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Original filing (PDF)20251010160654NAL0004777699001
OCEAN NETWORK EXPRESS (NORTH AMERICA) INC.
Form 5500
FILING_RECEIVED
OCEAN NETWORK EXPRESS (NORTH AMERICA) INC. 401(K) PLAN
401(k) retirement plan
Active participants
873
Accounts w/ balance
1,089
Plan assets (EOY)
$156.9M
Net assets (EOY)
$156.9M
How this plan invests
This plan
15 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCEAN NETWORK EXPRESS (NORTH AMERICA) INC..
Plan sponsor
Name
OCEAN NETWORK EXPRESS (NORTH AMERICA) INC.
DBA
OCEAN NETWORK EXPRESS
EIN
82-2563547
Address
8730 STONY POINT PARKWAY SUITE 400 · RICHMOND, VA · 23235
Phone
(804) 256-2215
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
2025-10-10
Pension benefit codes
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $81K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | INVESTMENT ADVISOR | $53K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNRESNICK LLP | 22-1478099 | — | ACCOUNTANT/AUDITOR | $41K | — |
Investments
26 direct securities · 15 pooled funds· $243.1M(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
$152.9M
26 holdings
Common Collective Trust
$90.3M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Value Fund Class R6 Mutual fund | — | — | — | $20.1M | 12.8% | |
| T. Rowe Price Retirement 2035 Fund Common collective trust fund | — | — | — | $18.0M | 11.5% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $18.0M | 11.5% | |
| T. Rowe Price Retirement 2030 Fund Common collective trust fund | — | — | — | $17.1M | 10.9% | |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $17.1M | 10.9% | |
| FID 500 INDEX Mutual fund | — | — | — | $16.9M | 10.8% | |
| T. Rowe Price Retirement 2045 Fund Common collective trust fund | — | — | — | $11.3M | 7.2% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $11.3M | 7.2% | |
| T. Rowe Price Retirement 2040 Fund Common collective trust fund | — | — | — | $9.7M | 6.2% | |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $9.7M | 6.2% | |
| Atlanta Capital SMID-Cap R6 Fund Mutual fund | — | — | — | $8.8M | 5.6% | |
| T. Rowe Price Retirement 2025 Fund Common collective trust fund | — | — | — | $8.7M | 5.5% | |
| TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $8.7M | 5.5% | |
| T. Rowe Price Retirement 2050 Fund Common collective trust fund | — | — | — | $6.7M | 4.3% | |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $6.7M | 4.3% | |
| VANG EQUITY INC ADM Mutual fund | — | — | — | $5.7M | 3.6% | |
| T. Rowe Price Retirement 2020 Fund Common collective trust fund | — | — | — | $5.0M | 3.2% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $5.0M | 3.2% | |
| T. Rowe Price Retirement 2055 Fund Common collective trust fund | — | — | — | $4.8M | 3.1% | |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $4.8M | 3.1% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.7M | 2.3% | |
| T. Rowe Price Retirement 2060 Fund Common collective trust fund | — | — | — | $2.9M | 1.8% | |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $2.9M | 1.8% | |
| Vanguard Treasury Mutual fund | — | — | — | $2.8M | 1.8% | |
| Fidelity Total Bond K6 Fund Mutual fund | — | — | — | $2.6M | 1.7% | |
| Vanguard International Growth Fund Mutual fund | — | — | — | $2.4M | 1.6% | |
| maturing at various dates, and collateralized by participants' vested account balances | — | — | — | $2.3M | 1.5% | |
| FID MID CAP IDX Mutual fund | — | — | — | $2.1M | 1.3% | |
| T. Rowe Price Retirement 2015 Fund Common collective trust fund | — | — | — | $1.2M | 0.8% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.8% | |
| FID SM CAP IDX Mutual fund | — | — | — | $1.2M | 0.8% | |
| FID US BOND IDX Mutual fund | — | — | — | $1.0M | 0.7% | |
| T. Rowe Price Retirement 2065 Fund Common collective trust fund | — | — | — | $696K | 0.4% | |
| TRP RETIRE 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $696K | 0.4% | |
| FID GLB EX US IDX Mutual fund | — | — | — | $564K | 0.4% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $372K | 0.2% | |
| T. Rowe Price Retirement 2005 Fund Common collective trust fund | — | — | — | $116K | <0.1% | |
| TRP RETIRE 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $116K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund Common collective trust fund | — | — | — | $94K | <0.1% | |
| TRP RETIRE 2010 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $94K | <0.1% | |
| MGL SM CAP CORE R6 Mutual fund | — | — | — | $93K | <0.1% |
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