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Original filing (PDF)20251007153517NAL0002796291001
BEST OVERNITE EXPRESS, INC.
Form 5500
FILING_RECEIVED
BEST OVERNITE EXPRESS, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
219
Accounts w/ balance
311
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEST OVERNITE EXPRESS, INC..
Plan sponsor
Name
BEST OVERNITE EXPRESS, INC.
EIN
95-4145079
Address
406 LIVE OAK AVENUE · IRWINDALE, CA · 91706
Phone
(626) 256-0550
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
101
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
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)
Auditor
ROORDA, PIQUET & BESSEE INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWARD SIMON & ASSOCIATES | — | RIVERWOODS, IL | NONE | $34K | — |
Investments
22 direct securities· $6.8M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Fr Index 2030 Mutual funds | — | — | — | $1.6M | 22.6% | |
| Fidelity Fr Index 2025 Mutual funds | — | — | — | $1.1M | 15.9% | |
| Fidelity Fr Index 2035 Mutual funds | — | — | — | $945K | 13.5% | |
| Fidelity Fr Index 2045 Mutual funds | — | — | — | $898K | 12.9% | |
| Fidelity Fr Index 2040 Mutual funds | — | — | — | $769K | 11.0% | |
| Notes receivables Participant loans, interest rates ranging from participants from 4.25% to 9.50%, various maturities - | — | — | — | $334K | 4.8% | |
| Fidelity Fr Index 2050 Mutual funds | — | — | — | $322K | 4.6% | |
| Fidelity Fr Index 2060 Mutual funds | — | — | — | $284K | 4.1% | |
| Fidelity Fr Index 2055 Mutual funds | — | — | — | $188K | 2.7% | |
| Vanguard Intern-Term Bond Index Mutual funds | — | — | — | $123K | 1.8% | |
| Fidelity Fr Index 2020 Mutual funds | — | — | — | $86K | 1.2% | |
| Money Market Fund Interest bearing cash | — | — | — | $61K | 0.9% | |
| Lord Abbett Short Duration Income R6 Mutual funds | — | — | — | $24K | 0.3% | |
| Fideltiy Magellan Mutual funds | — | — | — | $21K | 0.3% | |
| American Funds Income Fund Mutual funds | — | — | — | $13K | 0.2% | |
| Vanguard High-Yield Corporate Adm Mutual funds | — | — | — | $10K | 0.1% | |
| Vanguard 500 Index Admiral Mutual funds | — | — | — | $9K | 0.1% | |
| Invesco Global Fund R6 Mutual funds | — | — | — | $9K | 0.1% | |
| Vanguard Value Index Adm Mutual funds | — | — | — | $6K | <0.1% | |
| Vanguard Small Cap Index Mutual funds | — | — | — | $6K | <0.1% | |
| Vanguard Wellesley Income Admiral Mutual funds | — | — | — | $5K | <0.1% | |
| Cash Account Interest bearing cash | — | — | — | $1K | <0.1% |