How big is Bancroft & Sons Transportation, LLC's plan?

Bancroft & Sons Transportation, LLC's plan covered 162 participants for 2024.

Original filing (PDF)20251008150826NAL0009670944001

Bancroft & Sons Transportation, LLC

Name: Bancroft & Sons Transportation, LLC — Bancroft &, Form 5500 (2024)
Creator: Bancroft & Sons Transportation, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bancroft & Sons Transportation, LLC 401(k) Plan and Trust

401(k) retirement plan · Bancroft & Sons Transportation, LLC's Bancroft & Sons Transportation, LLC 401(k) Plan and Trust covered 162 participants in 2024.

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

162

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

People on this filing

Kimberly Bancroft signed Bancroft & Sons Transportation, LLC's 2024 Form 5500 as plan administrator.

Kimberly Bancroft — 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

Bancroft & Sons Transportation, LLC's EIN is 75-1639263.

EIN 75-1639263

Plan number 001

Plan year 2024

ACK ID 20251008150826NAL0009670944001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bancroft & Sons Transportation, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bancroft & Sons Transportation, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BANCROFT & SONS TRANSPORTATION, LLC.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BANCROFT & SONS TRANSPORTATION, LLC

EIN

all filings

Address

3390 HIGH PRAIRIE ROAD · GRAND PRAIRIE, TX · 750504236

Phone

(972) 790-3777

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

2025-10-08

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $106K

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.