowe Price Integrated US Small Growth Equity | Registered Investment Companies | — | — | $205K | 2.3% | |
| Artisan Mid Cap | Registered Investment Companies | — | — | $177K | 2.0% | |
| Cohen & Steers Realty Shares | Registered Investment Companies | — | — | $129K | 1.4% | |
| American Beacon Small Cap Value | Registered Investment Companies | — | — | $115K | 1.3% | |
| Allspring Special Mid Cap Value | Registered Investment Companies | — | — | $63K | 0.7% | |
| Vanguard Target Retirement 2060 | Registered Investment Companies | — | — | $63K | 0.7% | |
| Vanguard Target Retirement Income | Registered Investment Companies | — | — | $56K | 0.6% | |
| MFS Value Fund | Registered Investment Companies | — | — | $47K | 0.5% | |
| Vanguard Target Retirement 2035 | Registered Investment Companies | — | — | $13K | 0.1% |