How big is Trailboss Enterprises' plan?

Trailboss Enterprises' plan reported $6.7M in assets and 432 participants for 2024.

Original filing (PDF)20251015102106NAL0004566513001

Trailboss Enterprises

Name: Trailboss Enterprises — Trailboss Enterprises, Inc., Form 5500 (2024)
Creator: Trailboss Enterprises
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Trailboss Enterprises, Inc. 401(k) Plan

401(k) retirement plan · Trailboss Enterprises' Trailboss Enterprises, Inc. 401(k) Plan held $6.7M in plan assets for 432 participants in 2024, with Nationwide as recordkeeper.

Signals · 3

25% in single holding~94 bps in Sched C fees6 service providers

Active participants

432

Accounts w/ balance

567

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan identifiers

Trailboss Enterprises' EIN is 92-0152880.

EIN 92-0152880

Plan number 001

Plan year 2024

ACK ID 20251015102106NAL0004566513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trailboss Enterprises from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trailboss Enterprises' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRAILBOSS ENTERPRISES.

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How this plan invests

This plan

1 pooled trust

Schedule D

50 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (17th percentile).

Plan sponsor

Name

TRAILBOSS ENTERPRISES

EIN

all filings

Address

201 E. 3RD AVE · ANCHORAGE, AK · 99501

Phone

(877) 338-8243

Industry

Transportation & Warehousing

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

2025-10-15

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	MUTUAL FUND INVESTMENT	$1K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ARBOR CAPITAL MANAGEMENT	92-0160704	—	INVESTMENT ADVISOR	$17K	—

Investments

50 direct securities · 1 pooled fund· $6.7M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$3.5M

