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Original filing (PDF)20251015062641NAL0005335056001
FOUR STAR FREIGHTLINER, INC.
Form 5500
FILING_RECEIVED
FOUR STAR FREIGHTLINER, INC. 401(K) PLAN
401(k) retirement plan
Active participants
154
Accounts w/ balance
220
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.4M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOUR STAR FREIGHTLINER, INC..
Plan sponsor
Name
FOUR STAR FREIGHTLINER, INC.
EIN
63-0520287
Address
3140 HAYNEVILLE ROAD · MONTGOMERY, AL · 36108
Phone
(334) 263-1085
Industry
Retail Tradesee 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CAR RIGGS & INGRAM LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $14K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYNOVUS TRUST COMPANY N.A. | 58-1134883 | — | INVESTMENT ADVISOR | $29K | — |
| EMPOWER ADVISORY GROUP | 84-0467907 | — | INVESTMENT MANAGEMENT | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AZALEA ADMINISTRATION | 27-0711617 | — | CONTRACT ADMIN | $8K | — |
Investments
25 direct securities· $13.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL Mutual Fund | — | — | — | $2.5M | 18.7% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual Fund | — | — | — | $2.0M | 14.5% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Mutual Fund | — | — | — | $1.6M | 11.5% | |
| VANGUARD WINDSOR ADM Mutual Fund | — | — | — | $1.4M | 10.3% | |
| VANGUARD TARGET RETIREMENT INCOME INV Mutual Fund ** 649 VANGUARD TOTAL BOND MARKET INDEX ADMIRAL Mutual Fund | — | — | — | $856K | 6.3% | |
| EI FIXED ACCOUNT - SERIES CLASS II Fixed Annuity | — | — | — | $813K | 6.0% | |
| VANGUARD TARGET RETIREMENT 2030 INV Mutual Fund | — | — | — | $674K | 5.0% | |
| DODGE & COX INCOME X Mutual Fund | — | — | — | $528K | 3.9% | |
| T. ROWE PRICE MID-CAP VALUE I Mutual Fund | — | — | — | $516K | 3.8% | |
| AMERICAN BEACON SMALL CAP VALUE R6 Mutual Fund | — | — | — | $481K | 3.6% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Mutual Fund | — | — | — | $340K | 2.5% | |
| VANGUARD TARGET RETIREMENT 2025 INV Mutual Fund | — | — | — | $329K | 2.4% | |
| VANGUARD TARGET RETIREMENT 2035 INV Mutual Fund | — | — | — | $241K | 1.8% | |
| VANGUARD TARGET RETIREMENT 2040 INV Mutual Fund | — | — | — | $154K | 1.1% | |
| DFA US SMALL CAP GROWTH INSTL Mutual Fund | — | — | — | $149K | 1.1% | |
| VANGUARD INTER-TERM TREASURY IND ADMIRAL Mutual Fund | — | — | — | $105K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADM Mutual Fund | — | — | — | $87K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2055 INV Mutual Fund | — | — | — | $86K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2045 INV Mutual Fund | — | — | — | $83K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2065 INV Mutual Fund | — | — | — | $77K | 0.6% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL Mutual Fund | — | — | — | $43K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2060 INV Mutual Fund | — | — | — | $41K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2050 INV Mutual Fund | — | — | — | $18K | 0.1% | |
| VANGUARD TARGET RETIREMENT 2020 INV Mutual Fund | — | — | — | $9K | <0.1% | |
| JANUS HENDERSON ENTERPRISE N Mutual Fund | — | — | — | $6K | <0.1% |
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