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Original filing (PDF)20250731121820NAL0006033105001
TFORCE FREIGHT, INC
Form 5500
FILING_RECEIVED
TEAMSTERS TFORCE FREIGHT 401(K) PLAN
401(k) retirement plan
Signals · 1
7 service providers
Active participants
6,559
Accounts w/ balance
6,618
Plan assets (EOY)
$164.4M
Net assets (EOY)
$164.4M
How this plan invests
This plan
22 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 29 bps in Schedule C fees — 187% above peer band of 10 bps.
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
9954 MAYLAND DR SUITE 3000 · HENRICO, VA · 23233
Phone
(214) 546-4165
Industry
Transportation & Warehousingsee all
Plan administrator
Name
TEAMSERS TFORCE FREIGHT 401(K) PLAN COMMITTEE
EIN
54-0481236
City
RICHMOND, VA
Phone
(514) 331-4077
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $351K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH & MCLENNAN COMPANIES INC | — | CHICAGO, IL | INVESTMENT ADVISOR | $53K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | — | PHILADELPHIA, PA | OTHER | $23K | — |
| MERCER INVESTMENT CONSULTING INC | — | DALLAS, TX | OTHER | $18K | — |
| EBERTS & HARRISON INC | — | SPARKS, MD | OTHER | $16K | — |
| SMITH GAMBRELL & RUSSELL LLP | — | ATLANTA, GA | OTHER | $12K | — |
| PRUDENTIAL INSURANCE COMPANY OF AME | 22-1211670 | — | NONE | $0 | — |
Investments
12 direct securities · 22 pooled funds· $258.5M(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.
Common Collective Trust
$141.7M
22 holdings
Uncategorized
$116.8M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BNY Mellon SL Target Date 2030 | — | — | — | $21.9M | 13.3% | |
| BNYM NEWTON SL SMARTPATH TRGT DT 20 BNY MELLON FUNDS WITH DIV LAG 1/1 · EIN 25-6078093 / PN 151 | Common Collective Trust | — | — | $21.9M | 13.3% | |
| BNYM MELLON SL STOCK INDEX INSTL BNY MELLON COLLECTIVE TRUST · EIN 25-6078093 / PN 083 | Common Collective Trust | — | — | $21.4M | 13.0% | |
| Prudential Guaranteed Income Fund | — | — | — | $20.0M | 12.2% | |
| BNY Mellon SL Target Date 2025 | — | — | — | $20.0M | 12.2% | |
| BNYM NEWTON SL SMARTPATH TRGT DT 20 BNY MELLON FUNDS WITH DIV LAG 1/1 · EIN 25-6078093 / PN 283 | Common Collective Trust | — | — | $20.0M | 12.2% | |
| BNY Mellon SL Target Date 2035 | — | — | — | $18.9M | 11.5% | |
| BNYM NEWTON SL SMARTPATH TRGT DT 20 BNY MELLON FUNDS WITH DIV LAG 1/1 · EIN 25-6078093 / PN 284 | Common Collective Trust | — | — | $18.9M | 11.5% | |
| BNY Mellon SL Target Date 2040 | — | — | — | $11.1M | 6.8% | |
| BNYM NEWTON SL SMARTPATH TRGT DT 20 BNY MELLON FUNDS WITH DIV LAG 1/1 · EIN 25-6078093 / PN 152 | Common Collective Trust | — | — | $11.1M | 6.8% | |
| BNYM MELLON SL MID CAP STOCK INDX I BNY MELLON COLLECTIVE TRUST · EIN 25-6078093 / PN 174 | Common Collective Trust | — | — | $8.0M | 4.9% | |
