How big is Union Storage and Transfer Company's plan?

Union Storage and Transfer Company's plan reported $923K in assets and 3 participants for 2025.

Original filing (PDF)20260507104607NAL0002107811001

Union Storage and Transfer Company

Name: Union Storage and Transfer Company — Union Storage &, Form 5500 (2025)
Creator: Union Storage and Transfer Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Union Storage & Transfer Co Union EES 401(k) PL

401(k) retirement plan · Union Storage and Transfer Company's Union Storage & Transfer Co Union EES 401(k) PL held $923K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$923K

Net assets (EOY)

$923K

People on this filing

John Bertel signed Union Storage and Transfer Company's 2025 Form 5500 as plan administrator.

John Bertel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Union Storage and Transfer Company's EIN is 45-0205050.

EIN 45-0205050

Plan number 004

Plan year 2025

ACK ID 20260507104607NAL0002107811001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Union Storage and Transfer Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Union Storage and Transfer Company's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

UNION STORAGE AND TRANSFER COMPANY

EIN

all filings

Address

ATTN HUMAN RESOURCES DEPT · 4275 MAIN AVENUE · FARGO, ND · 58102

Phone

(701) 282-4321

Industry

Transportation & Warehousing

Plan administrator