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Original filing (PDF)20250918152405NAL0002357986001
JAMES RIVER CARRIERS LLC
Form 5500
FILING_RECEIVED
JAMES RIVER CARRIERS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
122
Accounts w/ balance
304
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
How this plan invests
This plan
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 JAMES RIVER CARRIERS LLC.
Plan sponsor
Name
JAMES RIVER CARRIERS LLC
EIN
82-4886269
Address
2227 STATION ROAD · NORTH CHESTERFIELD, VA · 23234
Phone
(804) 533-7298
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
2025-09-18
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANCHECK CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
50 direct securities· $1.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2045 Fund Class R6 | — | — | — | $177K | 12.7% | |
| Nuveen Lifecycle Index 2040 Fund Class R6 | — | — | — | $175K | 12.5% | |
| Nuveen Lifecycle Index 2050 Fund Class R6 | — | — | — | $104K | 7.5% | |
| Nuveen Lifecycle Index 2030 Fund Class R6 | — | — | — | $91K | 6.5% | |
| Fidelity 500 Index | — | — | — | $67K | 4.8% | |
| Nuveen Lifecycle Index 2025 Fund Class R6 | — | — | — | $65K | 4.6% | |
| Nuveen Lifecycle Index 2035 Fund Class R6 | — | — | — | $61K | 4.4% | |
| Principal Mid Cap R6 | — | — | — | $49K | 3.5% | |
| Nuveen Lifecycle Index 2055 Fund Class R6 | — | — | — | $48K | 3.4% | |
| Nationwide Investor Destinations Moderately Aggressive R6 | — | — | — | $47K | 3.4% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $45K | 3.2% | |
| Nationwide Geneva Small Cap Growth Inst Svc | — | — | — | $43K | 3.1% | |
| Goldman Sachs GQG Partners International Opportunities R6 | — | — | — | $32K | 2.3% | |
| Fidelity International Index | — | — | — | $26K | 1.9% | |
| Nationwide Investor Destinations Moderate R6 | — | — | — | $26K | 1.9% | |
| Fidelity Total Market Index | — | — | — | $24K | 1.7% | |
| Dodge & Cox International Stock Fund Class I | — | — | — | $22K | 1.6% | |
| Nuveen Lifecycle Index 2020 Fund Class R6 | — | — | — | $22K | 1.6% | |
| Vanguard Windsor Admiral | — | — | — | $21K | 1.5% | |
| Nuveen Lifecycle Index 2060 Fund Class R6 | — | — | — | $19K | 1.4% | |
| Nationwide Loomis All Cap Growth R6 | — | — | — | $19K | 1.4% | |
| Avantis US Large Cap Value Fund | — | — | — | $18K | 1.3% | |
| Avantis Emerging Markets Equity Fund | — | — | — | $18K | 1.3% | |
| Fidelity US Bond Index | — | — | — | $17K | 1.3% | |
| JPMorgan Equity Income R5 | — | — | — | $17K | 1.2% | |
| Nationwide Fixed Select Option | — | — | — | $16K | 1.1% | |
| Federated Hermes Government Obligations Premier | — | — | — | $13K | 0.9% | |
| PGIM Total Return Bond R6 | — | — | — | $11K | 0.8% | |
| MFS Mid Cap Growth R6 | — | — | — | $10K | 0.7% | |
| Diamond Hill Mid Cap I | — | — | — | $10K | 0.7% | |
| Principal Global Real Estate R6 | — | — | — | $10K | 0.7% | |
| Nationwide Investor Destinations Aggressive R6 | — | — | — | $9K | 0.6% | |
| Blackrock High Yield Portfolio - Class K | — | — | — | $8K | 0.6% | |
| Legal & General Commodity Strategy Fund | — | — | — | $8K | 0.6% | |
| JPMorgan Core Bond R6 | — | — | — | $7K | 0.5% | |
| PIMCO Real Return Inst | — | — | — | $6K | 0.4% | |
| Vanguard Explorer Fund Admiral | — | — | — | $6K | 0.4% | |
| Avantis US Small Cap Value Fund | — | — | — | $5K | 0.4% | |
| Nuveen Lifecycle Index Retirement Income | — | — | — | $4K | 0.3% | |
| Nuveen Lifecycle Index 2015 Fund Class R6 | — | — | — | $4K | 0.3% | |
| AB Global Bond Fund | — | — | — | $3K | 0.2% | |
| Nuveen Lifecycle Index 2065 Fund Class R6 | — | — | — | $3K | 0.2% | |
| Blackrock Total Return K | — | — | — | $3K | 0.2% | |
| Cohen & Steers Real Estate Securities Z | — | — | — | $530 | <0.1% | |
| Nuveen Lifecycle Index 2010 Fund Class R6 | — | — | — | $113 | <0.1% | |
| DFA Emerging Markets Core Equity 2 Portfolio | — | — | — | $8 | <0.1% | |
| AB Global Bond I | — | — | — | $6 | <0.1% | |
| PIMCO CommodityRealReturn Strategy Fund Inst | — | — | — | $5 | <0.1% | |
| Blackrock Strategic Income Opportunities I | — | — | — | $3 | <0.1% | |
| Blackrock Mid Cap Growth Equity Inst | — | — | — | $3 | <0.1% |
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