Original filing (PDF)20241014153003NAL0013539667001

MATHESON TRUCKING, INC.

Name: MATHESON TRUCKING, INC. — MATHESON TRUCKING, INC. 401(K) PLAN, Form 5500 (2023)
Creator: MATHESON TRUCKING, INC.

Form 5500

FILING_RECEIVED

MATHESON TRUCKING, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

~101 bps in Sched C fees

Active participants

1,035

Accounts w/ balance

4,306

Plan assets (EOY)

$28.2M

Net assets (EOY)

$28.2M

How this plan invests

This plan

11 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATHESON TRUCKING, INC..

Plan sponsor

Name

MATHESON TRUCKING, INC.

EIN

94-1578272

Address

9785 GOETHE ROAD · SACRAMENTO, CA · 95827

Phone

(916) 504-4756

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$271K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMPBELL TAYLOR WASHBURN	68-0251243	—	ACCOUNTANT	$13K	—

Investments

11 pooled funds· $22.4M(80% 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.

			% of plan
GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153	Common Collective Trust	$3.1M	11.0%
GG BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151	Common Collective Trust	$2.7M	9.6%
GG BR LIFEPATH 2025 GREAT GRAY TRUST COMPANY · EIN 26-3773730 / PN 154	Common Collective Trust	$2.7M	9.5%
GG BR LIFEPATH RET GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157	Common Collective Trust	$2.6M	9.2%
GG BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158	Common Collective Trust	$2.5M	8.9%
GG BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY · EIN 26-3770263 / PN 152	Common Collective Trust	$2.1M	7.6%
GG BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178	Common Collective Trust	$1.8M	6.3%
GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150	Common Collective Trust	$1.7M	6.1%
GG BR LIFEPATH 2050 GREAT GRAY TRUST COMPANY · EIN 26-3763061 / PN 149	Common Collective Trust	$1.5M	5.3%
FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026	Common Collective Trust	$982K	3.5%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	$742K	2.6%