Filings through Sep 24, 2026.

Retirement plan

Allegiance Trucks 401(k) Profit Sharing Plan and Trust

Name: ALLEGIANCE TRUCKS NORTH AMERICA, LLC - ALLEGIANCE TRUCKS 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: ALLEGIANCE TRUCKS NORTH AMERICA, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLEGIANCE TRUCKS 401(K) PROFIT SHARING PLAN AND TRUST, ALLEGIANCE TRUCKS NORTH AMERICA, LLC

Allegiance Trucks North America, LLCEIN 85-4127130Plan #002PY 2024

1001 WORDIN AVE - BRIDGEPORT, CT 06605203-804-9440LinkedIn51-200 employeestransportation/trucking/railroad

Prospect flagsLow participationLow fidelity bondFailed to transmit contributionsFew collective trustsFund lineup: 14 funds, $38.4M

How to read this page

Total assets (EOY)

$39.4M

+14.5% from 2023

Total participants

1,181

-3.3% from 2023

Average account balance

$47,552

+21.3% from 2023

Annual return

13.34%

-113.83 pp from 2023

Benchmarks

See 266 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants1,000-4,999

Cohort266 peers

Snapshot2024

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Analytics

See the 4-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231	Recordkeeping	$84,577
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661	Consulting	$80,100
FORVIS MAZARS, LLP1 year Service code 10 1201 WALNUT STREET · KANSAS CITY, MO 64106	Accounting	$8,925

Fund lineup

CSV with Pro

14 funds hold $38.4M of the plan's $39.4M. From the 2024 filing. Recordkeeper: T. Rowe Price.

In collective trusts<1%median 0% for plans of $5M to $50M (34,889 plans)

In index funds8%median 21% for plans of $5M to $50M (34,889 plans)

In the main target-date series84%median 35% for plans of $5M to $50M (34,889 plans)

Employer stockNo

Target-date series: Fidelity Freedom Index, mutual fund, 84% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages	Fidelity (FMR)	Mutual fund	$32.1M	83.5%
Fidelity Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$2.5M	6.6%
MetLife Stable Value Fund MetLife · Insurance contract	MetLife	Insurance contract	$1.1M	2.9%
App Retirement Harbor Capital · Other	Harbor Capital	Other	$1.0M	2.7%
Small CAP Value Fund R6 Class American Century · Mutual fund	American Century	Mutual fund	$334K	0.9%
Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$246K	0.6%
Fidelity External Market Index Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$221K	0.6%
American Funds Europac Growth R6 Capital Group · Mutual fund	Capital Group	Mutual fund	$201K	0.5%
Common Collective Trust Accounts Goldman Sachs Goldman Sachs · Collective trust	Goldman Sachs	Collective trust	$158K	0.4%
PIMCO RAE US Fund Institutional Class PIMCO (Allianz) · Mutual fund	PIMCO (Allianz)	Mutual fund	$150K	0.4%

See the other 4 lines in this lineup with Solo.

Covers 60,908 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 codes2E2F2G2J2K2T3D3H

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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$231K

$226 / participant

Recordkeeping$85K36.6%
Other trustee fees$58K24.9%
Other / not subdivided$89K38.5%

% of EOY assets

0.587%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: $8,925
Opinion code: Unqualified

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Provider

Service type

Compensation

T ROWE PRICE RPS INC2 years

Service code 15

1307 POINT STREET · BALTIMORE, MD 21231

Recordkeeping

$84,577

FIDUCIENT ADVISORS LLC2 years

Filed as: FIDUCIENT ADVISORS

Service code 16

500 WEST MADISON STREET · CHICAGO, IL 60661

Consulting

$80,100

FORVIS MAZARS, LLP1 year

Service code 10

1201 WALNUT STREET · KANSAS CITY, MO 64106

Accounting

$8,925

Fund

Dollars

% of funds%

Fidelity Freedom Index

Fidelity (FMR) · Mutual fund

Target-date, 11 vintages

$32.1M

83.5%

Fidelity Index Fund

Fidelity (FMR) · Mutual fund

Index

$2.5M

6.6%

MetLife Stable Value Fund

MetLife · Insurance contract

$1.1M

2.9%

App Retirement

Harbor Capital · Other

$1.0M

2.7%

Small CAP Value Fund R6 Class

American Century · Mutual fund

$334K

0.9%

Fidelity U.S. Bond Index Fund

Fidelity (FMR) · Mutual fund

Index

$246K

0.6%

Fidelity External Market Index

Fidelity (FMR) · Mutual fund

Index

$221K

0.6%

American Funds Europac Growth R6

Capital Group · Mutual fund

$201K

0.5%

Common Collective Trust Accounts Goldman Sachs

Goldman Sachs · Collective trust

$158K

0.4%

PIMCO RAE US Fund Institutional Class

PIMCO (Allianz) · Mutual fund

$150K

0.4%

Allegiance Trucks 401(k) Profit Sharing Plan and Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Allegiance Trucks 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