How big is SAIA Motor Freight Line, LLC's plan?

SAIA Motor Freight Line, LLC's plan reported $669.8M in assets and 15,329 participants for 2024.

Original filing (PDF)20250822164139NAL0002672947001

SAIA Motor Freight Line, LLC

Name: SAIA Motor Freight Line, LLC — SAIA Motor Freight, Form 5500 (2024)
Creator: SAIA Motor Freight Line, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

SAIA Motor Freight Line, LLC 401(k) Plan

401(k) retirement plan · SAIA Motor Freight Line, LLC's SAIA Motor Freight Line, LLC 401(k) Plan held $669.8M in plan assets for 15,329 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureCorrective distributions issued

Active participants

15,329

Accounts w/ balance

9,921

Plan assets (EOY)

$669.8M

Net assets (EOY)

$669.8M

People on this filing

Misty Kyle signed SAIA Motor Freight Line, LLC's 2024 Form 5500 as plan administrator.

Misty Kyle — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SAIA Motor Freight Line, LLC's EIN is 72-0524060.

EIN 72-0524060

Plan number 001

Plan year 2024

ACK ID 20250822164139NAL0002672947001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SAIA Motor Freight Line, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SAIA Motor Freight Line, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAIA MOTOR FREIGHT LINE, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Plan sponsor

Name

SAIA MOTOR FREIGHT LINE, LLC

EIN

all filings

Address

11465 JOHNS CREEK PARKWAY · SUITE 400 · JOHNS CREEK, GA · 30097

Phone

(985) 868-1030

Industry

Transportation & Warehousing

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

2025-08-22

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$87K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$222K	—
NORTHWESTERN MUTUAL

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

34 direct securities · 1 pooled fund· $679.2M(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.

Mutual Funds

$560.4M

24 holdings

Common Collective Trusts

$57.3M

5 holdings

Bonds / Notes

$35.4M

1 holding

Common Stocks

$15.3M

4 holdings

Common Collective Trust

$10.8M

1 holding

					% of plan
Fidelity Management Trust Company Fidelity Blue Chip Growth Fund - Class K6	Mutual Funds	—	—	$78.3M	11.7%
Fidelity Management Trust Company Fidelity Freedom 2035 Fund - Class K	Mutual Funds	—	—	$65.4M	9.8%
Fidelity Management Trust Company Fidelity Freedom 2030 Fund - Class K	Mutual Funds	—	—	$62.1M	9.3%
Fidelity Management Trust Company Fidelity Freedom 2040 Fund - Class K	Mutual Funds	—	—	$50.3M	7.5%
Fidelity Management Trust Company Fidelity Growth Company Fund - Class K6	Mutual Funds	—	—	$49.5M	7.4%
Notes receivable Notes receivable with variable maturities and interest rates * Participants ranging from 4.25% - 9.50% on all outstanding notes.	Bonds / Notes	—	—	$35.4M	5.3%
Fidelity Management Trust Company Fidelity Investments Money Market Government Portfolio	Mutual Funds	—	—	$32.2M	4.8%
Fidelity Management Trust Company Fidelity Freedom 2025 Fund - Class K	Mutual Funds	—	—	$30.0M	4.5%
Fidelity Management Trust Company Fidelity Freedom 2045 Fund - Class K	Mutual Funds	—	—	$27.5M	4.1%
Fidelity Management Trust Company Fidelity Equity Income Fund - Class K	Mutual Funds	—	—	$25.2M	3.8%
Pacific Investment Management Company, LLC PIMCO Total Return Institutional Class	Mutual Funds	—	—	$25.1M	3.7%
Fidelity Management Trust Company Fidelity 500 Index Fund	Common Collective Trusts	—	—	$23.4M	3.5%
Fidelity Management Trust Company Fidelity Freedom 2050 Fund - Class K	Mutual Funds	—	—	$20.7M	3.1%
Fidelity Management Trust Company Fidelity Puritan Fund - Class K	Mutual Funds	—	—	$20.3M	3.0%
Fidelity Management Trust Company Fidelity Freedom 2055 Fund - Class K	Mutual Funds	—	—	$17.0M	2.5%
Capital Research and Management Company American Funds Fundamental Investors Class R6	Mutual Funds	—	—	$12.7M	1.9%
Fidelity Management Trust Company Fidelity International Index Fund	Common Collective Trusts	—	—	$11.7M	1.7%
Common collective trust * Fidelity Management Trust Company Managed Income Portfolio Class 2	Common Collective Trusts	—	—	$10.8M	1.6%
MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$10.8M	1.6%
Fidelity Management Trust Company Fidelity Freedom 2020 Fund - Class K	Mutual Funds	—	—	$9.0M	1.3%
Fidelity Management Trust Company Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$8.5M	1.3%
Fidelity Management Trust Company Fidelity Diversified International Fund - Class K	Mutual Funds	—	—	$8.5M	1.3%
Fidelity Management Trust Company Fidelity Freedom 2060 Fund - Class K	Mutual Funds	—	—	$7.9M	1.2%
Fidelity Management Trust Company Fidelity Low-Priced Stock Fund - Class K6	Mutual Funds	—	—	$7.7M	1.2%
Morgan Stanley Investment Management, Inc. MSIF Institutional Global Franchise Fund I	Common Stocks	—	—	$7.6M	1.1%
American Beacon Advisors Inc American Beacon Small Cap Growth K	Common Stocks	—	—	$3.5M	0.5%
Carillon Tower Advisors, Inc. Carillon Eagle Mid Cap Growth Fund Class R6	Common Stocks	—	—	$3.4M	0.5%
Massachusetts Financial Services Company MFS Value Fund Class R6	Mutual Funds	—	—	$2.9M	0.4%
Fidelity Management Trust Company Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$2.9M	0.4%
Fidelity Management Trust Company Fidelity Freedom 2065 Fund - Class K	Mutual Funds	—	—	$2.8M	0.4%
Fidelity Management Trust Company Fidelity Freedom Income Fund - Class K	Mutual Funds	—	—	$2.2M	0.3%
Fidelity Management Trust Company Fidelity Freedom 2015 Fund - Class K	Mutual Funds	—	—	$2.1M	0.3%
Fidelity Management Trust Company Fidelity Freedom 2010 Fund - Class K	Mutual Funds	—	—	$1.0M	0.2%
American Beacon Advisors Inc American Beacon Small Cap Value Fund Class R6	Common Stocks	—	—	$822K	0.1%
Fidelity Management Trust Company Fidelity Freedom 2070 Fund - Class K	Mutual Funds	—	—	$25K	<0.1%