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Original filing (PDF)20250902145640NAL0008526435001
TRINITY TRANSPORT, INC.
Form 5500
FILING_RECEIVED
TRINITY TRANSPORT 401(K) PLAN
401(k) retirement plan
Signals · 1
~228 bps in Sched C fees
Active participants
63
Accounts w/ balance
117
Plan assets (EOY)
$771K
Net assets (EOY)
$771K
How this plan invests
This plan
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 228 bps in Schedule C fees — modestly above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRINITY TRANSPORT, INC..
Plan sponsor
Name
TRINITY TRANSPORT, INC.
EIN
56-1354086
Address
PO BOX 949 · LEXINGTON, NC · 27293
Phone
(336) 956-7130
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
2025-09-02
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH LEONARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 11-3665754 | — | RECORDKEEPER | $18K | — |
Investments
11 direct securities· $770K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Trust Fund | — | — | — | $145K | 18.8% | |
| T. Rowe Price Retirement 2035 Trust Fund | — | — | — | $111K | 14.4% | |
| T. Rowe Price Retirement 2055 Trust Fund | — | — | — | $110K | 14.3% | |
| T. Rowe Price Retirement 2020 Trust Fund | — | — | — | $89K | 11.6% | |
| T. Rowe Price Retirement 2040 Trust Fund | — | — | — | $87K | 11.2% | |
| Federated Hermes Government Obligations Fund | — | — | — | $70K | 9.1% | |
| T. Rowe Price Retirement 2045 Trust Fund | — | — | — | $53K | 6.9% | |
| T. Rowe Price Retirement 2025 Trust Fund | — | — | — | $36K | 4.6% | |
| T. Rowe Price Retirement 2060 Trust Fund | — | — | — | $34K | 4.4% | |
| T. Rowe Price Retirement 2050 Trust Fund | — | — | — | $19K | 2.5% | |
| T. Rowe Price Retirement 2015 Trust Fund | — | — | — | $16K | 2.1% |
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