| BNY Mellon SL Target Date 2045 | — | — | — | $7.1M | 4.3% | |
| BNYM NEWTON SL SMARTPATH TRGT DT 20 BNY MELLON FUNDS WITH DIV LAG 1/1 · EIN 25-6078093 / PN 285 | Common Collective Trust | — | — | $7.1M | 4.3% | |
| BNY Mellon SL Target Date 2020 | — | — | — | $5.7M | 3.4% | |
| BNYM NEWTON SL SMARTPATH TRGT DT 20 BNY MELLON FUNDS WITH DIV LAG 1/1 · EIN 25-6078093 / PN 150 | Common Collective Trust | — | — | $5.7M | 3.4% | |
| BNYM MELLON SL INT'L STOCK INDEX IN BNY MELLON COLLECTIVE TRUST · EIN 25-6078093 / PN 081 | Common Collective Trust | — | — | $5.4M | 3.3% | |
| BNYM MELLON SL SMALL CAP STCK IDX I BNY MELLON COLLECTIVE TRUST · EIN 25-6078093 / PN 110 | Common Collective Trust | — | — | $4.9M | 3.0% | |
| BNY Mellon SL SmartPath | — | — | — | $3.7M | 2.3% | |
| BNYM NEWTON SL SMARTPATH RET INC FD BNY MELLON FUNDS WITH DIV LAG 1/1 · EIN 25-6078093 / PN 153 | Common Collective Trust | — | — | $3.7M | 2.3% | |
| BNYM MELLON SL AGGREGATE BOND IDX I BNY MELLON COLLECTIVE TRUST · EIN 25-6078093 / PN 085 | Common Collective Trust | — | — | $3.7M | 2.3% | |
| BNY Mellon SL Target Date 2050 | — | — | — | $3.4M | 2.1% | |
| BNYM NEWTON SL SMARTPATH TRGT DT 20 BNY MELLON FUNDS WITH DIV LAG 1/1 · EIN 25-6078093 / PN 278 | Common Collective Trust | — | — | $3.4M | 2.1% | |
| BNYM MELLON SL REIT INDEX INSTL BNY MELLON COLLECTIVE TRUST · EIN 25-6078093 / PN 249 | Common Collective Trust | — | — | $2.8M | 1.7% | |
| BNY Mellon SL Target Date 2055 | — | — | — | $2.0M | 1.2% | |
| BNYM NEWTON SL SMARTPATH TRGT DT 20 BNY MELLON FUNDS WITH DIV LAG 1/1 · EIN 25-6078093 / PN 304 | Common Collective Trust | — | — | $2.0M | 1.2% | |
| BNY Mellon SL Target Date 2060 | — | — | — | $1.7M | 1.0% | |
| BNYM NEWTON SL SMARTPATH TRGT DT 20 BNY MELLON FUNDS WITH DIV LAG 1/1 · EIN 25-6078093 / PN 325 | Common Collective Trust | — | — | $1.7M | 1.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $1.3M | 0.8% | |
| BNYM MELLON SL SIF T BNY MELLON COLLECTIVE TRUST · EIN 25-6078093 / PN 083 | Common Collective Trust | — | — | $0 | <0.1% | |
| BNYM MELLON SL REIT INDEX FUND T BNY MELLON COLLECTIVE TRUST · EIN 25-6078093 / PN 249 | Common Collective Trust | — | — | $0 | <0.1% | |
| BNYM MELLON SL AGGREGATE BIF T BNY MELLON COLLECTIVE TRUST · EIN 25-6078093 / PN 085 | Common Collective Trust | — | — | $0 | <0.1% | |
| BNYM MELLON SL INTERNATIONAL SIF T BNY MELLON COLLECTIVE TRUST · EIN 25-6078093 / PN 081 | Common Collective Trust | — | — | $0 | <0.1% | |
| BNYM MELLON SL MID CAP SIF T BNY MELLON COLLECTIVE TRUST · EIN 25-6078093 / PN 174 | Common Collective Trust | — | — | $0 | <0.1% | |
| BNYM MELLON SL SMALL CAP SIF T BNY MELLON COLLECTIVE TRUST · EIN 25-6078093 / PN 110 | Common Collective Trust | — | — | $0 | <0.1% |