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Original filing (PDF)20251008114931NAL0005792929001
OAK HARBOR FREIGHT LINES, INC.
Form 5500
FILING_RECEIVED
OAK HARBOR FREIGHT LINES, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,012
Accounts w/ balance
2,029
Plan assets (EOY)
$112.1M
Net assets (EOY)
$112.1M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — 108% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OAK HARBOR FREIGHT LINES, INC..
Plan sponsor
Name
OAK HARBOR FREIGHT LINES, INC.
EIN
91-0909217
Address
1339 WEST VALLEY HIGHWAY NORTH · AUBURN, WA · 98071
Phone
(253) 288-8300
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NW INVESTMENT CONSULTING DBA NWPS | 91-2090931 | — | NONE | $195K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $39K | — |
Investments
41 direct securities· $112.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2050 FD I Registered investment company | — | — | — | $13.7M | 12.3% | |
| VANGUARD TARGET RETIREMENT INCM INV Registered investment company | — | — | — | $9.1M | 8.1% | |
| VANGUARD GROWTH INDEX FD ADMIRAL Registered investment company | — | — | — | $9.0M | 8.0% | |
| VANGUARD TARGET RETIREMENT 2025 FD I Registered investment company | — | — | — | $7.0M | 6.2% | |
| VANGUARD TARGET RETIREMENT 2035 FD I Registered investment company | — | — | — | $6.7M | 6.0% | |
| VANGUARD 500 INDEX F Registered investment company | — | — | — | $6.3M | 5.6% | |
| VANGUARD TARGET RETIREMENT 2030 FD I Registered investment company | — | — | — | $6.0M | 5.4% | |
| VANGUARD TARGET RETIREMENT 2040 FD I Registered investment company | — | — | — | $5.4M | 4.8% | |
| VANGUARD TARGET RETIREMENT 2045 FD I Registered investment company | — | — | — | $5.1M | 4.6% | |
| DFA GLOBAL EQUITY PORTFOLIO INSTL Registered investment company | — | — | — | $4.9M | 4.4% | |
| VANGUARD SMALL CAP INDEX ADMIRAL SH Registered investment company | — | — | — | $4.7M | 4.2% | |
| VANGUARD VALUE INDEX ADMIRAL Registered investment company | — | — | — | $3.3M | 2.9% | |
| SCHWAB RETIREMENT GOVT MONEY FD Registered investment company | — | — | — | $3.0M | 2.7% | |
| DFA INTL CORE EQTY PORT INSTL Registered investment company | — | — | — | $2.8M | 2.5% | |
| VANGUARD TOTAL BOND MKT INDEX ADM Registered investment company | — | — | — | $2.8M | 2.5% | |
| maturing through March 2051 | — | — | — | $2.7M | 2.4% | |
| DFA EMERG MKTS CORE EQTY PORT INSTL Registered investment company | — | — | — | $2.4M | 2.1% | |
| VANGUARD SMALL CAP VALUE INDEX ADMIR Registered investment company | — | — | — | $1.9M | 1.7% | |
| FIDELITY FLOATING RATE HIGH INCOME Registered investment company | — | — | — | $1.8M | 1.6% | |
| VANGUARD TARGET RETIREMENT 2055 INV Registered investment company | — | — | — | $1.8M | 1.6% | |
| DFA GLBL REAL ESTATE SEC PORT INST Registered investment company | — | — | — | $1.6M | 1.5% | |
| VANGUARD TARGET RETIREMENT 2060 INV Registered investment company | — | — | — | $1.4M | 1.3% | |
| DFA US CORE EQTY 1 PORT INSTL Registered investment company | — | — | — | $1.3M | 1.2% | |
| VANGUARD MID CAP INDEX FUND ADMIRAL Registered investment company | — | — | — | $1.1M | 1.0% | |
| VANGUARD TARGET RETIREMENT 2065 Registered investment company | — | — | — | $800K | 0.7% | |
| VANGUARD TARGET RETIREMENT 2020 FD I Registered investment company | — | — | — | $788K | 0.7% | |
| VANGUARD SHORT TERM BD INDEX FD ADM Registered investment company | — | — | — | $745K | 0.7% | |
| DFA US CORE EQTY 2 PORT INSTL Registered investment company | — | — | — | $732K | 0.7% | |
| VANGUARD DEVELOPED MKTS INDEX ADM Registered investment company | — | — | — | $633K | 0.6% | |
| FIDELITY TOTAL MKT INDEX FD Registered investment company | — | — | — | $455K | 0.4% | |
| PIMCO INCM FD INST CL Registered investment company | — | — | — | $427K | 0.4% | |
| PIMCO HIGH-YEILD FUND INSTL CLASS Registered investment company | — | — | — | $317K | 0.3% | |
| FIDELITY INFLATION PROTECTED BD IDX Registered investment company | — | — | — | $294K | 0.3% | |
| NUVEEN PREFERRED SECS & INCM FD I Registered investment company | — | — | — | $290K | 0.3% | |
| VANGUARD MID CAP VALINDEX ADMIRAL Registered investment company | — | — | — | $258K | 0.2% | |
| VANGUARD MID-CAP GROWTH INDEX ADMIRA Registered investment company | — | — | — | $247K | 0.2% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMI Registered investment company | — | — | — | $153K | 0.1% | |
| VANGUARD TARGET RETIREMENT 2070 FUND Registered investment company | — | — | — | $55K | <0.1% | |
| AMERICAN AIRLS GROUP Common Stock | — | — | — | $21K | <0.1% | |
| CARNIVAL CORP NEW Common Stock | — | — | — | $20K | <0.1% | |
| NORWEGIAN CRUISE LIN Common Stock | — | — | — | $13K | <0.1% |
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