Back to filter
Original filing (PDF)20251014191159NAL0003547953001
ROADRUNNER TRANSPORTATION SERVICES, INC.
Form 5500
FILING_RECEIVED
ROADRUNNER TRANSPORTATION SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,156
Accounts w/ balance
1,331
Plan assets (EOY)
$41.7M
Net assets (EOY)
$41.7M
How this plan invests
This plan
3 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROADRUNNER TRANSPORTATION SERVICES, INC..
Plan sponsor
Name
ROADRUNNER TRANSPORTATION SERVICES, INC.
EIN
39-1452112
Address
1431 OPUS PLACE, STE. 530 · PO BOX 8903 · DOWNERS GROVE, IL · 605150000
Phone
(815) 483-0275
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $106K | — |
Investments
27 direct securities · 3 pooled funds· $45.0M(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
$39.0M
26 holdings
Common Collective Trust
$4.0M
3 holdings
Mutual Funds
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $5.1M | 12.2% | |
| American Funds American Funds 2035 Target Retirement - R6 | — | — | — | $4.2M | 10.0% | |
| American Funds American Funds 2045 Target Retirement - R6 | — | — | — | $3.5M | 8.5% | |
| T. Rowe Price T Rowe Price BI Chip Growth Fund | — | — | — | $2.8M | 6.7% | |
| Collective trust fund Galliard Capital Management Galliard Stable Return PN | — | — | — | $2.5M | 5.9% | |
| American Funds American Funds 2030 Target Retirement - R6 | — | — | — | $2.4M | 5.9% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $2.3M | 5.6% | |
| American Funds American Funds 2040 Target Retirement - R6 | — | — | — | $2.2M | 5.3% | |
| American Funds American Funds 2050 Target Retirement - R6 | — | — | — | $2.0M | 4.8% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $1.9M | 4.6% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $1.8M | 4.3% | |
| American Funds American Funds 2025 Target Retirement - R6 | — | — | — | $1.7M | 4.1% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $1.6M | 3.7% | |
| JP Morgan JP Morgan Mid Cap Value - R6 | — | — | — | $1.2M | 2.8% | |
| American Funds American Funds 2055 Target Retirement - R6 | — | — | — | $1.1M | 2.7% | |
| Vanguard Mid Cap Index Signal Fund | — | — | — | $1.1M | 2.6% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth Fund | — | — | — | $1.0M | 2.5% | |
| Foreign Equities EuroPacific Growth Fund | — | — | — | $937K | 2.2% | |
| GREATGRAY TR EUROPAC GROWTH FD GREAT GRAY TRUST COMPANY · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $937K | 2.2% | |
| American Funds American Funds 2060 Target Retirement - R6 | — | — | — | $917K | 2.2% | |
| American Funds American Funds 2020 Target Retirement - R6 | — | — | — | $800K | 1.9% | |
| COHEN & STEERS U.S. REALTY FA SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $731K | 1.8% | |
| Participant loans Interest rates: 4.25% to 10.50% | — | — | — | $621K | 1.5% | |
| Hartford Mutual Funds Hartford Schroders Emerging Mrkt Equity Fund | — | — | — | $511K | 1.2% | |
| DFA Inflation Protected Securities Portfolio CL-I | — | — | — | $389K | 0.9% | |
| T. Rowe Price T Rowe Price New Era Fund | — | — | — | $361K | 0.9% | |
| American Funds American Funds 2065 Target Date Retirement Fund | — | — | — | $212K | 0.5% | |
| American Funds American Funds 2010 Target Retirement - R6 | — | — | — | $106K | 0.3% | |
| (E) | — | — | — | $1K | <0.1% | |
| American Funds American Funds 2070 Target Date Retirement Fund | — | — | — | $1K | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Transportation & Warehousing plans
BISON TRANSPORT (USA), INC.
BISON TRANSPORT (USA), INC. EMPLOYEES' 401(K) PLAN
$41.3M · 921 participants
WESTERN CONFERENCE OF TEAMSTERS LEGAL SERVICES TRUST FUND
WESTERN CONFERENCE OF TEAMSTERS LEGAL SERVICES TRUST FUND
$41.2M · 50,358 participants
BOARD OF TRUSTEES OF TEAMSTERS MANAGED HEALTH CARE TRUST FUND
TEAMSTERS MANAGED HEALTH CARE TRUST FUND
$40.6M · 5,756 participants
NATIONAL RETAIL SYSTEMS, INC.
NATIONAL RETAIL SYSTEMS, INC. 401(K) PLAN
$40.5M · 736 participants
DART WAREHOUSE CORPORATION
INDUSTRY EMPLOYEES' INCENTIVE SAVINGS PLAN
$40.4M · 1,031 participants
MAGNUM, LTD.
MAGNUM, LTD. 401(K) PLAN
$43.1M · 1,715 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