Back to filter
Original filing (PDF)20251013120910NAL0000583507001
FREIGHTWISE, LLC
Form 5500
FILING_RECEIVED
FREIGHTWISE, LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
104
Accounts w/ balance
159
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
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
75
Total plan cost
100
Vendor stack
100
Participation health
100
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 FREIGHTWISE, LLC.
Plan sponsor
Name
FREIGHTWISE, LLC
EIN
47-1945352
Address
214 CENTERVIEW DRIVE · SUITE 100 · BRENTWOOD, TN · 37207
Phone
(615) 301-2437
Industry
Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
FRAZIER DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA NA | 13-5674085 | — | INVESTMENT ADVISORY PLAN | $115 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION CONSULTANTS, INC. | 20-4548831 | — | TPA | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using TRANSAMERICA RETIREMENT SOLUTIONS
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
NORTHWELL HEALTH, INC.
NORTHWELL HEALTH 403(B) PLAN
$10.9B · 49,356 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN
$3.6B · 21,020 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
Similar-size Professional & Technical Services plans
SHEIN TECHNOLOGY LLC
SHEIN TECHNOLOGY LLC-401 PLAN
$5.3M · 135 participants
CENTERPOINT INTEGRATED SOLUTIONS, LLC
CENTERPOINT INTEGRATED SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN
$5.3M · 35 participants
KILDA GROUP LLC
KILDA GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
$5.3M · 22 participants
BLACK CANYON CONSULTING, LLC
BCC 401(K) PLAN
$5.3M · 128 participants
ENVISION CONSULTANTS, LTD
ENVISION CONSULTANTS, LTD. RETIREMENT PLAN
$5.3M · 60 participants
US CANCER MANAGEMENT CORPORATION
USCMC/LINAC DEFINED CONTRIBUTION PLAN & TRUST
$5.3M · 38 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B