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Original filing (PDF)20250812050646NAL0007849857001
HORIZONTAL WIRELINE SERVICES
Form 5500
FILING_RECEIVED
ALLIED WIRELINE SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
213
Accounts w/ balance
356
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HORIZONTAL WIRELINE SERVICES.
Plan sponsor
Name
HORIZONTAL WIRELINE SERVICES
EIN
27-2147152
Address
381 COLONIAL MANOR RD · IRWIN, PA · 15642
Phone
(281) 638-7431
Industry
Mining, Quarrying, Oil & Gassee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HILL BARTH & KING LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALVETTI FERGUSON, PC | 13-4255527 | — | ACCOUNTANT | $22K | — |
Investments
31 direct securities · 1 pooled fund· $9.6M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$9.5M
31 holdings
Common Collective Trust
$120K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.0M | 19.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.6M | 15.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.1M | 11.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $893K | 9.0% | |
| JPMORGAN US RSCH ENHANCED EQ R | Registered Investment Companies | — | — | $541K | 5.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $427K | 4.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $415K | 4.2% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $412K | 4.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $229K | 2.3% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $217K | 2.2% | |
| MFS GLOBAL EQUITY FUND R6 | Registered Investment Companies | — | — | $213K | 2.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $186K | 1.9% | |
| VAN STAR - INV | Registered Investment Companies | — | — | $174K | 1.8% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $153K | 1.5% | |
| PUTNAM INTERNATIONAL VALUE R6 | Registered Investment Companies | — | — | $125K | 1.3% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $120K | 1.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $108K | 1.1% | |
| COLUMBIA TOTAL RETURN BOND I3 | Registered Investment Companies | — | — | $105K | 1.1% | |
| PIMCO INCOME FUND I2 | Registered Investment Companies | — | — | $90K | 0.9% | |
| COHEN & STEERS REAL EST SEC I | Registered Investment Companies | — | — | $90K | 0.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $89K | 0.9% | |
| BNYM SM MD CP GR Y | Registered Investment Companies | — | — | $86K | 0.9% | |
| JOHN HANCOCK DISC VAL R6 | Registered Investment Companies | — | — | $66K | 0.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $55K | 0.6% | |
| VAN SELECTED VALUE - INV | Registered Investment Companies | — | — | $50K | 0.5% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $33K | 0.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $31K | 0.3% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $25K | 0.2% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $16K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $8K | <0.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $5K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $5K | <0.1% |
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