Michael Paul signed U.S. Xpress Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
U.S. Xpress Enterprises, Inc.'s EIN is 62-1378182.
Download the official 2024 Form 5500 (PDF) for U.S. Xpress Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)U.S. Xpress Enterprises, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $290K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY & CO, LLC | 20-8764829 | — | INVESTMENT ADVISOR | $27K | — |
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.
| % of plan | |||
|---|---|---|---|
| CLEARBRIDGE LG CAP GR R2 WILMINGTON TRUST · EIN 82-3106705 / PN 345 | Common Collective Trust | $0 | — |
| CONGRESS MID CAP GR SEI · EIN 87-2865353 / PN 001 | Common Collective Trust | $0 | — |
| PUTNAM STABLE VAL (25) PUTNAM · EIN 04-3159710 / PN 732 | Common Collective Trust | $0 | — |
| SCHRODER INTL ALPHA TRUST H1 SEI · EIN 83-2429244 / PN 009 | Common Collective Trust | $0 | — |
