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Original filing (PDF)20251014152028NAL0006620962001
ALABAMA MOTOR EXPRESS
Form 5500
FILING_RECEIVED
ALABAMA MOTOR EXPRESS 401(K) PLAN
401(k) retirement plan
Signals · 2
51% in single holdingNo recordkeeper disclosed
Active participants
195
Accounts w/ balance
118
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
8 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "Great Gray Trust Retirement Pilot Aggressive 2055 Fund R1, Company 11 shares ** 139 Great Gray Trust Retirement Pilot Moderate Retirement Fund Company R1, 244,375 shares" is 51% of plan.
- No recordkeeper disclosed on Schedule C.
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALABAMA MOTOR EXPRESS.
Plan sponsor
Name
ALABAMA MOTOR EXPRESS
EIN
63-0983126
Address
P.O. BOX 487 · ASHFORD, AL · 36312
Phone
(334) 793-4315
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
2025-10-14
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
Audit & trust (Schedule H)
Auditor
DRAFFIN & TUCKER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $2K | — |
Investments
7 direct securities · 8 pooled funds· $11.0M(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
$5.6M
7 holdings
Common Collective Trust
$5.4M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Great Gray Trust Retirement Pilot Aggressive 2055 Fund R1, Company 11 shares ** 139 Great Gray Trust Retirement Pilot Moderate Retirement Fund Company R1, 244,375 shares | — | — | — | $2.8M | 50.4% | |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANYABCDEFGHI ABCDEF · EIN 38-7304105 / PN 001 | Common Collective Trust | — | — | $2.8M | 50.4% | |
| Great Gray Trust Retirement Plan Moderate 2045 Fund R1, Company 56,625 shares | — | — | — | $723K | 13.0% | |
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANYABCDEFGHI ABCDEF · EIN 38-7304108 / PN 001 | Common Collective Trust | — | — | $723K | 13.0% | |
| Great Gray Trust Retirement Plan Moderate 2035 Fund R1, Company 56,395 shares | — | — | — | $689K | 12.4% | |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANYABCDEFGHI ABCDEF · EIN 38-7304107 / PN 001 | Common Collective Trust | — | — | $689K | 12.4% | |
| Great Gray Trust Retirement Plan Moderate 2055 Fund R1, Company 48,932 shares | — | — | — | $638K | 11.4% | |
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANYABCDEFGHI ABCDEF · EIN 38-7304109 / PN 001 | Common Collective Trust | — | — | $638K | 11.4% | |
| Great Gray Trust Retirement Pilot Aggressive 2035 Fund R1, Company 43,686 shares | — | — | — | $536K | 9.6% | |
| RETIREPILOT AGG 2035 FUND R1 GREAT GRAY TRUST COMPANYABCDEFGHI ABCDEF · EIN 38-7304113 / PN 001 | Common Collective Trust | — | — | $536K | 9.6% | |
| Various Plan Notes receivable from participants (4.25% to 9.50%) | — | — | — | $150K | 2.7% | |
| Great Gray Trust Retirement Plan Moderate 2065 Fund R1, ** Company 808 shares | — | — | — | $11K | 0.2% | |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANYABCDEFGHI ABCDEF · EIN 38-7304110 / PN 001 | Common Collective Trust | — | — | $11K | 0.2% | |
| LARGE CAP VALUE R1 FUNDABCDEFGHI AB GREAT GRAY TRUST COMPANYABCDEFGHI ABCDEF · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $6K | <0.1% | |
| RETIREPILOT AGG 2055 FUND R1 GREAT GRAY TRUST COMPANYABCDEFGHI ABCDEF · EIN 38-7304115 / PN 001 | Common Collective Trust | — | — | $139 | <0.1% |
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