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Original filing (PDF)20251007104603NAL0002393587001
LOADSMART, INC.
Form 5500
FILING_RECEIVED
LOADSMART, INC. 401(K) PLAN
401(k) retirement plan
Active participants
159
Accounts w/ balance
376
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
4 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOADSMART, INC..
Plan sponsor
Name
LOADSMART, INC.
EIN
47-2556074
Address
175 W JACKSON BLVD · SUITE 1400 · CHICAGO, IL · 60604
Phone
(212) 203-3001
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
2025-10-07
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
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY PLAN | $18K | — |
Investments
26 direct securities · 4 pooled funds· $8.2M(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
$7.9M
26 holdings
Common Collective Trust
$234K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO RealPath Blend 2060 Institutional | — | — | — | $1.6M | 19.4% | |
| PIMCO RealPath Blend 2055 Institutional | — | — | — | $1.5M | 18.6% | |
| PIMCO RealPath Blend 2050 Institutional | — | — | — | $1.1M | 13.4% | |
| Fidelity 500 Index | — | — | — | $1.1M | 13.2% | |
| PIMCO RealPath Blend 2045 Institutional | — | — | — | $674K | 8.3% | |
| PIMCO RealPath Blend 2065 Institutional | — | — | — | $514K | 6.3% | |
| Fidelity Mid Cap Index | — | — | — | $241K | 3.0% | |
| Fidelity Global ex US Index | — | — | — | $216K | 2.7% | |
| Fidelity US Bond Index | — | — | — | $172K | 2.1% | |
| PIMCO RealPath Blend 2035 Institutional | — | — | — | $166K | 2.0% | |
| Fidelity Small Cap Index | — | — | — | $141K | 1.7% | |
| Insurance Company/General Account | — | — | — | $138K | 1.7% | |
| RPAG/WILMINGTON LG CAP VAL FD R1 GREAT GRAY TRUST COMPANY LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $92K | 1.1% | |
| LG CAP GR FUND II FEE CLASS R1 GREAT GRAY TRUST COMPANY LLC · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $84K | 1.0% | |
| PIMCO RealPath Blend 2025 Institutional | — | — | — | $83K | 1.0% | |
| PIMCO RealPath Blend 2040 Institutional | — | — | — | $68K | 0.8% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $53K | 0.7% | |
| Collective Trusts Great Gray Trust Company, LLC International Growth Fund II Fee Class R1 | — | — | — | $51K | 0.6% | |
| INTL GR FUND II FEE CLASS R1 GREAT GRAY TRUST COMPANY LLC · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $51K | 0.6% | |
| BlackRock High Yield Portfolio K | — | — | — | $28K | 0.3% | |
| Fidelity Real Estate Index | — | — | — | $28K | 0.3% | |
| BlackRock Emerging Mkts K | — | — | — | $25K | 0.3% | |
| PIMCO Income Instl | — | — | — | $25K | 0.3% | |
| JPMorgan Core Plus Bond R6 | — | — | — | $23K | 0.3% | |
| PIMCO Real Return Instl | — | — | — | $20K | 0.3% | |
| PIMCO RealPath Blend 2030 Institutional | — | — | — | $17K | 0.2% | |
| Fidelity Advisor Small Cap Value Z | — | — | — | $8K | <0.1% | |
| SMALL CAP GR FUND II FEE CLASS R1 GREAT GRAY TRUST COMPANY LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $7K | <0.1% | |
| Interest-bearing Cash * Transamerica Trust Company Cash Reserve Account ** 2 Mutual Funds AllSpring Special Mid Cap Value R6 | — | — | — | $4K | <0.1% | |
| Janus Henderson Janus Henderson Global Equity Income N | — | — | — | $2K | <0.1% |
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