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Original filing (PDF)20250926091524NAL0021280434001
FREIGHTWAVES, INC.
Form 5500
FILING_RECEIVED
FREIGHTWAVES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
70
Accounts w/ balance
181
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREIGHTWAVES, INC..
Plan sponsor
Name
FREIGHTWAVES, INC.
EIN
81-3287492
Address
605 CHESTNUT STREET, SUITE 800 · CHATTANOOGA, TN · 37450
Phone
(423) 619-6620
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
2025-09-26
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
CALVETTI FERGUSON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-2937883 | — | SERVICE PROVIDER | $0 | — |
Investments
30 direct securities · 1 pooled fund· $17.0M(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
$8.5M
30 holdings
Pooled Separate Account
$8.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $8.4M | 98.7% | |
| VRIAC Vangrd 500 Index Fund Adm (i) | — | — | — | $1.7M | 19.5% | |
| VRIAC Voya Index Solution 2055 P Z (i) | — | — | — | $1.6M | 18.9% | |
| VRIAC Voya Index Solution 2060 P Z (i) | — | — | — | $1.0M | 12.0% | |
| VRIAC Voya Index Solution 2045 P Z (i) | — | — | — | $983K | 11.5% | |
| VRIAC Voya Index Solution 2050 P Z (i) | — | — | — | $609K | 7.1% | |
| VRIAC Voya Index Solution 2040 P Z (i) | — | — | — | $356K | 4.2% | |
| VRIAC Vangrd Small-Cap Index Fnd Adm (i) | — | — | — | $351K | 4.1% | |
| VRIAC Voya Index Solution 2035 P Z (i) | — | — | — | $348K | 4.1% | |
| VRIAC Vangrd Mid-Cap Index Fund Adm (i) | — | — | — | $235K | 2.8% | |
| VRIAC Voya Index Solution 2030 P Z (i) | — | — | — | $157K | 1.8% | |
| VRIAC Vangrd Balanced Index Fnd Adm (i) | — | — | — | $147K | 1.7% | |
| VRIAC Voya Fixed Account (i) | — | — | — | $111K | 1.3% | |
| VRIAC American Funds AMCAP Fund R6 (i) | — | — | — | $110K | 1.3% | |
| VRIAC Voya Index Solution 2025 P Z (i) | — | — | — | $96K | 1.1% | |
| VRIAC American Funds Nw Prspctv R6 (i) | — | — | — | $94K | 1.1% | |
| VRIAC Vangrd Em Mkts Stk Ind Fd Adm (i) | — | — | — | $88K | 1.0% | |
| VRIAC DFA Infl-Prot Sec Port Ins (i) | — | — | — | $88K | 1.0% | |
| VRIAC Invesco Equally-Weighted S&P 500 Fund R6 (i) 328 * VRIAC Vanguard Total Internations Stock Index Fund Admiral (i) | — | — | — | $85K | 1.0% | |
| VRIAC American Funds Wash Mutual R6 (i) | — | — | — | $68K | 0.8% | |
| VRIAC Voya Index Solution 2065 P Z (i) | — | — | — | $59K | 0.7% | |
| VRIAC Voya Mid Cap Opport Port R6 (i) | — | — | — | $47K | 0.6% | |
| VRIAC PGIM High Yield Fund R6 (i) | — | — | — | $44K | 0.5% | |
| VRIAC JPMorgan Equity Income Fund R6 (i) | — | — | — | $42K | 0.5% | |
| VRIAC ClrBrg SmCp Grw Fd IS (i) | — | — | — | $40K | 0.5% | |
| VRIAC DFA Global Real Est Sec Pt Ins (i) | — | — | — | $21K | 0.2% | |
| VRIAC Allspring Special Mid Cap Value Fund R6 (i) | — | — | — | $15K | 0.2% | |
| VRIAC DFA US Targeted Vl Port Ins (i) | — | — | — | $15K | 0.2% | |
| VRIAC Vngrd Ttl Wld Stk Indx Fd Adm (i) | — | — | — | $13K | 0.2% | |
| VRIAC Voya Intermediate Bond Fund R6 (i) | — | — | — | $4K | <0.1% | |
| VRIAC AB Global Bond Fund Z (i) | — | — | — | $2K | <0.1% |