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Original filing (PDF)20251002085046NAL0000165475001
NEXTRAN CORPORATION
Form 5500
FILING_RECEIVED
NEXTRAN TRUCK CENTERS 401(K) PLAN
401(k) retirement plan
Active participants
1,229
Accounts w/ balance
948
Plan assets (EOY)
$64.2M
Net assets (EOY)
$64.2M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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
- 24 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXTRAN CORPORATION.
Plan sponsor
Name
NEXTRAN CORPORATION
EIN
59-3139839
Address
1986 W BEAVER STREET · JACKSONVILLE, FL · 32209
Phone
(904) 354-3721
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
2025-10-02
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)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $109K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITIAL INVESTMENT ADVISORS | 43-1451524 | — | ADVISOR | $35K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANCOCK ASKEW & CO., LLC | 58-0662558 | — | AUDITOR | $9K | — |
Investments
35 direct securities · 1 pooled fund· $64.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$56.4M
33 holdings
Guaranteed Income / GIC
$7.5M
1 holding
Mutual Funds
$292K
1 holding
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan US Eq R6 | — | — | — | $7.8M | 12.1% | |
| * Transamerica Life Insurance Company Transamerica Guaranteed Investment Option | Guaranteed Income / GIC | — | — | $7.5M | 11.6% | |
| Blackrock iShares S&P 500 Index K | — | — | — | $5.6M | 8.7% | |
| Vanguard Target Retirement 2025 | — | — | — | $4.7M | 7.4% | |
| Vanguard Target Retirement 2030 | — | — | — | $4.5M | 7.0% | |
| Vanguard Target Retirement 2040 | — | — | — | $4.2M | 6.6% | |
| Vanguard Target Retirement 2035 | — | — | — | $3.2M | 4.9% | |
| Vanguard Target Retirement 2050 | — | — | — | $2.6M | 4.1% | |
| Vanguard Target Retirement 2055 | — | — | — | $2.2M | 3.4% | |
| Participants Notes Receivable with interest rates of 3.25% to 8.50% | — | — | — | $2.1M | 3.3% | |
| JPMorgan Mid Cap Gr R6 | — | — | — | $2.1M | 3.2% | |
| Vanguard Target Retirement 2020 | — | — | — | $1.9M | 2.9% | |
| Blackrock Eq Dividend K | — | — | — | $1.8M | 2.8% | |
| Vanguard Target Retirement 2045 | — | — | — | $1.8M | 2.8% | |
| Blackrock iShares MSCI EAFE Intl Idx K | — | — | — | $1.3M | 2.0% | |
| Blackrock Glbl Alloc K | — | — | — | $1.2M | 1.9% | |
| Nationwide Bd Idx R6 | — | — | — | $970K | 1.5% | |
| BNY Mellon BNY Mellon Worldwide Growth Y | — | — | — | $905K | 1.4% | |
| Blackrock iShares Russell 2000 Small-cp Idx K | — | — | — | $840K | 1.3% | |
| Delaware Macquarie Diversified Inc R6 | — | — | — | $712K | 1.1% | |
| Blackrock Inf Protected Bd K | — | — | — | $646K | 1.0% | |
| Vanguard Target Retirement 2060 | — | — | — | $596K | 0.9% | |
| Blackrock High Yield Bond K | — | — | — | $581K | 0.9% | |
| Delaware Macquarie Small Cap Val R6 | — | — | — | $562K | 0.9% | |
| Vanguard Explorer Adm | — | — | — | $545K | 0.8% | |
| Columbia Mid Cap Index Inst3 | — | — | — | $526K | 0.8% | |
| Goldman Sachs Goldman Sachs Mid Cap Val R6 | — | — | — | $525K | 0.8% | |
| State Street State St l US Govt M1y Mkt Premier | — | — | — | $479K | 0.7% | |
| Vanguard Target Retirement Income | — | — | — | $455K | 0.7% | |
| Vanguard Target Retirement 2065 | — | — | — | $344K | 0.5% | |
| Capital Group American Funds New World R6 | Mutual Funds | — | — | $292K | 0.5% | |
| MFS Intl Val R6 | — | — | — | $285K | 0.4% | |
| JPMorgan Large Cap Gr R6 | — | — | — | $179K | 0.3% | |
| MFS Intl Gr R6 | — | — | — | $130K | 0.2% | |
| Vanguard Target Retirement 2070 | — | — | — | $96K | 0.2% | |
| INVESCO STABLE VAL CLASS I INVESCO · EIN 46-3793325 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |