Back to filter
Original filing (PDF)20251014105531NAL0005515538001
EVANS TRANSPORTATION
Form 5500
FILING_RECEIVED
EVANS TRANSPORTATION SERVICES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
132
Accounts w/ balance
161
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVANS TRANSPORTATION.
Plan sponsor
Name
EVANS TRANSPORTATION
EIN
39-1498620
Address
440 WELLS STREET · SUITE 200 · DELAFIELD, WI · 53018
Phone
(262) 754-5700
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHORTEK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
21 direct securities· $12.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of American-R3 | — | — | — | $2.1M | 17.6% | |
| American Funds American Funds 2045 TDF | — | — | — | $1.6M | 13.5% | |
| American Funds Investment Comp of America | — | — | — | $1.2M | 10.1% | |
| American Funds American Funds 2050 TDF | — | — | — | $979K | 8.2% | |
| in-interest Identity of issuer, borrower, lessor, or similar party date, or rate of interest Current value Mutual funds * American Funds Washington Mutual Investors Fund | — | — | — | $952K | 7.9% | |
| American Funds American Funds 2060 TDF | — | — | — | $738K | 6.1% | |
| American Funds American Balanced Fund-R3 | — | — | — | $715K | 6.0% | |
| American Funds American Funds 2055 TDF | — | — | — | $705K | 5.9% | |
| American Funds Smallcap World Fund-R3 | — | — | — | $634K | 5.3% | |
| American Funds American Funds 2040 TDF | — | — | — | $433K | 3.6% | |
| American Funds American Funds Money Market | — | — | — | $351K | 2.9% | |
| American Funds Bond Fund of America-R3 | — | — | — | $258K | 2.1% | |
| American Funds American Funds 2035 TDF | — | — | — | $256K | 2.1% | |
| American Funds EuroPacific Growth Fund-R3 | — | — | — | $218K | 1.8% | |
| American Funds Capital Income Builder-R-3 | — | — | — | $210K | 1.7% | |
| Various maturity dates through 2029 and rates * Notes receivable from participants between 4.25% - 9.50% | — | — | — | $177K | 1.5% | |
| American Funds American Funds 2030 TDF | — | — | — | $174K | 1.4% | |
| American Funds Income Fund of America-R3 | — | — | — | $106K | 0.9% | |
| American Funds Capital World Growth and Income Fund | — | — | — | $77K | 0.6% | |
| American Funds American High-Income Trust-R3 | — | — | — | $57K | 0.5% | |
| American Funds American Funds 2065 TDF | — | — | — | $30K | 0.3% |
Related plans
Similar-size Transportation & Warehousing plans
DANIEL F. YOUNG, INC.
DANIEL F. YOUNG 401(K) PLAN
$12.0M · 165 participants
MORAN SHIPPING AGENCIES, INC.
MSA 401(K) PLAN
$12.1M · 100 participants
ROHLIG USA, LLC
ROHLIG USA, LLC 401(K) PLAN
$12.3M · 257 participants
DIMERCO EXPRESS (U.S.A.) CORP.
DIMERCO EXPRESS (U.S.A.) CORPORATION 401(K) RETIREMENT PLAN
$11.7M · 120 participants
FLASH GLOBAL LOGISTICS, INC.
FLASH GLOBAL LOGISTICS, INC. 401(K) PLAN
$11.6M · 207 participants
MORRISON EXPRESS CORP.USA
MORRISON EXPRESS CORP. (USA) 401(K) RETIREMENT PLAN
$12.4M · 236 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B