Employers › Con-way
Recordkeeping fees per participant · XPO Logistics Retirement Savings Plan · plan year 2024
$41.03
Higher than 68% of the 790 plans over $1B that report it.
= $330,530 / 8,056
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009141940NAL0015760994001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009141940NAL0015760994001, received 2025-10-09
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-09.
Administrative expenses excluding investment management, per participant
$41.66
Higher than 44% of the 1,045 plans over $1B that report it.
= $335,630 / 8,056
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009141940NAL0015760994001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009141940NAL0015760994001, received 2025-10-09
Administrative expenses per participant
$49.39
Higher than 29% of the 1,076 plans over $1B that report it.
= $397,875 / 8,056
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009141940NAL0015760994001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009141940NAL0015760994001, received 2025-10-09
Administrative expenses as a share of assets
0.021%
Higher than 19% of the 1,076 plans over $1B that report it.
= $397,875 / $1,888,295,912
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009141940NAL0015760994001, received 2025-10-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009141940NAL0015760994001, received 2025-10-09
Employer contributions per participant
$3,388
Higher than 44% of the 1,135 plans over $1B that report it.
= $27,296,615 / 8,056
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009141940NAL0015760994001, received 2025-10-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009141940NAL0015760994001, received 2025-10-09
Employer share of total contributions
34.9%
Higher than 57% of the 1,135 plans over $1B that report it.
= $27,296,615 / $78,305,027
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009141940NAL0015760994001, received 2025-10-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009141940NAL0015760994001, received 2025-10-09
97.6% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($49.39 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Plan terms are described in Con-way Inc.'s SEC filings: Form 11-K filed 2015-06-18 and Form 10-K filed 2015-02-23. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2H partially participant-directed · 2I · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2C · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251009141940NAL0015760994001, received 2025-10-09
| Field | Value | Source |
|---|---|---|
| Plan sponsor | XPO CNW, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Plan name | XPO LOGISTICS RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Sponsor EIN / plan number | 94-1444798 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Sponsor location | PORTLAND, OR | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Industry (business code) | 484120, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Filing received | 2025-10-09 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Participants, beginning of year | 8,595 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Active participants | 5,304 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Participants, end of year | 8,107 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Participants with an account balance | 8,056 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Total assets, beginning of year | $1,809,963,509 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Total assets, end of year | $1,888,295,912 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Net assets, end of year | $1,888,295,912 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Total income | $318,181,933 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Net income | $78,332,403 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Employer contributions | $27,296,615 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Participant contributions | $48,593,488 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Other contributions (incl. rollovers) | $2,414,924 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Total contributions | $78,305,027 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Benefit payments | $239,144,311 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Total expenses (incl. benefit payments) | $239,849,530 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Total administrative expenses | $397,875 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Contract administrator fees | $5,100 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Recordkeeping fees | $330,530 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Investment advisory and management fees | $62,245 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Administrative expenses excluding investment management | $335,630 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Held in master trusts | $1,843,596,316 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Held in mutual funds | $0 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251009141940NAL0015760994001, received 2025-10-09 |
| Independent auditor | KBF CPAS -AUDIT, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251009141940NAL0015760994001, received 2025-10-09 |
Position = column in the DOL layout for form year 2024. Filing 20251009141940NAL0015760994001, received 2025-10-09.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $330,530 | no |
| MERCER US INC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $62,245 | no |
| QDRO CONSULTANTS | OTHER SERVICES | 10 Accounting (including auditing); 16 Consulting (general); 99 Other fees | $5,100 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251009141940NAL0015760994001, received 2025-10-09.
XPO LOGISTICS INC. MASTER TRUST (EIN 853038605, PN 001): plan interest $1,843,596,316, 73.1% of the trust. The trust's own filing (20251009141550NAL0003647315001, received 2025-10-09) reports net assets $2,521,219,466, administrative expenses $0, recordkeeping fees $0, investment management fees $0 and 1 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | 60 | $0 | $0 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,809,963,509 | $1,888,295,912 | 4.3% |
| Participants with a balance | 8,577 | 8,056 | -6.1% |
| Administrative expenses | $526,244 | $397,875 | -24.4% |
| Recordkeeping fees per participant | $48.87 | $41.03 | -16.0% |
| Employer contributions | $27,798,178 | $27,296,615 | -1.8% |
Prior filing 20240918092937NAL0004079105001, received 2024-09-18; the plan years are contiguous.
Sponsor name as filed: XPO CNW, INC.; SEC registrant: Con-way Inc. (CIK 23675, matched by EIN).