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Original filing (PDF)20251001161745NAL0012829169001
RUAN TRANSPORT CORPORATION
Form 5500
FILING_RECEIVED
RUAN EMPLOYEES' 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,403
Accounts w/ balance
6,119
Plan assets (EOY)
$299.6M
Net assets (EOY)
$299.6M
How this plan invests
This plan
18 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — 128% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUAN TRANSPORT CORPORATION.
Plan sponsor
Name
RUAN TRANSPORT CORPORATION
EIN
42-0619339
Address
666 GRAND AVE, STE 3200 · DES MOINES, IA · 503092518
Phone
(800) 845-6675
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
2025-10-01
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)
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $660K | — |
| FOUNDERS SERIES OF | 20-5846124 | — | CONTRACT ADMINISTRATOR | $23K | — |
Investments
17 direct securities · 18 pooled funds· $305.9M(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.
Common Collective Trust
$229.3M
14 holdings
Uncategorized
$56.9M
17 holdings
Pooled Separate Account
$19.6M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RTM 2030 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $47.0M | 15.7% | |
| T. ROWE PRICE RTM 2025 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $40.7M | 13.6% | |
| T. ROWE PRICE RTM 2035 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $32.5M | 10.9% | |
| T. ROWE PRICE RTM 2020 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $25.5M | 8.5% | |
| T. ROWE PRICE RTM 2040 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $23.6M | 7.9% | |
| T. ROWE PRICE RTM 2045 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $17.0M | 5.7% | |
| T. ROWE PRICE RTM 2050 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $13.8M | 4.6% | |
| Notes receivable (rates range from * Participants 4.25% to 9.50%) | — | — | — | $11.4M | 3.8% | |
| T. Rowe Price Blue Chip Growth Fund Registered Investment Company | — | — | — | $11.1M | 3.7% | |
| Similar Party Par or Maturity Value * Principal Fixed Income Guaranteed Option Insurance Company General | — | — | — | $11.0M | 3.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $9.9M | 3.3% | |
| T. ROWE PRICE RTM 2015 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $9.2M | 3.1% | |
| T. ROWE PRICE RTM 2055 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $8.2M | 2.7% | |
| Principal Mid Cap S&P 400 Index Pooled Separate Account | — | — | — | $6.3M | 2.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $6.3M | 2.1% | |
| Vanguard Equity-Inc Adm Fund Registered Investment Company | — | — | — | $4.4M | 1.5% | |
| T ROWE PRICE RTM 2060 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.8M | 1.3% | |
| T. ROWE PRICE RTM 2010 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.4M | 0.8% | |
| T. ROWE PRICE RTMT BAL TR CL F T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.8% | |
| Columbia Small Cap Value II I3 Registered Investment Company | — | — | — | $1.6M | 0.5% | |
| PIMCO Total Return Installation Fund Registered Investment Company | — | — | — | $1.6M | 0.5% | |
| Fidelity Small Cap Growth K6 Fund Registered Investment Company | — | — | — | $1.4M | 0.5% | |
| T. ROWE PRICE RTM 2005 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.5% | |
| Vanguard Total International Stock Index Adm Fund Registered Investment Company | — | — | — | $1.4M | 0.5% | |
| Fidelity Strategic Income Fund Registered Investment Company | — | — | — | $1.3M | 0.4% | |
| Vanguard International Growth Adm Fund Registered Investment Company | — | — | — | $1.2M | 0.4% | |
| PIMCO Commodity Real Return Strategy Instl Fund Registered Investment Company | — | — | — | $1.0M | 0.3% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $1.0M | 0.3% | |
| Fidelity Emerging Markets K Fund Registered Investment Company | — | — | — | $772K | 0.3% | |
| T. Rowe Price International Discovery I Fund Registered Investment Company | — | — | — | $699K | 0.2% | |
| Lincoln Stable Value Account Z230 Separate Account | — | — | — | $671K | 0.2% | |
| Dodge & Cox International Stock I Fund Registered Investment Company | — | — | — | $643K | 0.2% | |
| T ROWE PRICE RTM 2065 TR CL F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $602K | 0.2% | |
| Fidelity US Bond Index Fund Registered Investment Company | — | — | — | $476K | 0.2% |