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Original filing (PDF)20251013162735NAL0003557218001
UBER FREIGHT US LLC
Form 5500
FILING_RECEIVED
UBER FREIGHT RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
3,081
Accounts w/ balance
3,581
Plan assets (EOY)
$212.5M
Net assets (EOY)
$212.5M
How this plan invests
This plan
29 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UBER FREIGHT US LLC.
Plan sponsor
Name
UBER FREIGHT US LLC
EIN
75-2949425
Address
3010 GAYLORD PARKWAY, SUITE 200 · FRISCO, TX · 75034
Phone
(972) 731-4500
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
2025-10-13
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $116K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
17 direct securities · 29 pooled funds· $212.5M(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.
Common Collective Trust
$154.6M
29 holdings
Uncategorized
$57.9M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RET BLEND 2035 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $24.5M | 11.5% | |
| Fidelity 500 Index Fund | — | — | — | $24.2M | 11.4% | |
| TRP RET BLEND 2040 H T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $22.2M | 10.4% | |
| TRP RET BLEND 2055 H T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $21.4M | 10.1% | |
| TRP RET BLEND 2050 H T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $20.1M | 9.4% | |
| TRP RET BLEND 2045 H T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $19.6M | 9.2% | |
| TRP RET BLEND 2030 H T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $17.1M | 8.0% | |
| NYLI Winslow Large Cap Growth Class A | — | — | — | $9.3M | 4.4% | |
| TRP RET BLEND 2060 H T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $8.4M | 3.9% | |
| TRP RET BLEND 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $6.8M | 3.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.9M | 1.8% | |
| T. Rowe Price Mid-Cap Growth Fund | — | — | — | $3.5M | 1.7% | |
| CT DIV INCOME INST 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 090 | Common Collective Trust | — | — | $3.4M | 1.6% | |
| TRP RET BLEND 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $3.3M | 1.6% | |
| Fidelity Mid Cap Index Fund | — | — | — | $3.1M | 1.5% | |
| Participant loans receivable - 478 loans outstanding with interest rates ranging from 4.25% to 9.50% - | — | — | — | $2.6M | 1.2% | |
| MFS International Diversification Fund Class R3 | — | — | — | $2.4M | 1.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $2.2M | 1.1% | |
| TRP RET BLEND 2020 H T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.0% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 | — | — | — | $1.9M | 0.9% | |
| Fidelity International Index Fund | — | — | — | $1.8M | 0.9% | |
| PIMCO Income Fund Class A | — | — | — | $1.4M | 0.7% | |
| Fidelity Small Cap Value Fund | — | — | — | $1.4M | 0.7% | |
| Janus Henderson Triton Fund Class T | — | — | — | $1.2M | 0.6% | |
| PGIM Global Total Return Fund | — | — | — | $966K | 0.5% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $842K | 0.4% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $655K | 0.3% | |
| BlackRock Inflation Protected Bond Fund Institutional Shares | — | — | — | $625K | 0.3% | |
| TRP RET BLEND 2010 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $526K | 0.2% | |
| TRP RET BLEND 2015 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $435K | 0.2% | |
| Janus Henderson Global Real Estate Fund Class T | — | — | — | $273K | 0.1% | |
| TRP RET BLEND 2005 H T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $217K | 0.1% | |
| Fidelity Government Money Market Fund Class K6 | — | — | — | $75K | <0.1% | |
| TRP RETIRE 2050 E T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2010 E T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2015 E T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2005 E T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2035 E T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2040 E T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2025 E T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2020 E T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2055 E T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2030 E T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2045 E T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2065 E T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2060 E T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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