How big is James River Carriers LLC's plan?

James River Carriers LLC's plan reported $1.4M in assets and 122 participants for 2024.

Original filing (PDF)20250918152405NAL0002357986001

James River Carriers LLC

Name: James River Carriers LLC — James River Carriers, Form 5500 (2024)
Creator: James River Carriers LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

James River Carriers 401(k) Plan

401(k) retirement plan · James River Carriers LLC's James River Carriers 401(k) Plan held $1.4M in plan assets for 122 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

122

Accounts w/ balance

304

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Chelsea Jackson signed James River Carriers LLC's 2024 Form 5500 as plan administrator.

Chelsea Jackson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

James River Carriers LLC's EIN is 82-4886269.

EIN 82-4886269

Plan number 001

Plan year 2024

ACK ID 20250918152405NAL0002357986001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James River Carriers LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James River Carriers LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES RIVER CARRIERS LLC.

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 16K (3% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

JAMES RIVER CARRIERS LLC

EIN

all filings

Address

2227 STATION ROAD · NORTH CHESTERFIELD, VA · 23234

Phone

(804) 533-7298

Industry

Transportation & Warehousing

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)

Service providers (Schedule C)

No Schedule C providers reported

Investments

50 direct securities· $1.4M(100% of reported assets)

Mutual Funds

$880K

22 holdings

Other securities

$419K

26 holdings

Common Collective Trusts

$92K

2 holdings

					% of plan
Nuveen Lifecycle Index 2045 Fund Class R6	Mutual Funds	—	—	$177K	12.7%
Nuveen Lifecycle Index 2040 Fund Class R6	Mutual Funds	—	—	$175K	12.5%
Nuveen Lifecycle Index 2050 Fund Class R6	Mutual Funds	—	—	$104K	7.5%
Nuveen Lifecycle Index 2030 Fund Class R6	Mutual Funds	—	—	$91K	6.5%
Fidelity 500 Index	Common Collective Trusts	—	—	$67K	4.8%
Nuveen Lifecycle Index 2025 Fund Class R6	Mutual Funds	—	—	$65K	4.6%
Nuveen Lifecycle Index 2035 Fund Class R6	Mutual Funds	—	—	$61K	4.4%
Principal Mid Cap R6	Other securities	—	—	$49K	3.5%
Nuveen Lifecycle Index 2055 Fund Class R6	Mutual Funds	—	—	$48K	3.4%
Nationwide Investor Destinations Moderately Aggressive R6	Other securities	—	—	$47K	3.4%
JPMorgan Large Cap Growth R6	Other securities	—	—	$45K	3.2%
Nationwide Geneva Small Cap Growth Inst Svc	Other securities	—	—	$43K	3.1%
Goldman Sachs GQG Partners International Opportunities R6	Other securities	—	—	$32K	2.3%
Fidelity International Index	Mutual Funds	—	—	$26K	1.9%
Nationwide Investor Destinations Moderate R6	Other securities	—	—	$26K	1.9%
Fidelity Total Market Index	Common Collective Trusts	—	—	$24K	1.7%
Dodge & Cox International Stock Fund Class I	Mutual Funds	—	—	$22K	1.6%
Nuveen Lifecycle Index 2020 Fund Class R6	Mutual Funds	—	—	$22K	1.6%
Vanguard Windsor Admiral	Mutual Funds	—	—	$21K	1.5%
Nuveen Lifecycle Index 2060 Fund Class R6	Mutual Funds	—	—	$19K	1.4%
Nationwide Loomis All Cap Growth R6	Other securities	—	—	$19K	1.4%
Avantis US Large Cap Value Fund	Other securities	—	—	$18K	1.3%
Avantis Emerging Markets Equity Fund	Other securities	—	—	$18K	1.3%
Fidelity US Bond Index	Mutual Funds	—	—	$17K	1.3%
JPMorgan Equity Income R5	Other securities	—	—	$17K	1.2%
Nationwide Fixed Select Option	Other securities	—	—	$16K	1.1%
Federated Hermes Government Obligations Premier	Other securities	—	—	$13K	0.9%
PGIM Total Return Bond R6	Other securities	—	—	$11K	0.8%
MFS Mid Cap Growth R6	Mutual Funds	—	—	$10K	0.7%
Diamond Hill Mid Cap I	Other securities	—	—	$10K	0.7%
Principal Global Real Estate R6	Other securities	—	—	$10K	0.7%
Nationwide Investor Destinations Aggressive R6	Other securities	—	—	$9K	0.6%
Blackrock High Yield Portfolio - Class K	Other securities	—	—	$8K	0.6%
Legal & General Commodity Strategy Fund	Other securities	—	—	$8K	0.6%
JPMorgan Core Bond R6	Other securities	—	—	$7K	0.5%
PIMCO Real Return Inst	Mutual Funds	—	—	$6K	0.4%
Vanguard Explorer Fund Admiral	Mutual Funds	—	—	$6K	0.4%
Avantis US Small Cap Value Fund	Other securities	—	—	$5K	0.4%
Nuveen Lifecycle Index Retirement Income	Mutual Funds	—	—	$4K	0.3%
Nuveen Lifecycle Index 2015 Fund Class R6	Mutual Funds	—	—	$4K	0.3%
AB Global Bond Fund	Other securities	—	—	$3K	0.2%
Nuveen Lifecycle Index 2065 Fund Class R6	Mutual Funds	—	—	$3K	0.2%
Blackrock Total Return K	Other securities	—	—	$3K	0.2%
Cohen & Steers Real Estate Securities Z	Other securities	—	—	$530	<0.1%
Nuveen Lifecycle Index 2010 Fund Class R6	Mutual Funds	—	—	$113	<0.1%
DFA Emerging Markets Core Equity 2 Portfolio	Mutual Funds	—	—	$8	<0.1%
AB Global Bond I	Other securities	—	—	$6	<0.1%
PIMCO CommodityRealReturn Strategy Fund Inst	Mutual Funds	—	—	$5	<0.1%
Blackrock Strategic Income Opportunities I	Other securities	—	—	$3	<0.1%
Blackrock Mid Cap Growth Equity Inst	Other securities	—	—	$3	<0.1%