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Original filing (PDF)20250923092252NAL0007789139001
ABX AIR, INC.
Form 5500
FILING_RECEIVED
CAPITAL ACCUMULATION PLAN
401(k) retirement plan
Signals · 1
35% in single holding
Active participants
2,045
Accounts w/ balance
2,664
Plan assets (EOY)
$279.9M
Net assets (EOY)
$279.9M
How this plan invests
This plan
5 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
83
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Growth Company Pool Collective trust" is 35% of plan.
- 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 ABX AIR, INC..
Plan sponsor
Name
ABX AIR, INC.
EIN
91-1091619
Address
145 HUNTER DRIVE · WILMINGTON, OH · 45177
Phone
(937) 382-5591
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
2025-09-23
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $290K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | CONSULTANT | $41K | — |
| MOSS ADAMS LLP | 91-0189318 | — | CONSULTANT | $14K | — |
Investments
19 direct securities · 5 pooled funds· $289.4M(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
$164.7M
19 holdings
Common Collective Trust
$124.6M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $97.5M | 34.8% | |
| SSgA Target Retirement 2030 Fund Mutual fund | — | — | — | $19.1M | 6.8% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $18.9M | 6.7% | |
| SSgA Target Retirement 2025 Fund Mutual fund | — | — | — | $17.2M | 6.1% | |
| TRP EQUITY INCOME T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 011 | Common Collective Trust | — | — | $13.6M | 4.9% | |
| SSgA Target Retirement 2035 Fund Mutual fund | — | — | — | $13.3M | 4.7% | |
| Fidelity Low Priced Stock Fund Mutual fund | — | — | — | $10.3M | 3.7% | |
| Vanguard Total Bond Market Index Fund Mutual fund | — | — | — | $10.2M | 3.6% | |
| Fidelity Managed Income Portfolio II Collective trust | — | — | — | $10.1M | 3.6% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $10.1M | 3.6% | |
| DFA US Small Cap Value Fund Mutual fund | — | — | — | $8.2M | 2.9% | |
| Conestoga Small Cap Fund Mutual fund | — | — | — | $8.1M | 2.9% | |
| SSgA Target Retirement 2040 Fund Mutual fund | — | — | — | $6.9M | 2.5% | |
| SSgA Target Retirement 2050 Fund Mutual fund | — | — | — | $6.8M | 2.4% | |
| SSgA Target Retirement 2020 Fund Mutual fund | — | — | — | $6.8M | 2.4% | |
| SSgA Target Retirement 2055 Fund Mutual fund | — | — | — | $6.0M | 2.1% | |
| Fidelity Diversified International Fund Mutual fund | — | — | — | $5.9M | 2.1% | |
| SSgA Target Retirement 2045 Fund Mutual fund | — | — | — | $5.5M | 2.0% | |
| SSgA Target Retirement 2060 Fund Mutual fund | — | — | — | $5.0M | 1.8% | |
| LS CORE PLUS BOND F LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $3.4M | 1.2% | |
| through January 2030 - | — | — | — | $2.7M | 0.9% | |
| SSgA Target Retirement Income Fund Mutual fund | — | — | — | $2.2M | 0.8% | |
| SSgA Target Retirement 2065 Fund Mutual fund | — | — | — | $1.6M | 0.6% | |
| LS CORE PL FXINC C LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% |