Original filing (PDF)20251008110238NAL0002942531001

TRADEWINDS TRANSIT

Name: TRADEWINDS TRANSIT — TRADEWINDS TRANSIT 401(K) PLAN, Form 5500 (2024)
Creator: TRADEWINDS TRANSIT

Form 5500-SF

FILING_RECEIVED

TRADEWINDS TRANSIT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRADEWINDS TRANSIT.

Plan sponsor

Name

TRADEWINDS TRANSIT

EIN

61-1104868

Address

1065 BLOOMFIELD ROAD · BARDSTOWN, KY · 40004

Phone

(502) 348-2640

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

2025-10-08

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

THE TERMINAL CORPORATION

THE TERMINAL CORPORATION PROFIT SHARING 401(K) AND TRUST

$6.9M · 12 participants

CAROLINA INTERNATIONAL TRUCKS, I

CAROLINA INTERNATIONAL TRUCKS, INC. EMPLOYEES 401(K) RETIREMENT

$6.9M · 170 participants

CARROLL FULMER LOGISTICS CORPORATION

CARROLL FULMER LOGISTICS CORPORATION 401(K) PLAN

$7.0M · 206 participants

LYTLES TRANSFER & STORAGE INC.

LYTLES TRANSFER & STORAGE INC. 401K PLAN

$6.8M · 85 participants

SCHULZ TRANSPORTATION SERVICES, INC.