Original filing (PDF)20231012140157NAL0021436883001

WHITESTONE TRANSPORTATION LLC

Name: WHITESTONE TRANSPORTATION LLC — WHITESTONE TRANSPORTATION LLC 401(K) PLAN, Form 5500 (2022)
Creator: WHITESTONE TRANSPORTATION LLC

Form 5500

FILING_RECEIVED

WHITESTONE TRANSPORTATION LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

110

Accounts w/ balance

Plan assets (EOY)

$136K

Net assets (EOY)

$136K

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITESTONE TRANSPORTATION LLC.

Plan sponsor

Name

WHITESTONE TRANSPORTATION LLC

EIN

20-8229147

Address

17 SHILOH CHURCH ROAD · MOSELLE, MS · 39459

Phone

(601) 450-7710

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-12

Pension benefit codes

2E · Profit-sharing

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $136K(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
AM NATL VARIABLE ANNUITY SEP ACCT. AMERICAN NATIONAL INSURANCE COMPANY · EIN 74-0484030 / PN 000	Pooled Separate Account	$136K	100.0%

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