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Original filing (PDF)20251015075143NAL0005602624001
ROANE TRANSPORTATION SERVICES, LLC
Form 5500
FILING_RECEIVED
ROANE TRANSPORTATION SERVICES RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
~125 bps in Sched C fees
Active participants
106
Accounts w/ balance
175
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 125 bps in Schedule C fees — 141% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROANE TRANSPORTATION SERVICES, LLC.
Plan sponsor
Name
ROANE TRANSPORTATION SERVICES, LLC
EIN
62-1641082
Address
284 CARDIFF VALLEY ROAD, STE 4135 · ROCKWOOD, TN · 37854
Phone
(865) 384-3288
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
2025-10-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | RECORDKEEPER | $24K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES INC | 62-1200951 | — | CONTRACT ADMINISTRATOR | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $8K | — |
Investments
21 direct securities· $3.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company of America EI Fixed Account | — | — | — | $528K | 15.9% | |
| BlackRock LifePath Index 2050 Fund | — | — | — | $455K | 13.7% | |
| BlackRock LifePath Index 2060 Fund | — | — | — | $343K | 10.3% | |
| Fidelity US Bond Index Fund | — | — | — | $228K | 6.9% | |
| PGIM Total Return Bond Fund | — | — | — | $223K | 6.7% | |
| BlackRock LifePath Index 2040 Fund | — | — | — | $174K | 5.2% | |
| MFS Growth Fund | — | — | — | $154K | 4.7% | |
| Fidelity 500 Index Fund | — | — | — | $150K | 4.5% | |
| BlackRock LifePath Index 2045 Fund | — | — | — | $148K | 4.5% | |
| Putnam Large Cap Value Fund | — | — | — | $148K | 4.5% | |
| BlackRock LifePath Index 2055 Fund | — | — | — | $140K | 4.2% | |
| T. Rowe Price Overseas Stock Fund | — | — | — | $104K | 3.1% | |
| Fidelity Total International Index Fund | — | — | — | $102K | 3.1% | |
| Fidelity Real Estate Index Fund | — | — | — | $98K | 3.0% | |
| BlackRock LifePath Index 2065 Fund | — | — | — | $75K | 2.3% | |
| JP Morgan Emerging Markets Equity Fund | — | — | — | $72K | 2.2% | |
| MFS Mid Cap Growth Fund | — | — | — | $39K | 1.2% | |
| Fidelity Extended Market Index Fund | — | — | — | $37K | 1.1% | |
| American Century Mid Cap Value Fund | — | — | — | $36K | 1.1% | |
| Loomis Sayles Small Cap Growth Fund | — | — | — | $29K | 0.9% | |
| American Century Small Cap Value Fund | — | — | — | $29K | 0.9% |
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