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Original filing (PDF)20251015084736NAL0005714624001
AMERICAN COMMERCIAL BARGE LINE LLC
Form 5500
FILING_RECEIVED
AMERICAN COMMERCIAL BARGE LINE LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,119
Accounts w/ balance
2,429
Plan assets (EOY)
$206.6M
Net assets (EOY)
$206.6M
How this plan invests
This plan
35 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
- 17 bps in Schedule C fees — 71% 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 AMERICAN COMMERCIAL BARGE LINE LLC.
Plan sponsor
Name
AMERICAN COMMERCIAL BARGE LINE LLC
EIN
52-2106600
Address
1701 E MARKET STREET · JEFFERSONVILLE, IN · 47130
Phone
(888) 805-5129
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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
SCHNEIDER DOWNS & CO., INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD KAPLAN | 83-0368447 | — | INVESTMENT ADVISORY | $125K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $209K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS & CO INC | 25-1408703 | — | ACCOUNTANT | $19K | — |
Investments
35 direct securities· $206.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Am Fds 2035 Trgt Dte Rtm R6 Fd N/A | — | — | — | $24.3M | 11.8% | |
| American Funds Am Fds 2030 Trgt Dte Rtm R6 Fd N/A | — | — | — | $24.0M | 11.6% | |
| American Funds Am Fds 2025 Trgt Dte Rtm R6 Fd N/A | — | — | — | $21.1M | 10.2% | |
| American Funds Am Fds 2040 Trgt Dte Rtm R6 Fd N/A | — | — | — | $17.4M | 8.4% | |
| American Funds Am Fds 2045 Trgt Dte Rtm R6 Fd N/A | — | — | — | $15.7M | 7.6% | |
| American Funds Am Fds 2050 Trgt Dte Rtm R6 Fd N/A | — | — | — | $14.2M | 6.9% | |
| Fidelity Investments Fidelity 500 Index Fund N/A | — | — | — | $11.4M | 5.5% | |
| Vanguard Group Vanguard Treasury MM Inv Fd N/A | — | — | — | $11.3M | 5.5% | |
| American Funds Am Fds 2055 Trgt Dte Rtm R6 Fd N/A | — | — | — | $8.1M | 3.9% | |
| American Funds Am Fds 2055 Trgt Dte Rtm R6 Fd N/A | — | — | — | $7.6M | 3.7% | |
| William Blair & William Blair LgCap Gwth R6 Fd N/A | — | — | — | $6.2M | 3.0% | |
| Participant Loans Notes receivable from participants (with rates of N/A | — | — | — | $5.9M | 2.9% | |
| Company Fidelity Investments Fidelity Mid Cp Index Fund N/A | — | — | — | $4.0M | 1.9% | |
| Fidelity Investments Fidelity Sm Cap Index Fund N/A | — | — | — | $3.9M | 1.9% | |
| American Funds Amer Funds Amer Bal R6 Fd N/A | — | — | — | $3.9M | 1.9% | |
| American Funds Am Fds 2060 Trgt Dte Rtm R6 Fd N/A | — | — | — | $3.5M | 1.7% | |
| John Hancock John Hancock Disc Vl R6 Fund N/A | — | — | — | $3.4M | 1.6% | |
| Fidelity Investments Fidelity International Idx Fd N/A | — | — | — | $3.3M | 1.6% | |
| Vanguard Group Vanguard Short Term Fed Adm Fd N/A | — | — | — | $2.1M | 1.0% | |
| American Funds Am Fds 2010 Trgt Dte Rtm R6 Fd N/A | — | — | — | $2.0M | 1.0% | |
| American Funds Am Fds EuroPacific Grth R6 Fd N/A | — | — | — | $1.9M | 0.9% | |
| Parnassus Core Equity I Fund N/A | — | — | — | $1.8M | 0.9% | |
| American Fund Am Fds 2015 Trgt Dte Rtm R6 Fd N/A | — | — | — | $1.7M | 0.8% | |
| Fidelity Investments Fidelity US Bond Index Fund N/A | — | — | — | $1.7M | 0.8% | |
| American Fund Am Fds 2065 Trgt Dte Rtm R6 Fd N/A | — | — | — | $1.5M | 0.7% | |
| Blackrock HY Portfolio K Fund N/A | — | — | — | $1.2M | 0.6% | |
| Metropolitan Life Metropolitan Wt Tl Rtn Bd Plan N/A | — | — | — | $885K | 0.4% | |
| Insurance Co Cohen & Steers Cohen & Steers I Realty Sh Fd N/A | — | — | — | $836K | 0.4% | |
| BlackRock Infl Pro Bd K Fd N/A | — | — | — | $539K | 0.3% | |
| BlackRock Stra Inc Opp K Fd N/A | — | — | — | $476K | 0.2% | |
| BNY Mellon BNY Mellon Nat Resources Y Fd N/A | — | — | — | $389K | 0.2% | |
| American Funds American Funds NewWorld R6 N/A | — | — | — | $368K | 0.2% | |
| (E) | — | — | $1K | $98K | <0.1% | |
| PIMCO Funds PIMCO Glbl Bd (USD-Hdg) I Fd N/A | — | — | — | $98K | <0.1% | |
| American Fund AMERICAN FUNDS 2070 TDR R6 FD N/A | — | — | — | $1K | <0.1% |