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Original filing (PDF)20250925100416NAL0007524737001
TRANSPORT EQUIPMENT COMPANY
Form 5500
FILING_RECEIVED
TRANSPORT EQUIPMENT COMPANY EMPLOYEES SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,310
Accounts w/ balance
1,249
Plan assets (EOY)
$68.7M
Net assets (EOY)
$68.7M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSPORT EQUIPMENT COMPANY.
Plan sponsor
Name
TRANSPORT EQUIPMENT COMPANY
EIN
81-0768318
Address
2125 S. CONSTITUTION BOULEVARD · WEST VALLEY CITY, UT · 84119
Phone
(801) 487-4161
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | NONE | $124K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $20K | — |
Investments
31 direct securities · 1 pooled fund· $134.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$64.7M
1 holding
Uncategorized
$60.6M
30 holdings
Pooled Separate Accounts
$9.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $64.7M | 94.1% | |
| American Funds Amerfds American Balanced R6 | Pooled Separate Accounts | — | — | $9.4M | 13.7% | |
| JP Morgan JPMorgan Large Cap Growth R6 | — | — | — | $7.9M | 11.5% | |
| TIAA-CREF Lifecycle Idx 2035 I | — | — | — | $3.3M | 4.8% | |
| Hartford Dividend And Grwth R6 | — | — | — | $3.1M | 4.5% | |
| TIAA-CREF Lifecycle Idx 2050 I | — | — | — | $2.9M | 4.2% | |
| Janus Henderson Jan Price Enterprise N | — | — | — | $2.8M | 4.1% | |
| Guaranteed Interest Account * American United Life Insurance Company AUL Stable Value Account | — | — | — | $2.7M | 4.0% | |
| T. ROWE PRICE TROWEPRICE ALL CAP OPPS I MUTUAL FUND SHARES 0 | — | — | — | $2.7M | 4.0% | |
| MFS Intl Diversification R6 | — | — | — | $2.5M | 3.7% | |
| TIAA-CREF Lifecycle Idx 2045 I | — | — | — | $2.5M | 3.7% | |
| TIAA-CREF Lifecycle Idx 2040 I | — | — | — | $2.4M | 3.5% | |
| Fidelity Adv Total Bond Z | — | — | — | $2.4M | 3.4% | |
| TIAA-CREF Lifecycle Idx 2030 I | — | — | — | $2.3M | 3.4% | |
| TIAA-CREF Lifecycle Idx 2055 I | — | — | — | $2.2M | 3.3% | |
| Vanguard Explorer Adm | — | — | — | $2.2M | 3.2% | |
| Franklin/Templeton Franklin Small Cap Value R6 | — | — | — | $2.1M | 3.0% | |
| TIAA-CREF Lifecycle Idx 2060 I | — | — | — | $1.9M | 2.8% | |
| Invesco Intl Smmid CO R6 | — | — | — | $1.9M | 2.8% | |
| Vanguard 500 Index Adm | — | — | — | $1.8M | 2.6% | |
| MFS Val R6 | — | — | — | $1.6M | 2.3% | |
| TIAA-CREF Lifecycle Idx 2025 I | — | — | — | $1.5M | 2.2% | |
| TIAA-CREF Lifecycle Idx 2020 I | — | — | — | $1.5M | 2.2% | |
| Victory Sycam Establish Val R6 | — | — | — | $1.3M | 1.9% | |
| participant accounts | — | — | — | $1.3M | 1.9% | |
| PARTICIPANTS LOANS 4.25% TO 9.5% 0 | — | — | — | $1.3M | 1.9% | |
| Prudential Pgim High-Yield R6 | — | — | — | $736K | 1.1% | |
| TIAA-CREF Lifecycle Idx 2065 I | — | — | — | $724K | 1.1% | |
| Thornburg Ltd Term Inc R6 | — | — | — | $465K | 0.7% | |
| TIAA-CREF Lifecycle Idx Inc I | — | — | — | $369K | 0.5% | |
| TIAA-CREF Lifecycle Idx 2015 I | — | — | — | $82K | 0.1% | |
| TIAA-CREF Lifecycle Idx 2010 I | — | — | — | $20K | <0.1% |