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Original filing (PDF)20251014053451NAL0003202096001
FLEETMASTER EXPRESS, INC.
Form 5500
FILING_RECEIVED
FLEETMASTER/ENGLANDER 401(K) PLAN
401(k) retirement plan
Active participants
247
Accounts w/ balance
320
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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 (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLEETMASTER EXPRESS, INC..
Plan sponsor
Name
FLEETMASTER EXPRESS, INC.
EIN
54-1431601
Address
PO BOX 12527 · ROANOKE, VA · 24026
Phone
(540) 344-8834
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FOTI FLYNN LOWEN & CO. P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
25 direct securities · 1 pooled fund· $5.1M(98% 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.
Registered Investment Companies
$5.0M
25 holdings
Common Collective Trust
$92K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 24.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $656K | 12.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $477K | 9.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $380K | 7.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $377K | 7.3% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $325K | 6.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $292K | 5.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $174K | 3.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $155K | 3.0% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $135K | 2.6% | |
| TRP GLOBAL MULTI SECT BD I | Registered Investment Companies | — | — | $132K | 2.6% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $123K | 2.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $93K | 1.8% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $92K | 1.8% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $75K | 1.4% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $70K | 1.3% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $62K | 1.2% | |
| PRINCIPAL MID CAP FUND R6 | Registered Investment Companies | — | — | $60K | 1.2% | |
| FID MID CAP INDEX 378 REGISTERED INVESTMENT COMPANY AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $44K | 0.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $31K | 0.6% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $24K | 0.5% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $17K | 0.3% | |
| COLUMBIA SMALL CAP GROWTH I3 | Registered Investment Companies | — | — | $15K | 0.3% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $5K | <0.1% | |
| FID ADV INTL SMALL CAP FUND Z | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $1K | <0.1% |
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