Back to filter
Original filing (PDF)20250715155431NAL0001756083001
SUTTON TRANSPORT, INC.
Form 5500
FILING_RECEIVED
SUTTON TRANSPORT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~120 bps in Sched C fees
Active participants
713
Accounts w/ balance
622
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 120 bps in Schedule C fees — 130% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUTTON TRANSPORT, INC..
Plan sponsor
Name
SUTTON TRANSPORT, INC.
EIN
39-1513756
Address
5707 SCHOFIELD AVE · P.O. BOX 378 · WESTON, WI · 54476
Phone
(715) 359-5893
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
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
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $25K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | 93-0987232 | — | INVESTMENT/FINANCIAL ADVI | $81K | — |
Investments
1 pooled fund· $170K(2% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | $170K | 1.9% |
Related plans
Other plans using ROYAL ALLIANCE ASSOCIATES, INC.
MEDISYS HEALTH NETWORK, INC.
MEDISYS HEALTH NETWORK, INC. 403(B) PLAN
$386.7M · 6,347 participants
ROCHE BROS. MIDCO, LLC F/K/A ROCHE BROS. SUPERMARKETS, CO.
ROCHE BROS. 401(K) AND PROFIT SHARING PLAN
$206.9M · 2,604 participants
NATIONAL RESILIENCE, INC.
NATIONAL RESILIENCE, INC. 401(K) PLAN
$118.6M · 1,445 participants
THE SIEMON COMPANY
THE SIEMON COMPANY 401(K) PROFIT SHARING PLAN
$82.3M · 255 participants
FINDLAY MANAGEMENT GROUP
FINDLAY MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN AND TRUST
$77.4M · 2,516 participants
LIFE CYCLE ENGINEERING, INC.
LCE EMPLOYEE SAVINGS PLAN
$68.9M · 525 participants
Similar-size Transportation & Warehousing plans
A.D. TRANSPORT EXPRESS, INC.
A.D. TRANSPORT 401(K) PROFIT SHARING PLAN
$8.9M · 414 participants
ALTL, INC.
ALTL, INC. EMPLOYEES PROFIT SHARING PLAN & TRUST
$8.9M · 108 participants
WHEELER TRUCKING, INC.
WHEELER TRUCKING, INC. 401(K) PLAN
$9.0M · 368 participants
TAYLOR TRUCK LINE INC.
TAYLOR TRUCK LINE INC. 401(K) PLAN
$8.7M · 221 participants
TRUE NORTH TRANSPORTATION HOLDING COMPANY
TRUE NORTH TRANSPORTATION 401(K) PLAN
$9.0M · 251 participants
LIGHTNING TRANSPORTATION, INC.
LIGHTNING TRANSPORTATION COMPANY PROFIT SHARING PLAN
$9.0M · 49 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