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Original filing (PDF)20250103164525NAL0002335107001
TFORCE FREIGHT, INC
Form 5500
FILING_RECEIVED
TEAMSTERS TFORCE FREIGHT 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.6 moNo recordkeeper disclosed
Active participants
6,513
Accounts w/ balance
7,156
Plan assets (EOY)
$131.1M
Net assets (EOY)
$131.1M
How this plan invests
This plan
16 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
94
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.6 months past the 10.5-month grace window.
- 41 bps in Schedule C fees — 306% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
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 TFORCE FREIGHT, INC.
Plan sponsor
Name
TFORCE FREIGHT, INC
EIN
54-0481236
Address
100 SHOCKOE SLIP · 2ND FLOOR · RICHMOND, VA · 23219
Phone
(514) 331-4077
Industry
Transportation & Warehousingsee all
Plan administrator
Name
TEAMSTERS TFORCE FREIGHT 401(K) PLAN COMMITTEE
EIN
54-0481236
City
RICHMOND, VA
Phone
(514) 331-4077
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-01-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL RETIREMENT INSURANCE AND | 06-1050034 | — | NONE | $405K | — |
| MERCER INVESTMENTS LLC | 30-0282430 | — | NONE | $88K | — |
| CLISTON LARSON ALLEN LLP | 41-0746749 | — | NONE | $25K | — |
| EBERTS AND HARRISON | 52-0816262 | — | NONE | $16K | — |
| PRUDENTIAL INS CO OF AMERICA | 22-1211670 | — | NONE | $0 | — |
Investments
16 pooled funds· $111.0M(85% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BNYM NT SL SP TGT 2030 T THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 151 | Common Collective Trust | $17.2M | 13.1% |
| BNYM NT SL SP TGT 2025 T THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 283 | Common Collective Trust | $16.6M | 12.6% |
| BNYM MELLON SL STK IDX T THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 083 | Common Collective Trust | $15.9M | 12.1% |
| BNYM NT SL SP TGT 2035 T THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 284 | Common Collective Trust | $13.8M | 10.6% |
| BNYM NT SL SP TGT 2040 T THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 152 | Common Collective Trust | $8.0M | 6.1% |
| BNYM MELLON SL MIDSTIDX T THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 174 | Common Collective Trust | $6.7M | 5.1% |
| BNYM NT SL SP TGT 2045 T THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 285 | Common Collective Trust | $5.4M | 4.1% |
| BNYM NT SL SP TGT 2020 T THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 150 | Common Collective Trust | $4.7M | 3.6% |
| BNYM MELLON SL SMSTIDX T THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 110 | Common Collective Trust | $4.2M | 3.2% |
| BNYM MELLON SL INTL ST ID THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 081 | Common Collective Trust | $4.2M | 3.2% |
| BNYM NT SL SP RET INC T THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 153 | Common Collective Trust | $3.5M | 2.7% |
| BNYM MELLON SL AGGBDIDX T THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 085 | Common Collective Trust | $3.1M | 2.4% |
| BNYM NT SL SP TGT 2050 T THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 278 | Common Collective Trust | $2.5M | 1.9% |
| BNYM MELLON SL REIT IDX T THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 249 | Common Collective Trust | $2.3M | 1.8% |
| BNYM NT SL SP TGT 2055 T THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 304 | Common Collective Trust | $1.5M | 1.2% |
| BNYM NT SL SP TGT 2060 T THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 325 | Common Collective Trust | $1.2M | 0.9% |