How big is WT Transfer Holding Company, LLC's plan?

WT Transfer Holding Company, LLC's plan reported $6.1M in assets and 155 participants for 2024.

Original filing (PDF)20250723155824NAL0002141171001

WT Transfer Holding Company, LLC

Name: WT Transfer Holding Company, LLC — WT Transfer, Form 5500 (2024)
Creator: WT Transfer Holding Company, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

WT Transfer Holding Company, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · WT Transfer Holding Company, LLC's WT Transfer Holding Company, LLC 401(k) Profit Sharing Plan held $6.1M in plan assets for 155 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

155

Accounts w/ balance

131

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

Steve Luther signed WT Transfer Holding Company, LLC's 2024 Form 5500 as plan administrator.

Steve Luther — 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

WT Transfer Holding Company, LLC's EIN is 46-4363755.

EIN 46-4363755

Plan number 001

Plan year 2024

ACK ID 20250723155824NAL0002141171001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WT Transfer Holding Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WT TRANSFER HOLDING COMPANY, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (87th percentile).

Plan sponsor

Name

WT TRANSFER HOLDING COMPANY, LLC

EIN

all filings

Address

4190 S 48TH ST · SPRINGDALE, AR · 72762

Phone

(479) 442-8284

Industry

Other Services (ex. Public Admin)

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

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STEPHEN INC.	—	LITTLE ROCK, AR	INVESTMENT ADVISOR	$22K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
NOVA 401(K) ASSOCIATES	—	—	THIRD PARTY ADMINISTRATOR	$2K	—

Investments

33 direct securities · 1 pooled fund· $11.9M(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.

Pooled Separate Account

$6.0M

1 holding

Pooled Separate Accounts

$5.8M

32 holdings

Other securities

$118K

1 holding

					% of plan
SEPARATE ACCOUNT SCAI MASS MUTUAL INSURANCE COMPANY · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$6.0M	98.1%
MassMutual 60/40 Allocation I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$715K	11.7%
JPMorgan US Equity R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$586K	9.6%
American Funds Trgt Date Ret 2035 R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$537K	8.8%
Vanguard 500 Index Adm Pooled Separate Accounts	Pooled Separate Accounts	—	—	$460K	7.5%
American Funds Trgt Date Ret 2030 R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$421K	6.9%
MassMutual Mid Cap Growth I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$362K	5.9%
MassMutual 80/20 Allocation I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$317K	5.2%
MassMutual Bal I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$256K	4.2%
American Funds Trgt Date Ret 2055 R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$211K	3.5%
American Century Equity Income R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$186K	3.0%
Pioneer Equity Income K Pooled Separate Accounts	Pooled Separate Accounts	—	—	$175K	2.9%
Pimco Total Return Inst Pooled Separate Accounts	Pooled Separate Accounts	—	—	$166K	2.7%
American Funds New World R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$158K	2.6%
American Funds Trgt Date Ret 2040 R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$143K	2.3%
Vanguard Total Bond Market Ind Adm Pooled Separate Accounts	Pooled Separate Accounts	—	—	$134K	2.2%
American Funds Trgt Date Ret 2050 R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$127K	2.1%
Lord Abbett Value Opportunities R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$123K	2.0%
Fixed Account General Account	Other securities	—	—	$118K	1.9%
American Funds Trgt Date Ret 2025 R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$116K	1.9%
Vanguard Total Intl Stock Adm Pooled Separate Accounts	Pooled Separate Accounts	—	—	$89K	1.5%
American Funds Fundamental Investors R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$83K	1.4%
Franklin Small Cap Value R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$81K	1.3%
American Funds Trgt Date Ret 2045 R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$57K	0.9%
Hartford Midcap R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$56K	0.9%
DWS Rreef Real Estate Securities Pooled Separate Accounts	Pooled Separate Accounts	—	—	$49K	0.8%
MFS Governmental Securities R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$49K	0.8%
Victory Sycamore Est Value R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$36K	0.6%
MassMutual Small Cap Opp I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$36K	0.6%
MassMutual 20/80 Allocation I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$29K	0.5%
MassMutual Overseas I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$26K	0.4%
American Funds Trgt Date Ret 2010 R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$11K	0.2%
American Funds Trgt Date Ret 2020 R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$5K	<0.1%
American Funds Trgt Date Ret 2015 R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$4K	<0.1%