Filings through Oct 24, 2026.

Retirement plan

Bentley Truck Services, Inc. 401(k) Profit Sharing Plan and Trust

Name: BENTLEY TRUCK SERVICES, INC. - BENTLEY TRUCK SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: BENTLEY TRUCK SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BENTLEY TRUCK SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST, BENTLEY TRUCK SERVICES, INC.

Bentley Truck Services, Inc.EIN 23-2634636Plan #001PY 2025Filed Oct 12, 2026

307 HERON DRIVE - LOGAN TWP, NJ 080851773856-467-4446

Prospect flagsHigh feesPossible retail share class: $1.5MFew collective trustsFund lineup: 10 funds, $9.0M

How to read this page

Total assets (EOY)

$11.1M

+22.0% from 2024

Total participants

196

-1.5% from 2024

Average account balance

$59,594

+17.4% from 2024

Annual return

14.32%

-8.17 pp from 2024

Benchmarks

See 2,198 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort2,198 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRINCIPAL FINANCIAL GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290	Contract Administrator	$78,105
GLOBAL RETIREMENT PARTNERS LLC6 years Service code 27 · EIN 47-1411118	Advisory (Plan)	$34,438
MASSMUTUAL LIFE INSURANCE CO.1 year Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212	Advisory (Plan)	$11,062

Fund lineup

CSV with Pro

10 funds of $250K or more; 23 lines in all, holding $9.0M of the plan's $9.1M. From the 2024 filing. Recordkeeper: Principal.

In collective trusts0%median 0% for plans of $5M to $50M (35,181 plans)

In index funds15%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series32%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Target-date series: T. Rowe Price Retirement, mutual fund, 32% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages	T. Rowe Price	Mutual fund	$2.9M	32.1%
Ultra Fund R6 Class American Century · Mutual fund	American Century	Mutual fund	$1.7M	18.9%
MFS Technology Fund R6 MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$846K	9.4%
Stable Value Collective Trust Fund Metropolitan Life Insurance Co MetLife · Stable value Stable value	MetLife	Stable value	$570K	6.3%
Principal Large Cap S&P 500 Index R3 Fund Principal · Mutual fund IndexPossible retail class R3Recordkeeper's own fund	Principal	Mutual fund	$479K	5.3%
Invesco Core Bond A Fund Invesco · Mutual fund	Invesco	Mutual fund	$422K	4.7%
MidCap S&P 400 Index Fund R-3 Principal · Mutual fund IndexPossible retail class R3Recordkeeper's own fund	Principal	Mutual fund	$367K	4.1%
BlackRock High Yield Portfolio Investor A Shares BlackRock · Mutual fund	BlackRock	Mutual fund	$236K	2.6%
SmallCap S&P 600 Index Fund R-3 Principal · Mutual fund IndexPossible retail class R3Recordkeeper's own fund	Principal	Mutual fund	$220K	2.4%
Vanguard Utilities Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$201K	2.2%

See the other 13 lines in this lineup with Pro.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$78K

$444 / participant

Contract admin$78K100.0%

% of EOY assets

0.701%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MORISON COGEN
Auditor EIN: 231406493
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Provider

Service type

Compensation

PRINCIPAL FINANCIAL GROUP7 years

Filed as: PRINCIPAL LIFE INSURANCE COMPANY

Service code 13 · EIN 42-0127290

Contract Administrator

$78,105

GLOBAL RETIREMENT PARTNERS LLC6 years

Service code 27 · EIN 47-1411118

Advisory (Plan)

$34,438

MASSMUTUAL LIFE INSURANCE CO.1 year

Filed as: MML INVESTORS SERVICES LLC

Service code 27 · EIN 04-2746212

Advisory (Plan)

$11,062

Fund

Dollars

% of funds%

T. Rowe Price Retirement

T. Rowe Price · Mutual fund

Target-date, 11 vintages

$2.9M

32.1%

Ultra Fund R6 Class

American Century · Mutual fund

$1.7M

18.9%

MFS Technology Fund R6

MFS (Sun Life) · Mutual fund

$846K

9.4%

Stable Value Collective Trust Fund Metropolitan Life Insurance Co

MetLife · Stable value

Stable value

$570K

6.3%

Principal Large Cap S&P 500 Index R3 Fund

Principal · Mutual fund

IndexPossible retail class R3Recordkeeper's own fund

$479K

5.3%

Invesco Core Bond A Fund

Invesco · Mutual fund

$422K

4.7%

MidCap S&P 400 Index Fund R-3

Principal · Mutual fund

IndexPossible retail class R3Recordkeeper's own fund

$367K

4.1%

BlackRock High Yield Portfolio Investor A Shares

BlackRock · Mutual fund

$236K

2.6%

SmallCap S&P 600 Index Fund R-3

Principal · Mutual fund

IndexPossible retail class R3Recordkeeper's own fund

$220K

2.4%

Vanguard Utilities Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$201K

2.2%

Bentley Truck Services, Inc. 401(k) Profit Sharing Plan and Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Bentley Truck Services, Inc. 401(k) Profit Sharing Plan and Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion