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Original filing (PDF)20251013145704NAL0001567697001
AVERITT EXPRESS, INC.
Form 5500
FILING_RECEIVED
AVERITT EXPRESS, INC. PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
8,187
Accounts w/ balance
12,931
Plan assets (EOY)
$775.2M
Net assets (EOY)
$775.2M
How this plan invests
This plan
18 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "JP Morgan Funds" is 27% of plan.
- 13 bps in Schedule C fees — 111% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVERITT EXPRESS, INC..
Plan sponsor
Name
AVERITT EXPRESS, INC.
EIN
62-0755421
Address
1415 NEAL ST. · PO BOX 3166 · COOKEVILLE, TN · 385203166
Phone
(931) 525-5323
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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | CONSULTANT | $220K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $762K | — |
Investments
22 direct securities · 18 pooled funds· $1.1B(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.
Uncategorized
$768.8M
22 holdings
Common Collective Trust
$369.0M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Funds | — | — | $0 | $209.3M | 27.0% | |
| Principal Global Investors Trust Co | — | — | $0 | $101.7M | 13.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $101.7M | 13.1% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $81.3M | 10.5% | |
| SSGA SP 500 IDX SEC LND SER II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $76.0M | 9.8% | |
| T. ROWE PRICE TRUST COMPANY | — | — | $0 | $76.0M | 9.8% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $62.5M | 8.1% | |
| WESTERN ASSET CR PL BD CIT P1 GREAT GRAY TRUST COMPANY · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $50.6M | 6.5% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $50.6M | 6.5% | |
| MFS Heritage Trust Company | — | — | $0 | $43.4M | 5.6% | |
| MFS MID CAP GROWTH CL 3C FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 022 | Common Collective Trust | — | — | $38.0M | 4.9% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $38.0M | 4.9% | |
| MFS Investment Management | — | — | $0 | $16.6M | 2.1% | |
| MASSMUTUAL SM CP GWTH EQ R4 FD GREAT GRAY TRUST COMPANY · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $16.6M | 2.1% | |
| CLEARBRIDGE LR CP GRWTH CIT R3 GREAT GRAY TRUST COMPANY · EIN 82-3106705 / PN 345 | Common Collective Trust | — | — | $15.4M | 2.0% | |
| JP Morgan Funds | — | — | $0 | $15.4M | 2.0% | |
| SSGA SP MCP ID SEC LND SRS XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $9.9M | 1.3% | |
| State Street Bank and Trust Company | — | — | $0 | $9.9M | 1.3% | |
| SEI Trust Company | — | — | $0 | $8.9M | 1.1% | |
| AMERICAN CENTRY US MCVAL EQ TR SEI TRUST COMPANY · EIN 27-0572972 / PN 010 | Common Collective Trust | — | — | $8.9M | 1.1% | |
| JANUS HENDERSON DEV WLD BD III GREAT GRAY TRUST COMPANY · EIN 38-4139850 / PN 628 | Common Collective Trust | — | — | $8.7M | 1.1% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $8.7M | 1.1% | |
| SSGA RUSSELL SC IDX SEC LND II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 040 | Common Collective Trust | — | — | $8.6M | 1.1% | |
| STATE STREET GLOBAL ADVISORS | — | — | $0 | $8.6M | 1.1% | |
| SEI Trust Company | — | — | $0 | $7.8M | 1.0% | |
| AM CENT US SM CP VAL EQ TRUST SEI TRUST COMPANY · EIN 45-4505064 / PN 013 | Common Collective Trust | — | — | $7.8M | 1.0% | |
| Averitt | — | — | $0 | $7.6M | 1.0% | |
| LORD ABB HI YLD CR TR II R FD GREAT GRAY TRUST COMPANY · EIN 82-1095844 / PN 320 | Common Collective Trust | — | — | $5.6M | 0.7% | |
| Federated Securities Corporation | — | — | $0 | $5.6M | 0.7% | |
| T. ROWE PRICE INTL SM-CP EQ A T. ROWE PRICE TRUST COMPANY · EIN 36-7612285 / PN 001 | Common Collective Trust | — | — | $4.6M | 0.6% | |
| State Street Bank and Trust Company | — | — | $0 | $4.6M | 0.6% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | $0 | $4.4M | 0.6% | |
| Global Trust Company | — | — | $0 | $4.3M | 0.6% | |
| AMER CENT EMERG MRKTS EQ TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 015 | Common Collective Trust | — | — | $4.3M | 0.6% | |
| PIONEER MLT-SCR FIX INC PRT R1 GREAT GRAY TRUST COMPANY · EIN 38-4065337 / PN 435 | Common Collective Trust | — | — | $3.5M | 0.4% | |
| GREAT GRAY TRUST COMPANY | — | — | $0 | $3.5M | 0.4% | |
| SSGA GL AC EQ EXUS IDX SL II STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $3.4M | 0.4% | |
| STATE STREET GLOBAL ADVISORS | — | — | $0 | $3.4M | 0.4% | |
| State Street Bank and Trust Company | — | — | $0 | $1.1M | 0.1% | |
| SSGA REAL ASSET NL C FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $1.1M | 0.1% |
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