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Original filing (PDF)20251014165021NAL0001668227001
VIA TRANSPORTATION, INC.
Form 5500
FILING_RECEIVED
VIA TRANSPORTATION, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
376
Accounts w/ balance
523
Plan assets (EOY)
$31.5M
Net assets (EOY)
$31.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Nuveen Nuveen Lfcy Idx 2055 R6" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIA TRANSPORTATION, INC..
Plan sponsor
Name
VIA TRANSPORTATION, INC.
EIN
45-5372621
Address
114 5TH AVE FL 17 · NEW YORK, NY · 10011
Phone
(914) 329-7480
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUM, SMITH & BROWN
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 | $7K | — |
Investments
33 direct securities · 3 pooled funds· $31.5M(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
$30.5M
33 holdings
Pooled Separate Account
$987K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lfcy Idx 2055 R6 | — | — | — | $8.5M | 27.1% | |
| Nuveen Lfcy Idx 2050 Ins | — | — | — | $4.7M | 14.9% | |
| Nuveen Lfcy Idx 2060 R6 | — | — | — | $3.7M | 11.7% | |
| Vanguard Group Vanguard TI Stx Mkt Inx Adm Fd | — | — | — | $3.1M | 10.0% | |
| Vanguard Group Vanguard 500 Index Admiral Fd | — | — | — | $2.9M | 9.2% | |
| Nuveen Lfcy Idx 2045 R6 | — | — | — | $2.3M | 7.4% | |
| Nuveen Lfcy Idx 2065 R6 | — | — | — | $903K | 2.9% | |
| Nuveen Intl Eq Idx R6 | — | — | — | $658K | 2.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $557K | 1.8% | |
| Nuveen Lfcy Idx 2040 R6 | — | — | — | $437K | 1.4% | |
| Vanguard Group Vanguard FTSE Soc Idx Adm Fd | — | — | — | $399K | 1.3% | |
| Vanguard Group Vanguard Mid Cap Index Adm Fd | — | — | — | $391K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $288K | 0.9% | |
| Vanguard Group Vanguard Fed Money Mrkt Inv Fd | — | — | — | $273K | 0.9% | |
| Vanguard Group Vanguard Int-Tm Bd Idx Adm Fd | — | — | — | $240K | 0.8% | |
| Notes receivable from participants Interest rates ranging from 5.25% to 10.50% | — | — | — | $183K | 0.6% | |
| Capital Research and Mgmt Co American Funds NewPrsp R6 Fnd | — | — | — | $182K | 0.6% | |
| Nuveen Lfcy Idx 2015 Fd ** 100 Nuveen Lfcy Idx 2025 R6 | — | — | — | $157K | 0.5% | |
| Nuveen Lfcy Idx 2035 R6 | — | — | — | $152K | 0.5% | |
| Janus Henderson JanusHenderson Triton N | — | — | — | $151K | 0.5% | |
| AB LP AB Discovery Growth Z Fund | — | — | — | $147K | 0.5% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $141K | 0.4% | |
| JP Morgan Investment Mgmt Inc. Undisc Mgrs Behav Value R6 Fd | — | — | — | $129K | 0.4% | |
| Capital Research and Mgmt Co American Funds NewWorld R6 | — | — | — | $115K | 0.4% | |
| MFS Investment Management MFS Intl Diversification R6 Fd | — | — | — | $98K | 0.3% | |
| Nuveen Lfcy Idx Ret Inc R ** 100 Nuveen Lfcy Idx 2010 R6 | — | — | — | $87K | 0.3% | |
| Lord Abbett & Co, LLC Lord Abbett High Yield R6 Fund | — | — | — | $72K | 0.2% | |
| Nuveen Lfcy Idx 2020 R6 | — | — | — | $64K | 0.2% | |
| Vanguard Group Vanguard Wellesley Inc Adm Fd | — | — | — | $60K | 0.2% | |
| (E) | — | — | — | $60K | 0.2% | |
| PGIM Investments, LLC PGIM Total Ret Bond R6 Fd | — | — | — | $56K | 0.2% | |
| (E) | — | — | — | $56K | 0.2% | |
| Cohen & Steers Mutual Funds Cohen & Steers Re Est Sec Z Fd | — | — | — | $41K | 0.1% | |
| Nuveen Lfcy Idx 2030 R6 | — | — | — | $35K | 0.1% | |
| American Century Inv. Mgmt. American Century Mid-Cap Val R6 | — | — | — | $21K | <0.1% | |
| Capital Research and Mgmt Co Amer Funds Amer Bal R6 Fd | — | — | — | $15K | <0.1% |
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