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Original filing (PDF)20250923142849NAL0002608227001
PRIDE TRANSPORT, INC.
Form 5500
FILING_RECEIVED
PRIDE TRANSPORT 401(K) PLAN
401(k) retirement plan
Signals · 3
26% in single holding~95 bps in Sched C feesNo recordkeeper disclosed
Active participants
510
Accounts w/ balance
216
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
14 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "Principal Life Insurance Company Principal Guaranteed Option" is 26% of plan.
- 95 bps in Schedule C fees — 82% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIDE TRANSPORT, INC..
Plan sponsor
Name
PRIDE TRANSPORT, INC.
EIN
87-0473980
Address
5499 WEST 2455 SOUTH · SALT LAKE CITY, UT · 84120
Phone
(801) 972-8890
Industry
Transportation & Warehousingsee all
Plan administrator
Name
NATIONAL BENEFIT SERVICES, LLC
EIN
20-3886993
City
KANSAS CITY, MO
Phone
(801) 532-4000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
TANNER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYNAMIC WEALTH ADVISORS | 25-3945512 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $53K | — |
| NATIONAL BENEFIT SERVICES | 20-3886993 | — | CONTRACT ADMINISTRATOR | $32K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV PARTICIPANTS | $0 | — |
Investments
24 direct securities · 14 pooled funds· $9.0M(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
$5.7M
23 holdings
Guaranteed Income / GIC
$2.3M
1 holding
Common Collective Trust
$775K
13 holdings
Pooled Separate Account
$196K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * Principal Life Insurance Company Principal Guaranteed Option | Guaranteed Income / GIC | — | — | $2.3M | 26.0% | |
| JP Morgan Funds JP Morgan Large Cap FR R6 Fund | — | — | — | $695K | 7.7% | |
| AMG Funds AMG Yacktman I Fund | — | — | — | $626K | 6.9% | |
| BlackRock Ishares MSCI EAFE INT IDX K Fund | — | — | — | $500K | 5.5% | |
| Goldman Sachs Goldman Sachs EM MKT EO IS R6 | — | — | — | $471K | 5.2% | |
| PRIN LIFETIME HYBR 2035 PRINCIPAL GLOBAL INVESTORS TRUST CO, · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $407K | 4.5% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $387K | 4.3% | |
| Vanguard Group VGD Infl‐Prot SEC ADM Fund | — | — | — | $384K | 4.3% | |
| TCW Investment Management Services TCW Emerging Mrkts Inc I Fund | — | — | — | $359K | 4.0% | |
| PGIM Investments PGIM High Yield R6 Fund | — | — | — | $357K | 4.0% | |
| Notes receivable from participants * Participant loans maturing through 2029 at interest rates of 4.25%–10.25% ‐0‐ | — | — | — | $357K | 4.0% | |
| JP Morgan Funds JP Morgan LFBL Bond OPP R6 FD | — | — | — | $356K | 3.9% | |
| Vanguard Group Vanguard Selected Value Fund | — | — | — | $225K | 2.5% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $196K | 2.2% | |
| PRINCIPAL LIFETIME 2045 PRINCIPAL GOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $189K | 2.1% | |
| Vanguard Group Vanguard MD Cap Index ADM Fund | — | — | — | $189K | 2.1% | |
| Vanguard Group Vanguard SM Cap Index ADM Fund | — | — | — | $186K | 2.1% | |
| JPMorgan Undisc Mgrs Behav Val R5 Fund | — | — | — | $170K | 1.9% | |
| Putnam Investments Putnam SM CAP Growth R6 Fund | — | — | — | $134K | 1.5% | |
| Diamond Hill Core Bond Fund Diamond Hill Core Bond Y Fund | — | — | — | $117K | 1.3% | |
| Goldman Sachs Goldman Sachs SM CP VAL R6 Fund | — | — | — | $107K | 1.2% | |
| PRIN LIFETIME HYBR 2030 PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $75K | 0.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $40K | 0.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $24K | 0.3% | |
| PRINCIPAL LIFETIME 2040 PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $24K | 0.3% | |
| PIMCO Funds PIMCO DIV INC INST Fund | — | — | — | $15K | 0.2% | |
| Vanguard Group Vanguard RE Index ADM Fund | — | — | — | $13K | 0.1% | |
| Loomis Sayles Loomis Sayles INV GR BD N FD | — | — | — | $13K | 0.1% | |
| Cohen & Steers Cohen & Steers Realty SH Fund | — | — | — | $11K | 0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $8K | <0.1% | |
| Federated Fed Hermes MDT MD CP GR R6 Fd | — | — | — | $7K | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $4K | <0.1% | |
| PIMCO Funds Pimco Commplus Strat Inst Fund | — | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $187 | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO, · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYRB 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO, · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYRB INC. CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |
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