Original filing (PDF)20260311165856NAL0005661379001

TRANSPORTATION CHARTER SERVICES, INC.

Name: TRANSPORTATION CHARTER SERVICES, INC. — TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: TRANSPORTATION CHARTER SERVICES, INC.

Form 5500

FILING_RECEIVED

TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

10 collective trusts

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

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSPORTATION CHARTER SERVICES, INC..

Plan sponsor

Name

TRANSPORTATION CHARTER SERVICES, INC.

EIN

33-0326013

Address

1931 N. BATAVIA STREET · ORANGE, CA · 92865

Phone

(714) 637-4300

Industry

Transportation & Warehousingsee 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

2026-03-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

5 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SOLTIS INVESTMENT ADVISORS	27-3188744	ST. GEORGE, UT	INVESTMENT ADVISOR	$0	—
EMPOWER ADVISORY GROUP	—	GREENWOOD VILLAGE, CO	INVESTMENT MANAGEMENT	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

10 pooled funds· $0

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.

			% of plan
SIA TARGET DATE 2060 2 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 33-0326013 / PN 001	Common Collective Trust	$0	—
SIA TARGET DATE 2020 2 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 33-0326013 / PN 001	Common Collective Trust	$0	—
SIA TARGET DATE 2030 2 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 33-0326013 / PN 001	Common Collective Trust	$0	—
SIA TARGET DATE 2025 2 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 33-0326013 / PN 001	Common Collective Trust	$0	—
SIA TARGET DATE 2055 2 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 33-0326013 / PN 001	Common Collective Trust	$0	—
SIA TARGET DATE 2040 2 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 33-0326013 / PN 001	Common Collective Trust	$0	—
SIA TARGET DATE 2045 2 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 33-0326013 / PN 001	Common Collective Trust	$0	—
SIA TARGET DATE 2050 2 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 33-0326013 / PN 001	Common Collective Trust	$0	—
SIA TARGET DATE 2035 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 33-0326013 / PN 001	Common Collective Trust	$0	—
SIA LARGE CAP GROWTH 2 TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · EIN 33-0326013 / PN 001	Common Collective Trust	$0	—