Original filing (PDF)20260112153945NAL0015282787001

Raven Transport Holding, Inc.

Name: Raven Transport Holding, Inc. — Raven Transport, Form 5500 (2024)
Creator: Raven Transport Holding, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Raven Transport 401(k) Retirement Plan

401(k) retirement plan · Raven Transport Holding, Inc.'s Raven Transport 401(k) Retirement Plan held $2.3M in plan assets for 3 participants in 2024, with Empower as recordkeeper.

Signals · 4

Late filing · 1.9 moLate participant contributions29% in single holding~122 bps in Sched C fees

Active participants

Accounts w/ balance

130

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 1.9 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 89K (37% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RAVEN TRANSPORT HOLDING, INC..

Plan sponsor

Name

RAVEN TRANSPORT HOLDING, INC.

EIN

59-3545114all filings

Address

7150 PHILIPS HIGHWAY · JACKSONVILLE, FL · 32217

Phone

(904) 880-1515

Industry

Transportation & Warehousing

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

2026-01-12

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$22K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$114	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC

Investments

28 direct securities · 1 pooled fund· $2.3M(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.

Mutual Funds

$1.2M

17 holdings

Other securities

$706K

7 holdings

Common Collective Trust

$193K

1 holding

Common Collective Trusts

$188K

3 holdings

Agency / Mortgage-Backed

$9K

1 holding

					% of plan
MFS Investment Management MRS Moderate Allocation Fund Class R3	Mutual Funds	—	—	$668K	28.7%
Fidelity Advisor Technology Fund - Class M	Mutual Funds	—	—	$237K	10.2%
T. Rowe Price T. Rowe Price Retirement 2040 Fund Class R	Other securities	—	—	$219K	9.4%
FEDERATED HERMES CAPITL PRESERVATIO FEDERATED INVESTORS · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$193K	8.3%
Vanguard Advisors Vanguard 500 Index Fund Admiral Shares	Common Collective Trusts	—	—	$176K	7.5%
T. Rowe Price T. Rowe Price Retirement 2050 Fund Class R	Other securities	—	—	$149K	6.4%
MFS Investment Management MFS Massachusetts Investors Growth Stock Fund Class R3	Mutual Funds	—	—	$146K	6.3%
T. Rowe Price T. Rowe Price Retirement 2030 Fund Class R	Other securities	—	—	$131K	5.6%
T. Rowe Price T. Rowe Price Retirement 2020 Fund Class R	Other securities	—	—	$128K	5.5%
MFS Investment Management MFS Conservative Allocation Fund Class R3	Mutual Funds	—	—	$55K	2.4%
T. Rowe Price T. Rowe Price Retirement 2060 Fund Class R	Other securities	—	—	$36K	1.6%
T. Rowe Price T. Rowe Price Retirement 2010 Fund Class R	Other securities	—	—	$33K	1.4%
Franklin Templeton Franklin Small Cap Growth Fund Class A	Mutual Funds	—	—	$32K	1.4%
Allspring Global Investments Allspring Special Mid Cal Value Fund - Class A	Mutual Funds	—	—	$13K	0.6%
Invesco International Small-Mid Company Fund Class A	Mutual Funds	—	—	$10K	0.4%
T. Rowe Price T. Rowe Price Growth Stock Fund Class R	Other securities	—	—	$10K	0.4%
Vanguard Advisors Vanguard GNMA Fund Admiral Shares	Agency / Mortgage-Backed	—	—	$9K	0.4%
Franklin Templeton Foreign Fund Class A	Mutual Funds	—	—	$9K	0.4%
Invesco Developing Markets Fund Class A	Mutual Funds	—	—	$9K	0.4%
Janus Henderson Investors Janus Henderson Small Cap Value Fund Class S	Mutual Funds	—	—	$9K	0.4%
Invesco EQV International Equity Fund Class A	Mutual Funds	—	—	$9K	0.4%
Janus Henderson Investors Janus Henderson Enterprise Fund Class S	Mutual Funds	—	—	$8K	0.3%
MFS Investment Management MFS Value Fund Class R3	Mutual Funds	—	—	$8K	0.3%
Invesco Global Fund Class A	Mutual Funds	—	—	$7K	0.3%
Federated Hermes Federated Hermes Mid-Cap Index Fund Services Shares	Common Collective Trusts	—	—	$7K	0.3%
BNY Investments BNY Mellon Small Cap Stock Index Fund Investor Shares	Common Collective Trusts	—	—	$6K	0.2%
Invesco International Bond Fund Class A	Mutual Funds	—	—	$4K	0.2%
MFS Investment Management MFS Aggressive Growth Allocation Fund Class R3	Mutual Funds	—	—	$3K	0.1%
MFS Investment Management MFS Total Return Bond Fund Class A	Mutual Funds	—	—	$3K	0.1%