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Original filing (PDF)20251014054323NAL0001039299001
ANDRUS TRANSPORTATION SERVICES I
Form 5500
FILING_RECEIVED
ANDRUS TRANSPORTATION SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
258
Accounts w/ balance
334
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 68 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDRUS TRANSPORTATION SERVICES I.
Plan sponsor
Name
ANDRUS TRANSPORTATION SERVICES I
EIN
87-0459028
Address
3185 E DESERET DRIVE N · ST GEORGE, UT · 84790
Phone
(435) 319-9963
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HINTON BURDICK CPA'S AND ADVISOR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 34-1542819 | — | N/A | $22K | — |
Investments
22 direct securities · 1 pooled fund· $4.4M(96% 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.
Registered Investment Companies
$4.3M
22 holdings
Common Collective Trust
$136K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERCENT ONE CHOICE 2025 R | Registered Investment Companies | — | — | $656K | 14.2% | |
| AMERCENT ONE CHOICE 2030 R | Registered Investment Companies | — | — | $540K | 11.7% | |
| AMERCENT ONE CHOICE 2035 R | Registered Investment Companies | — | — | $516K | 11.1% | |
| AMERCENT ONE CHOICE 2050 R | Registered Investment Companies | — | — | $341K | 7.4% | |
| AMERCENT ONE CHOICE RETIRE R | Registered Investment Companies | — | — | $305K | 6.6% | |
| AMERCENT ONE CHOICE 2045 R | Registered Investment Companies | — | — | $278K | 6.0% | |
| AMERCENT ONE CHOICE 2040 R | Registered Investment Companies | — | — | $245K | 5.3% | |
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $191K | 4.1% | |
| PIONEER FUNDAMENTAL GROWTH R | Registered Investment Companies | — | — | $180K | 3.9% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $176K | 3.8% | |
| AMERCENT ONE CHOICE 2055 R | Registered Investment Companies | — | — | $137K | 2.9% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $136K | 2.9% | |
| JPMORGAN EQ INCOME R2 | Registered Investment Companies | — | — | $115K | 2.5% | |
| AMERCENT ONE CHOICE 2060 R | Registered Investment Companies | — | — | $99K | 2.1% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $94K | 2.0% | |
| COLUMBIA BALANCED R | Registered Investment Companies | — | — | $91K | 2.0% | |
| JPMORGAN MID CP VL - R2 | Registered Investment Companies | — | — | $74K | 1.6% | |
| JPMORGAN US SMALL COMPANY R2 | Registered Investment Companies | — | — | $69K | 1.5% | |
| JPMORGAN CORE PLUS BD - R2 | Registered Investment Companies | — | — | $68K | 1.5% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $48K | 1.0% | |
| FIDELITY ADVISOR SM CAP VAL M | Registered Investment Companies | — | — | $46K | 1.0% | |
| INVESCO CORE BOND R | Registered Investment Companies | — | — | $21K | 0.5% | |
| INTL GROWTH AND INCOME R2E | Registered Investment Companies | — | — | $3K | <0.1% |
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