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Original filing (PDF)20250923160028NAL0008228163001
AMERIFLEET TRANSPORTATION, INC.
Form 5500
FILING_RECEIVED
ACERTUS 401(K) PLAN
401(k) retirement plan
Active participants
1,183
Accounts w/ balance
967
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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
- 57 bps in Schedule C fees — 95% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERIFLEET TRANSPORTATION, INC..
Plan sponsor
Name
AMERIFLEET TRANSPORTATION, INC.
EIN
58-2339967
Address
110 ROCK CLIFF CT · ST. LOUIS, MO · 63123
Phone
(314) 669-2120
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $84K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | ADVISOR | $18K | — |
Investments
28 direct securities · 1 pooled fund· $18.1M(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
$18.0M
28 holdings
Common Collective Trust
$15K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Fdm Idx 2045 IPR Mutual Fund | — | — | — | $2.8M | 15.4% | |
| Fidelity Fdm Idx 2055 IPR Mutual Fund | — | — | — | $2.0M | 11.3% | |
| Fidelity Fdm Idx 2035 IPR Mutual Fund | — | — | — | $1.9M | 10.5% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $1.7M | 9.7% | |
| Fidelity Fdm Idx 2050 IPR Mutual Fund | — | — | — | $1.6M | 9.1% | |
| Fidelity Fdm Idx 2040 IPR Mutual Fund | — | — | — | $1.4M | 7.8% | |
| Fidelity Fdm Idx 2030 IPR Mutual Fund | — | — | — | $1.1M | 6.3% | |
| Fidelity Fdm Idx 2060 IPR Mutual Fund | — | — | — | $989K | 5.5% | |
| AM Growth Fund Amer R6 Mutual Fund | — | — | — | $956K | 5.3% | |
| Participant Loans Various maturity dates; - | — | — | — | $618K | 3.4% | |
| Jpm Mid Cap Grth R6 Mutual Fund | — | — | — | $399K | 2.2% | |
| Fidelity Fdm Idx 2065 IPR Mutual Fund | — | — | — | $386K | 2.1% | |
| Fidelity Fdm Idx 2025 IPR Mutual Fund | — | — | — | $386K | 2.1% | |
| Vanguard Explorer Adm Mutual Fund | — | — | — | $269K | 1.5% | |
| Fidelity Fdm Idx 2020 IPR Mutual Fund | — | — | — | $217K | 1.2% | |
| Fidelity Fdm Idx 2015 IPR Mutual Fund | — | — | — | $216K | 1.2% | |
| Fidelity Intl Index Mutual Fund | — | — | — | $165K | 0.9% | |
| Fidelity Mid Cap Idx Mutual Fund | — | — | — | $132K | 0.7% | |
| AF Wash Mutl Inv R6 Mutual Fund | — | — | — | $107K | 0.6% | |
| Metwest Tot Rtn Bd P Mutual Fund | — | — | — | $107K | 0.6% | |
| Am Cent Md Cp Value R6 Mutual Fund | — | — | — | $101K | 0.6% | |
| AF Europac Growth R6 Mutual Fund | — | — | — | $98K | 0.5% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $83K | 0.5% | |
| Pim Intl Bd US I Mutual Fund | — | — | — | $64K | 0.4% | |
| DFA US Target Value I Mutual Fund | — | — | — | $50K | 0.3% | |
| GS STABLE VALUE PR 1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $15K | <0.1% | |
| Fidelity Fdm Idx 2010 IPR Mutual Fund | — | — | — | $12K | <0.1% | |
| Pimco Real Return Inst Mutual Fund | — | — | — | $7K | <0.1% | |
| Fidelity FDM Index Income Mutual Fund | — | — | — | $5K | <0.1% |
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