21 holdings

Common Collective Trusts

$1.7M

5 holdings

Mutual Funds

$1.1M

22 holdings

Bonds / Notes

$250K

1 holding

Common Stocks

$25K

1 holding

Pooled Separate Account

1 holding

					% of plan
State Street State Street Balanced Index Fund - Class K	Common Collective Trusts	—	—	$1.7M	25.2%
Fully Benefit - Responsive Investment Contracts	Other securities	—	—	$862K	12.9%
Destination Funds Destinations Large Cap Equity Fund	Other securities	—	—	$503K	7.5%
Impax Asset Management Impax Sustnbl Alloc Inst 299 BlackRock 80/20 Trgtalloc Inst	Other securities	—	—	$491K	7.3%
Destination Funds Destination Core Fixed Income Fund	Other securities	—	—	$373K	5.6%
Nationwide Life Insurance Nationwide Life Insurance Company Indexed Fixed Fund Mutual Funds BlackRock Mid Cap Growth Equity 709 Putnam Growth Opportunities Fund Class Y	Mutual Funds	—	—	$283K	4.2%
Notes receivable from participants Interest at 4.25% to 9.5% due in 2025 to 2029	Bonds / Notes	—	—	$250K	3.7%
Destination Funds Destinations International Equity Fund Class Z	Other securities	—	—	$247K	3.7%
Vanguard Windsor Fund Admiral Shares	Mutual Funds	—	—	$211K	3.1%
Baird Core Plus Bond Fund Class Institutional	Other securities	—	—	$199K	3.0%
TIAA-CREF Lifecycle Index 2050 Fund Institutional	Mutual Funds	—	—	$166K	2.5%
Federated Hermes Federated Hermes Government Obligation Fund	Other securities	—	—	$148K	2.2%
Artisan International Value Fund Institutional Class	Other securities	—	—	$121K	1.8%
Destination Funds Destinations Global Fixed Income Opportunities Fund Class Z	Other securities	—	—	$100K	1.5%
Destination Funds Destinations Small-Mid Cap Equity Fund	Other securities	—	—	$93K	1.4%
Destination Funds Destinations Multi Strategies Alternative Fund Class Z	Other securities	—	—	$90K	1.3%
Victory Sycamore Established Value Fund Class I	Other securities	—	—	$84K	1.3%
Federated Hermes Federated Hermes Short-Intermediate Total Return Bond Fund	Other securities	—	—	$70K	1.0%
TIAA-CREF Lifecycle Index 2060 Fund Institutional	Mutual Funds	—	—	$58K	0.9%
TIAA-CREF Lifecycle Index 2040 Fund Institutional	Mutual Funds	—	—	$55K	0.8%
TIAA-CREF Lifecycle Index 2055 Fund Institutional	Mutual Funds	—	—	$52K	0.8%
Destination Funds Destinations Low Duration Fixed Income Fund	Other securities	—	—	$48K	0.7%
Vanguard Wellesley Income Fund	Mutual Funds	—	—	$45K	0.7%
Vanguard Short-Term Federal Fund Admiral Shares	Mutual Funds	—	—	$42K	0.6%
TIAA-CREF Lifecycle Index 2045 Fund Institutional	Mutual Funds	—	—	$38K	0.6%
TIAA-CREF Lifecycle Index 2035 Fund Institutional	Mutual Funds	—	—	$32K	0.5%
Destination Funds Destination Equity Income Fund Class Z	Other securities	—	—	$27K	0.4%
American Funds American Funds the Growth Fund of American Class R-6	Mutual Funds	—	—	$25K	0.4%
Cohen & Steers Cohen & Steers Real Estate Securities Fund Inc.	Common Stocks	—	—	$25K	0.4%
Vanguard Total International Stock Index Fund Admiral Shares 7 T. Rowe Price T. Rowe Price Spectrum Moderate Growth Allocation Fund 303 Vanguard Total Stock Market Index Fund	Common Collective Trusts	—	—	$25K	0.4%
American Funds American Funds New World Fund Class R-6	Mutual Funds	—	—	$22K	0.3%
PIMCO International Bond Fund	Mutual Funds	—	—	$19K	0.3%
Brinker Capital Brinker Capital Designations Shelter Fund	Other securities	—	—	$18K	0.3%
BlackRock Advtg Glbl Inv A	Other securities	—	—	$18K	0.3%
Vanguard Fixed Income Securities Funds	Mutual Funds	—	—	$18K	0.3%
American Funds Col Cap Alloc Bal A	Mutual Funds	—	—	$18K	0.3%
Vanguard World Fund - Vanguard International	Mutual Funds	—	—	$15K	0.2%
Nationwide Life Insurance Nationwide Geneva Small Cap Growth Fund	Other securities	—	—	$14K	0.2%
Fidelity Strategic Dividend & Income Fund	Mutual Funds	—	—	$13K	0.2%
Gateway Fund Class Y Shares	Other securities	—	—	$13K	0.2%
American Funds De Divrs Inc A	Mutual Funds	—	—	$11K	0.2%
TIAA-CREF Lifecycle Index 2065 Fund Institutional	Mutual Funds	—	—	$7K	0.1%
TIAA-CREF Lifecycle Index 2030 Fund Institutional	Mutual Funds	—	—	$4K	<0.1%
Federated Hermes Federated Hermes Institutional High Yield Bond Fund	Other securities	—	—	$4K	<0.1%
Fidelity Inflation-Protected Bond Index Fund 291 Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$4K	<0.1%
TIAA-CREF Lifecycle Index 2025 Fund Institutional	Mutual Funds	—	—	$3K	<0.1%
Dimensional Fund Advisors DFA International Large Cap Growth	Mutual Funds	—	—	$2K	<0.1%
TIAA-CREF Lifecycle Index Institutional 301 Vanguard Vngrd Ttl Intl Bd Idx Adml	Common Collective Trusts	—	—	$2K	<0.1%
BlackRock Strategic Income Opportunities Portfolio	Other securities	—	—	$2K	<0.1%
Vanguard Mid Cap Index Fund	Common Collective Trusts	—	—	$1K	<0.1%