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Original filing (PDF)20251014081159NAL0002384081001
PRITCHETT TRUCKING, INC.
Form 5500
FILING_RECEIVED
PRITCHETT TRUCKING, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
46% in single holding
Active participants
305
Accounts w/ balance
114
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
30 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
77
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "JPMorgan JPMorgan US Eq R6" is 46% of plan.
- Only 37% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRITCHETT TRUCKING, INC..
Plan sponsor
Name
PRITCHETT TRUCKING, INC.
EIN
59-2129001
Address
1050 S.E. 6TH STREET · LAKE BUTLER, FL · 32054
Phone
(386) 496-2630
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANCOCK ASKEW & CO. | 58-0662558 | — | AUDITOR | $15K | — |
Investments
30 direct securities· $4.5M(100% of reported assets)
Uncategorized
$4.5M
29 holdings
Mutual Funds
$24K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan US Eq R6 | — | — | — | $2.1M | 45.6% | |
| Columbia Mid Cap Index Inst3 ** 206 Delaware Diversified Inc R6 | — | — | — | $380K | 8.4% | |
| Vanguard Target Retrmnt 2035 | — | — | — | $290K | 6.4% | |
| Vanguard Target Retrmnt 2025 | — | — | — | $280K | 6.2% | |
| General insurance fund * Transamerica Life Ins Co Transamerica Guaranteed Inv Option | — | — | — | $252K | 5.6% | |
| Vanguard Target Retrmnt 2040 | — | — | — | $159K | 3.5% | |
| Blackrock Eq Dividend K | — | — | — | $141K | 3.1% | |
| Goldman Sachs Goldman Sachs Mid Cap Val R6 | — | — | — | $109K | 2.4% | |
| Vanguard Target Retrmnt 2055 | — | — | — | $94K | 2.1% | |
| Vanguard Target Retrmnt 2030 | — | — | — | $90K | 2.0% | |
| Vanguard Target Retrmnt 2050 | — | — | — | $87K | 1.9% | |
| Blackrock iShares Russell 2000 Small-cp Idx K | — | — | — | $80K | 1.8% | |
| Blackrock Glbl Alloc K | — | — | — | $77K | 1.7% | |
| Vanguard Target Retrmnt 2045 | — | — | — | $69K | 1.5% | |
| Blackrock iShares S&P 500 Index K | — | — | — | $63K | 1.4% | |
| Notes receivable from participants maturities. - | — | — | — | $46K | 1.0% | |
| Nationwide Bd Idx R6 ** 53 * State Street State St l US Govt M1y Mkt Premier | — | — | — | $38K | 0.8% | |
| BNY Mellon BNY Mellon Worldwide Growth Y | — | — | — | $33K | 0.7% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $24K | 0.5% | |
| Vanguard Explorer Adm | — | — | — | $24K | 0.5% | |
| Vanguard Target Retrmnt 2065 Inv | — | — | — | $22K | 0.5% | |
| Vanguard Target Retrmnt 2060 | — | — | — | $18K | 0.4% | |
| JPMorgan Lg Cap Gr R6 ** 54 JPMorgan Mid Cap Gr R6 | — | — | — | $15K | 0.3% | |
| Vanguard Target Retrmnt 2020 | — | — | — | $12K | 0.3% | |
| Blackrock High Yield Bd K | — | — | — | $8K | 0.2% | |
| Vanguard Target Retrmnt Inc | — | — | — | $8K | 0.2% | |
| Delaware Small Cap Val R6 | — | — | — | $4K | <0.1% | |
| MFS Intl Val R6 | — | — | — | $2K | <0.1% | |
| Blackrock Inf Protected Bd K ** 883 Blackrock iShares MSCI EAFE Intl Idx K | — | — | — | $2K | <0.1% | |
| MFS Intl Gr R6 | — | — | — | $2K | <0.1% |