Original filing (PDF)20251013134852NAL0002116384001

Virginia Truck Center, Inc.

Name: Virginia Truck Center, Inc. — Excel Truck Group, Form 5500 (2024)
Creator: Virginia Truck Center, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Excel Truck Group 401(k) Plan

401(k) retirement plan · Virginia Truck Center, Inc.'s Excel Truck Group 401(k) Plan held $38.4M in plan assets for 712 participants in 2024, with Transamerica as recordkeeper.

Signals · 1

18% employer stock

Active participants

712

Accounts w/ balance

773

Plan assets (EOY)

$38.4M

Net assets (EOY)

$38.4M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (24th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VIRGINIA TRUCK CENTER, INC..

Plan sponsor

Name

VIRGINIA TRUCK CENTER, INC.

EIN

54-0481876all filings

Address

267 LEE HIGHWAY · ROANOKE, VA · 24019

Phone

(540) 777-7737

Industry

Retail Trade

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

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$63K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS LLC	26-0058143	—	INVESTMENT ADVISORY-PLAN	$111K	—

Investments

30 direct securities· $38.4M(100% of reported assets)

Mutual Funds

$18.6M

20 holdings

Other securities

$11.7M

4 holdings

Common Stocks

$6.9M

3 holdings

Bonds / Notes

$1.0M

1 holding

Common Collective Trusts

$184K

1 holding

Cash / Money Market

$38K

1 holding

					% of plan
JPMorgan Lg Cap Gr R6	Other securities	—	—	$7.3M	19.0%
Fidelity Total Bd K6	Mutual Funds	—	—	$5.6M	14.5%
Columbia Dividend Inc Inst2	Common Stocks	—	—	$5.5M	14.4%
Vanguard Target Retrmnt Inc Fund	Mutual Funds	—	—	$3.1M	8.0%
American Funds American Funds EuroPacific Gr R6	Mutual Funds	—	—	$1.9M	5.0%
T. Rowe Price T. Rowe Price Mid Cap Val	Other securities	—	—	$1.8M	4.6%
Vanguard Target Retment 2035 Fund	Mutual Funds	—	—	$1.7M	4.4%
Eagle Carillon Eagle Mid Cap Gr R6	Other securities	—	—	$1.5M	3.8%
Transamerica Life Ins Co Transamerica Stbl Val Core Op	Common Stocks	—	—	$1.4M	3.6%
Vanguard Explorer Adm	Mutual Funds	—	—	$1.3M	3.5%
Driehaus Emerging Mkts Gr Instl	Other securities	—	—	$1.1M	2.9%
Participants Notes Receivable with interest rates of 3.30% to 9.50%	Bonds / Notes	—	—	$1.0M	2.6%
Vanguard Target Retment 2030 Fund	Mutual Funds	—	—	$983K	2.6%
Vanguard Target Retment 2060 Fund	Mutual Funds	—	—	$648K	1.7%
Vanguard Target Retment 2055 Fund	Mutual Funds	—	—	$624K	1.6%
Vanguard Target Retment 2040 Fund	Mutual Funds	—	—	$576K	1.5%
Vanguard Target Retment 2045 Fund	Mutual Funds	—	—	$552K	1.4%
Vanguard Target Retment 2050 Fund	Mutual Funds	—	—	$529K	1.4%
Vanguard Target Retment 2025 Fund	Mutual Funds	—	—	$475K	1.2%
Vanguard Target Retrmnt 2065 Inv	Mutual Funds	—	—	$339K	0.9%
Vanguard 500 Index Adm	Common Collective Trusts	—	—	$184K	0.5%
Vanguard Target Retment 2020 Fund	Mutual Funds	—	—	$176K	0.5%
Vanguard Target Retrmnt 2070 Inv	Mutual Funds	—	—	$39K	0.1%
Transamerica Trust Company Cash Reserve Account	Cash / Money Market	—	—	$38K	<0.1%
Victory Sycamore Small Co Opp I	Common Stocks	—	—	$35K	<0.1%
Vanguard Small Cap Index Adm	Mutual Funds	—	—	$18K	<0.1%
Vanguard Total Bd Mkt Index Adm	Mutual Funds	—	—	$13K	<0.1%
Vanguard Mid Cap Index Adm	Mutual Funds	—	—	$13K	<0.1%
Dodge & Cox Dodge & Cox Intnl Stock I	Mutual Funds	—	—	$11K	<0.1%
Vanguard Total Intl Stock Index Adm	Mutual Funds	—	—	$7K	<0.1%