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Original filing (PDF)20250911201244NAL0000422483001
BENNETT MOTOR EXPRESS MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
BENNETT MOTOR EXPRESS MANAGEMENT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,126
Accounts w/ balance
568
Plan assets (EOY)
$38.2M
Net assets (EOY)
$38.2M
How this plan invests
This plan
4 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Participation health
80
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 50% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENNETT MOTOR EXPRESS MANAGEMENT, INC..
Plan sponsor
Name
BENNETT MOTOR EXPRESS MANAGEMENT, INC.
EIN
58-1751514
Address
1001 INDUSTRIAL PARKWAY · MCDONOUGH, GA · 302530000
Phone
(770) 957-1866
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
2025-09-11
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MOORE COLSON & COMAPNY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | 20-1665305 | — | INVESMENT ADVISORY | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINICPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMNISTRATOR | $157K | — |
| PENSION FINANCIAL SERVICES, INC. | 58-1485803 | — | NONE | $0 | — |
Investments
29 direct securities · 4 pooled funds· $38.2M(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.
Uncategorized
$29.9M
29 holdings
Common Collective Trust
$8.3M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5.4M | 14.1% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $3.2M | 8.3% | |
| Amer Funds Target Retirement 2035 R6 Fund Registered Investment Company | — | — | — | $2.7M | 7.1% | |
| Amer Funds Target Retirement 2040 R6 Fund Registered Investment Company | — | — | — | $2.6M | 6.7% | |
| JP Morgan Large Cp Growth R6 Fund Registered Investment Company | — | — | — | $2.3M | 6.0% | |
| Amer Funds Amer Bal R6 Fd Registered Investment Company | — | — | — | $2.3M | 5.9% | |
| Amer Funds Target Retirement 2030 R6 Fund Registered Investment Company | — | — | — | $2.1M | 5.5% | |
| JanusHenderson Blncd N Registered Investment Company | — | — | — | $2.1M | 5.5% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.8M | 4.8% | |
| Amer Funds NewPrsp R6 Fnd Registered Investment Company | — | — | — | $1.6M | 4.1% | |
| Fidelity Mid Cap Index Prem Fd Registered Investment Company | — | — | — | $1.5M | 4.0% | |
| Amer Funds Target Retirement 2045 R6 Fund Registered Investment Company | — | — | — | $1.3M | 3.4% | |
| Amer Funds Target Retirement 2025 R6 Fund Registered Investment Company | — | — | — | $1.3M | 3.4% | |
| Amer Funds Target Retirement 2050 R6 Fund Registered Investment Company | — | — | — | $945K | 2.5% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $842K | 2.2% | |
| JP Morgan Sm Cp Growth R6 Fund Registered Investment Company | — | — | — | $838K | 2.2% | |
| Participant Loans Interest Rates 4.25% to 9.50% - 0 - | — | — | — | $835K | 2.2% | |
| Amer Funds Target Retirement 2055 R6 Fund Registered Investment Company | — | — | — | $653K | 1.7% | |
| Amer Funds Target Retirement 2020 R6 Fund Registered Investment Company | — | — | — | $606K | 1.6% | |
| Amer Funds Target Retirement 2015 R6 Fund Registered Investment Company | — | — | — | $438K | 1.1% | |
| MFS International Equity R6 Fund Registered Investment Company | — | — | — | $387K | 1.0% | |
| Fidelity US Bond Index Fund Registered Investment Company | — | — | — | $356K | 0.9% | |
| JP Morgan Mid Cp Growth R6 Fund Registered Investment Company | — | — | — | $354K | 0.9% | |
| Allspring Spec M Cap Val Inst Registered Investment Company | — | — | — | $326K | 0.9% | |
| Amer Funds Infla Linked Bd R6 Fd Registered Investment Company | — | — | — | $271K | 0.7% | |
| SMALL CAP VALUE II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $243K | 0.6% | |
| Amer Funds Target Retirement 2060 R6 Fund Registered Investment Company | — | — | — | $238K | 0.6% | |
| DFA Global Real Estate Sc I Fd Registered Investment Company | — | — | — | $237K | 0.6% | |
| DFA Emerg Mkt Core Equity 1 Fund Registered Investment Company | — | — | — | $169K | 0.4% | |
| Fidelity Small Cap Idx Prem Fd Registered Investment Company | — | — | — | $165K | 0.4% | |
| Amer Funds Target Retirement 2065 R6 Fund Registered Investment Company | — | — | — | $94K | 0.2% | |
| Amer Funds Target Retirement 2010 R6 Fund Registered Investment Company | — | — | — | $94K | 0.2% | |
| Fidelity International Idx Fd Registered Investment Company | — | — | — | $21K | <0.1% |
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