Retirement plan

PRIDE TRANSPORT 401(K) PLAN

Name: PRIDE TRANSPORT, INC. - PRIDE TRANSPORT 401(K) PLAN (2025) Form 5500
Creator: PRIDE TRANSPORT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIDE TRANSPORT 401(K) PLAN, PRIDE TRANSPORT, INC.

PRIDE TRANSPORT, INC.EIN 87-0473980Plan #002PY 2025

5499 WEST 2455 SOUTH - SALT LAKE CITY, UT 84120801-972-8890pridetransport.comLinkedIn501-1000 employeestransportation/trucking/railroad

Prospect flagsLow returnsHigh feesLow participationLow employer contributionCorrective distributions

Top hat statement on fileNQDC

Filed July 6, 2017

Plan administrator

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5499 West 2455 South

Salt Lake City State: UT Zip Code: 84120

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Plans declared (1)

Severance Agreement1 emp

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Total assets (EOY)

$9M

-0.3% from 2024

Total participants

516

-5.8% from 2024

Average account balance

$40,470

-3.0% from 2024

Annual return

11.84%

+3.64 pp from 2024

Benchmarks

See 137 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants250-999

Cohort137 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$8.98M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$40K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

222

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

37.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.84%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$375

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290	Contract Administrator	$55,296
DYNAMIC WELCH ADVISORS1 year Service code 27	Advisory (Plan)	$31,439
NATIONAL BENEFIT SERVICES, LLC3+ years Filed as: NATIONAL BENEFIT SERVICES Service code 13 · EIN 20-3886993	Contract Administrator	$27,875
NATIONAL BENEFIT SERVICES, LLC2 years Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13	Contract Administrator	$3,442
DYNAMCIC WEALTH ADVISORS1 year Service code 27 · EIN 26-3955512	Advisory (Plan)	$0
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381	Advisory (Participants)	$0

Plan features & details

Pension benefit codes3D2G2J2K2E2F

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.
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.

Opportunity flags

5 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$83K

$176 / participant

Contract admin$83K100.0%

% of EOY assets

0.926%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: TANNER LLP
Auditor EIN: 202253063
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,470

$51,092-20.8%

$76,735-47.3%

$79,634-49.2%

Participation rate

37.7%

50.2%-12.5pp

69.5%-31.8pp

62.5%-24.8pp

Annual return

11.84%

18.04%-6.2pp

29.77%-17.9pp

36.46%-24.6pp

Employer contribution / active EE

$61

$1,519-96.0%

$2,454-97.5%

$2,529-97.6%

Participant deferral / active EE

$2,260

$2,529-10.6%

$4,088-44.7%

$3,835-41.1%

Admin fee / account holder

$375

$1,865-79.9%

$7,189-94.8%

$1,002-62.6%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY3+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$55,296

DYNAMIC WELCH ADVISORS1 year

Service code 27

Advisory (Plan)

$31,439

NATIONAL BENEFIT SERVICES, LLC3+ years

Filed as: NATIONAL BENEFIT SERVICES

Service code 13 · EIN 20-3886993

Contract Administrator

$27,875

NATIONAL BENEFIT SERVICES, LLC2 years

Filed as: NATIONAL BENEFIT SERVICES LLC

Service code 13

Contract Administrator

$3,442

DYNAMCIC WEALTH ADVISORS1 year

Service code 27 · EIN 26-3955512

Advisory (Plan)

MORNINGSTAR2 years

Filed as: MORNINGSTAR INVESTMENT MANAGEMENT

Service code 26 · EIN 36-4317381

Advisory (Participants)

PRIDE TRANSPORT 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRIDE TRANSPORT 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion