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Original filing (PDF)20251007081330NAL0010803074001
RXO CORPORATE SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
RXO 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
6,321
Accounts w/ balance
4,530
Plan assets (EOY)
$263.1M
Net assets (EOY)
$263.1M
How this plan invests
This plan
22 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RXO CORPORATE SOLUTIONS, LLC.
Plan sponsor
Name
RXO CORPORATE SOLUTIONS, LLC
EIN
85-4108974
Address
11215 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC · 28277
Phone
(980) 939-8517
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
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
KBF CPAS - AUDIT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $321K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
8 direct securities · 22 pooled funds· $271.1M(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.
Common Collective Trust
$243.0M
22 holdings
Uncategorized
$28.0M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RET HYB 2050 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 015 | Common Collective Trust | — | — | $29.1M | 11.1% | |
| TRP RET HYB 2045 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 014 | Common Collective Trust | — | — | $28.5M | 10.8% | |
| TRP RET HYB 2055 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 016 | Common Collective Trust | — | — | $27.8M | 10.5% | |
| TRP RET HYB 2040 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 013 | Common Collective Trust | — | — | $26.3M | 10.0% | |
| SS S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $24.4M | 9.3% | |
| TRP RET HYB 2035 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 012 | Common Collective Trust | — | — | $24.0M | 9.1% | |
| TRP RET HYB 2030 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 011 | Common Collective Trust | — | — | $18.1M | 6.9% | |
| WT CIF II GROWTH 4 WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 183 | Common Collective Trust | — | — | $17.5M | 6.7% | |
| TRP RET HYB 2060 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 018 | Common Collective Trust | — | — | $14.0M | 5.3% | |
| TRP RET HYB 2025 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 010 | Common Collective Trust | — | — | $9.1M | 3.4% | |
| BTW SMID CAP CIT BOSTON TRUST WALDEN COMPANY · EIN 85-6529039 / PN 001 | Common Collective Trust | — | — | $7.2M | 2.7% | |
| Vanguard Equity-Income Fund Admiral Shares | — | — | — | $6.4M | 2.4% | |
| Participants Participant loans (interest rate between 4.25% and 9.50% maturing through 2029) - | — | — | — | $5.4M | 2.0% | |
| State Street Russell Small/Mid Cap Index Non-Lending Series Fund Class K | — | — | — | $5.0M | 1.9% | |
| SS RSL SMMDCP IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $5.0M | 1.9% | |
| Galliard Stable Return Fund | — | — | — | $3.4M | 1.3% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $3.4M | 1.3% | |
| TRP RET HYB 2065 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $3.2M | 1.2% | |
| American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $3.0M | 1.1% | |
| TRP RET HYB 2020 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 009 | Common Collective Trust | — | — | $2.2M | 0.8% | |
| Vanguard Treasury Money Market Fund Investor Shares | — | — | — | $1.7M | 0.7% | |
| Baird Core Plus Bond Fund Class Institutional | — | — | — | $1.6M | 0.6% | |
| State Street Global All Cap Equity ex-U.S. Index Non-Lending Series Fund Class K | — | — | — | $1.6M | 0.6% | |
| SS GACEQ EX-US IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $1.6M | 0.6% | |
| SS US BOND INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $998K | 0.4% | |
| TRP RET HYB 2005 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 006 | Common Collective Trust | — | — | $390K | 0.1% | |
| TRP RET HYB 2015 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 008 | Common Collective Trust | — | — | $362K | 0.1% | |
| TRP RET HYB 2010 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6786542 / PN 007 | Common Collective Trust | — | — | $65K | <0.1% | |
| WT MID CAP OPPS WELLINGTON TRUST COMPANY, N.A. · EIN 04-2755549 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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