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Original filing (PDF)20250801121640NAL0003186723001
TRANSFREIGHT, LLC
Form 5500
FILING_RECEIVED
TRANSFREIGHT, LLC 401(K) RETIREMENT SAVINGS PLAN AND TRUST
401(k) retirement plan
Active participants
87
Accounts w/ balance
159
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSFREIGHT, LLC.
Plan sponsor
Name
TRANSFREIGHT, LLC
EIN
98-0103013
Address
ROUTE 10 GREEN HILLS, P.O. BOX 563 · READING, PA · 19607
Phone
(610) 797-6100
Industry
Transportation & Warehousingsee all
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
2025-08-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Investments
23 direct securities · 1 pooled fund· $9.0M(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
$8.5M
23 holdings
Common Collective Trust
$525K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund | — | — | — | $1.5M | 16.4% | |
| T. Rowe Price Dividend Growth Fund | — | — | — | $889K | 9.9% | |
| Putnam Large Cap Value Fund | — | — | — | $827K | 9.2% | |
| Victory Sycamore Established Value Fund | — | — | — | $804K | 8.9% | |
| T. Rowe Price Small Cap Stock Fund | — | — | — | $640K | 7.1% | |
| PGIM Jennison Mid Cap Growth Fund | — | — | — | $533K | 5.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $525K | 5.8% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $453K | 5.0% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $441K | 4.9% | |
| MFS International Intrinsic Value Fund | — | — | — | $429K | 4.8% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $373K | 4.1% | |
| Baird Core Plus Bond Fund | — | — | — | $286K | 3.2% | |
| PGIM High Yield Fund | — | — | — | $251K | 2.8% | |
| Invesco Developing Markets Fund | — | — | — | $216K | 2.4% | |
| JP Morgan Government Bond Fund | — | — | — | $204K | 2.3% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $189K | 2.1% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $137K | 1.5% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $94K | 1.0% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $75K | 0.8% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $75K | 0.8% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $53K | 0.6% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $18K | 0.2% | |
| T. Rowe Price Retirement Balanced Fund | — | — | — | $9K | <0.1% | |
| Empower Government Money Market Fund | — | — | — | $3K | <0.1% |