Back to filter
Original filing (PDF)20250828171032NAL0018299232001
COURIER EXPRESS HOLDINGS, INC.
Form 5500
FILING_RECEIVED
COURIER EXPRESS RETIREMENT PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
415
Accounts w/ balance
468
Plan assets (EOY)
$18.6M
Net assets (EOY)
$18.6M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: SEPARATE ACCOUNT A (extraction pending)]" is 100% of plan.
- 49 bps in Schedule C fees — 70% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COURIER EXPRESS HOLDINGS, INC..
Plan sponsor
Name
COURIER EXPRESS HOLDINGS, INC.
EIN
58-2492015
Address
2051 FRANKLIN WAY · MARIETTA, GA · 30067
Phone
(678) 569-4311
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
2025-08-28
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
MOORE COLSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $51K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | NONE | $40K | — |
Investments
1 pooled fund· $13.5M(73% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $13.5M | 72.7% |
Related plans
Other plans using STANCORP FINANCIAL GROUP
STANDARD INSURANCE COMPANY
THE STANDARD 401(K) PLAN
$1.3B · 4,268 participants
BERRY GLOBAL, INC.
BERRY GLOBAL EMPLOYEES 401(K) RETIREMENT PLAN
$1.1B · 17,041 participants
MICHAEL BAKER INTERNATIONAL HOLDCO CORPORATION
MICHAEL BAKER INTERNATIONAL 401(K) PLAN
$933.4M · 3,807 participants
GHD INC.
GHD INC. 401(K) EMPLOYEES' SAVINGS PLAN
$476.8M · 2,044 participants
AWC, INC.
AWC, INC. EMPLOYEES' SAVINGS PLAN
$423.5M · 616 participants
POET BIOREFINING LLC
POET 401(K) PLAN
$265.7M · 2,397 participants
Similar-size Transportation & Warehousing plans
ABC LEGAL HOLDINGS, LLC.
ABC LEGAL SERVICES 401 (K) PLAN
$17.9M · 643 participants
BOARD OF TRUSTEES BAY AREA DELIVERY DRIVERS SECURITY FUND
BAY AREA DELIVERY DRIVERS SECURITY FUND
$22.0M · 1,600 participants
AT DAWN MANAGEMENT, INC.
AT DAWN RETIREMENT PLAN
$7.8M · 47 participants
SLS AMERICA INC.
SLS AMERICA 401(K) PROFIT SHARING PLAN
$6.8M · 208 participants
ULTRAEX, LLC
ULTRAEX, LLC 401(K) PROFIT SHARING PLAN
$5.3M · 42 participants
EXPRESS MANAGEMENT SERVICES, INC.
EXPRESS MANAGEMENT SERVICES, INC. 401(K) PLAN
$3.8M · 73 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants