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Original filing (PDF)20250715131821NAL0001343555001
WILLIAMS SCOTSMAN, INC.
Form 5500
FILING_RECEIVED
WILLSCOT 401(K) PLAN
401(k) retirement plan
Active participants
4,188
Accounts w/ balance
5,183
Plan assets (EOY)
$284.6M
Net assets (EOY)
$284.6M
How this plan invests
This plan
3 pooled trusts
Schedule D
32 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
- 16 bps in Schedule C fees — 62% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAMS SCOTSMAN, INC..
Plan sponsor
Name
WILLIAMS SCOTSMAN, INC.
EIN
52-0665775
Address
4646 E. VAN BUREN ST. · SUITE 400 · PHOENIX, AZ · 85008
Phone
(480) 404-0579
Industry
Real Estatesee 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
2025-07-15
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
S B & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $322K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $60K | — |
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | CONSULTANT | $41K | — |
| GREENSPRING ADVISORS LLC | 82-5320133 | — | INVESTMENT ADVISOR | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SB & COMPANY, LLC | 20-2153727 | — | ACCOUNTANT/AUDITOR | $24K | — |
Investments
30 direct securities · 3 pooled funds· $256.4M(90% 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
$246.2M
28 holdings
Common Collective Trust
$5.7M
3 holdings
Common Stocks
$2.3M
1 holding
Mutual Funds
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Investor Shares | — | — | — | $36.1M | 12.7% | |
| Vanguard Target Retirement 2030 Fund Investor Shares | — | — | — | $28.2M | 9.9% | |
| Vanguard Target Retirement 2040 Fund Investor Shares | — | — | — | $26.7M | 9.4% | |
| Vanguard Target Retirement 2050 Fund Investor Shares | — | — | — | $23.7M | 8.3% | |
| Vanguard Target Retirement 2025 Fund Investor Shares | — | — | — | $21.7M | 7.6% | |
| Fidelity 500 Index | — | — | — | $18.7M | 6.6% | |
| Vanguard Target Retirement 2055 Fund Investor Shares | — | — | — | $15.0M | 5.3% | |
| Fidelity Contrafund K6 Fund | — | — | — | $10.3M | 3.6% | |
| Vanguard Target Retirement 2060 Fund Investor Shares | — | — | — | $10.0M | 3.5% | |
| Participants Participant Loans** | — | — | — | $7.0M | 2.5% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $6.8M | 2.4% | |
| Vanguard Target Retirement 2020 Fund Investor Shares | — | — | — | $5.8M | 2.1% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $5.7M | 2.0% | |
| Vanguard Equity Income Fund Admiral Shares | — | — | — | $5.0M | 1.8% | |
| Dodge & Cox Dodge & Cox Income Fund Class X | — | — | — | $4.7M | 1.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $4.3M | 1.5% | |
| DFA International Core Equity Portfolio Institutional Class | — | — | — | $3.6M | 1.3% | |
| Vanguard Target Retirement 2065 Fund Investor Shares | — | — | — | $3.1M | 1.1% | |
| * WillScot Holdings Corporation WillScot Holdings Corporation Common Stock Fund | Common Stocks | — | — | $2.3M | 0.8% | |
| DFA Emerging Markets Core Equity Fund | — | — | — | $2.2M | 0.8% | |
| and Money Market Funds American Funds American Funds New Perspective R6 Fund | Mutual Funds | — | — | $2.2M | 0.8% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.9M | 0.7% | |
| Fidelity Small Cap Index | — | — | — | $1.9M | 0.7% | |
| T. Rowe Price T. Rowe Price Small-Cap Stock Fund | — | — | — | $1.7M | 0.6% | |
| Fidelity Total International Index | — | — | — | $1.6M | 0.6% | |
| John Hancock John Hancock Disciplined Value Mid-Cap Fund | — | — | — | $1.6M | 0.6% | |
| DFA U.S. Targeted Value Portfolio Institutional Class | — | — | — | $1.5M | 0.5% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $1.2M | 0.4% | |
| Fidelity Government Money Market Fund Class K6 | — | — | — | $761K | 0.3% | |
| Fidelity Real Estate Index | — | — | — | $558K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Investor Shares | — | — | — | $386K | 0.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
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