Back to filter
Original filing (PDF)20251009141940NAL0015760994001
XPO CNW, INC.
Form 5500
FILING_RECEIVED
XPO LOGISTICS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
5,304
Accounts w/ balance
8,056
Plan assets (EOY)
$1.9B
Net assets (EOY)
$1.9B
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XPO CNW, INC..
Plan sponsor
Name
XPO CNW, INC.
EIN
94-1444798
Address
PO BOX 3680 · PORTLAND, OR · 97208
Phone
(800) 233-0600
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2C · Money purchase (other than target benefit)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KBF CPAS -AUDIT, 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 | $331K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER US INC | 13-2834414 | — | INVESTMENT ADVISOR | $62K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS | 34-1820650 | — | OTHER SERVICES | $5K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
20 direct securities · 1 pooled fund· $3.7B(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.
Master Trust
$1.8B
1 holding
Uncategorized
$1.8B
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| XPO LOGISTICS INC. MASTER TRUST XPO LOGISTICS, INC. · EIN 85-3038605 / PN 001 | Master Trust | — | — | $1.8B | 97.6% | |
| TRP RET HYB 2030 T7 | — | — | — | $349.2M | 18.5% | |
| TRP RET HYB 2035 T7 | — | — | — | $255.3M | 13.5% | |
| TRP RET HYB 2025 T7 | — | — | — | $212.6M | 11.3% | |
| WT CIF II GROWTH 4 | — | — | — | $205.1M | 10.9% | |
| TRP RET HYB 2040 T7 | — | — | — | $187.1M | 9.9% | |
| TRP RET HYB 2045 T7 | — | — | — | $127.7M | 6.8% | |
| SS S&P 500 INDEX K | — | — | — | $122.1M | 6.5% | |
| TRP RET HYB 2050 T7 | — | — | — | $85.2M | 4.5% | |
| TRP RET HYB 2020 T7 | — | — | — | $73.1M | 3.9% | |
| TRP STABLE VALUE Q | — | — | — | $62.1M | 3.3% | |
| TRP RET HYB 2055 T7 | — | — | — | $55.4M | 2.9% | |
| TRP RET HYB 2060 T7 | — | — | — | $25.0M | 1.3% | |
| TRP RET HYB 2015 T7 | — | — | — | $19.5M | 1.0% | |
| SS RSL SMMDCP IDX K | — | — | — | $15.2M | 0.8% | |
| SS US BOND INDEX K | — | — | — | $12.4M | 0.7% | |
| TRP RET HYB 2010 T7 | — | — | — | $10.0M | 0.5% | |
| WT MID CAP OPPS | — | — | — | $9.5M | 0.5% | |
| TRP RET HYB 2065 T7 | — | — | — | $8.0M | 0.4% | |
| TRP RET HYB 2005 T7 | — | — | — | $4.8M | 0.3% | |
| SS GACEQ EX-US IDX K | — | — | — | $4.4M | 0.2% |