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Original filing (PDF)20251111135508NAL0007917906001
NUSTAR SERVICES COMPANY LLC
Form 5500
FILING_RECEIVED
NUSTAR THRIFT PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
10
Accounts w/ balance
312
Plan assets (EOY)
$50.5M
Net assets (EOY)
$50.5M
How this plan invests
This plan
4 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 27 bps in Schedule C fees — 67% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NUSTAR SERVICES COMPANY LLC.
Plan sponsor
Name
NUSTAR SERVICES COMPANY LLC
EIN
47-5622749
Address
19003 IH-10 WEST · SAN ANTONIO, TX · 78257
Phone
(210) 918-2860
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-11
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $80K | — |
| RESOURCES INVESTMENT ADVISORS | 43-1451524 | — | NONE | $20K | — |
| AVID WEALTH PARTNERS LLC | 85-1104557 | — | NONE | $18K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $11K | — |
| TACTIVE ADVISORS LLC | 85-0638743 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
Investments
26 direct securities · 4 pooled funds· $52.1M(100% 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.
Uncategorized
$47.2M
26 holdings
Common Collective Trust
$4.2M
3 holdings
Pooled Separate Account
$660K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Funds | — | — | — | $11.2M | 22.2% | |
| Fidelity Blue Chip Growth K6 Mutual Funds | — | — | — | $6.3M | 12.5% | |
| Fidelity Mid Cap Index Mutual Funds | — | — | — | $3.7M | 7.3% | |
| INTL EQUITY FUND CLASS I1 GREAT GRAY TRUST COMPANY. · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $2.9M | 5.7% | |
| Vanguard Wellington Admiral Sh Mutual Funds | — | — | — | $2.6M | 5.2% | |
| Vanguard Equity Income Admiral Mutual Funds | — | — | — | $2.5M | 5.0% | |
| Self-Directed Investments | — | — | — | $2.4M | 4.8% | |
| Vanguard Inst Target 2050 Mutual Funds | — | — | — | $2.0M | 4.0% | |
| Baird Core Plus Bond Inst Mutual Funds | — | — | — | $1.8M | 3.6% | |
| Vanguard Inst Target 2035 Mutual Funds | — | — | — | $1.8M | 3.5% | |
| Vanguard Inst Target 2030 Mutual Funds | — | — | — | $1.5M | 2.9% | |
| Vanguard Inst Target 2040 Mutual Funds | — | — | — | $1.3M | 2.6% | |
| Vanguard Inst Target 2045 Mutual Funds | — | — | — | $1.2M | 2.3% | |
| Vanguard Inst Target 2055 Mutual Funds | — | — | — | $1.1M | 2.2% | |
| Vanguard Inst Target 2025 Mutual Funds | — | — | — | $1.1M | 2.2% | |
| Fidelity International Index Mutual Funds | — | — | — | $1.0M | 2.0% | |
| Mid Cap Growth R1 Common/Collective Trusts | — | — | — | $920K | 1.8% | |
| LOOMIS SAYLES SM/MDCAP GROWTH TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 016 | Common Collective Trust | — | — | $920K | 1.8% | |
| Fidelity Small Cap Index Mutual Funds | — | — | — | $724K | 1.4% | |
| New York Life Anchor Acct IV Pooled Separate Accounts | — | — | — | $660K | 1.3% | |
| PSA NO.25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $660K | 1.3% | |
| Fidelity Small Cap Growth K6 Mutual Funds | — | — | — | $607K | 1.2% | |
| American Funds New World R6 Mutual Funds | — | — | — | $596K | 1.2% | |
| Vanguard Inst Target 2020 Mutual Funds | — | — | — | $527K | 1.0% | |
| Vanguard Inst Target 2060 Mutual Funds | — | — | — | $489K | 1.0% | |
| Allspring SPEC Mid Cap Val R6 Mutual Funds | — | — | — | $435K | 0.9% | |
| Vanguard Target Rtmt Income Mutual Funds | — | — | — | $388K | 0.8% | |
| WILMGT TR CIT SMALL CAP VALUE FUND GREAT GRAY TRUST COMPANY. · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $380K | 0.8% | |
| Fidelity Real Estate Index Mutual Funds | — | — | — | $317K | 0.6% | |
| Vanguard Inst Target 2065 Mutual Funds | — | — | — | $25K | <0.1% |