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Original filing (PDF)20251215112346NAL0000693315001
TRANSDEV SERVICES, INC.
Form 5500
FILING_RECEIVED
WESTSIDE TRANSIT LINES - A.T.U. PENSION PLAN
Defined-contribution retirement plan
Signals · 1
~154 bps in Sched C fees
Active participants
106
Accounts w/ balance
153
Plan assets (EOY)
$14.3M
Net assets (EOY)
$14.3M
How this plan invests
This plan
37 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
- 154 bps in Schedule C fees — 429% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSDEV SERVICES, INC..
Plan sponsor
Name
TRANSDEV SERVICES, INC.
EIN
52-1493194
Address
720 E. BUTTERFIELD RD. · SUITE 300 · LOMBARD, IL · 60148
Phone
(630) 571-7070
Industry
Transportation & Warehousingsee all
Plan administrator
Name
BOARD OF TRUSTEES OF WESTSIDE TRANSIT ATU PENSION PLAN
EIN
36-3637275
City
GRETNA, LA
Phone
(708) 474-6404
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-12-15
Pension benefit codes
2C · Money purchase (other than target benefit)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KUSHNER LAGRAIZE, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GULF COAST BANK & TRUST COMPANY | 72-1167423 | NEW ORLEANS, LA | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT | 72-1467823 | METAIRIE, LA | ADVISOR | $172K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HASLAUER GROUP, INC. | 72-1487108 | KENNER, LA | TPA | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KUSHNER LAGRAIZE, LLC | 72-1042866 | METAIRIE, LA | AUDITOR | $14K | — |
Investments
37 direct securities· $14.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Gulf Coast Bank and Trust | — | — | $908K | $1.3M | 9.1% | |
| Gulf Coast Bank and Trust | — | — | $1.2M | $1.2M | 8.3% | |
| Gulf Coast Bank and Trust | — | — | $538K | $954K | 6.7% | |
| Gulf Coast Bank and Trust | — | — | $759K | $753K | 5.3% | |
| Gulf Coast Bank and Trust | — | — | $733K | $746K | 5.2% | |
| Gulf Coast Bank and Trust | — | — | $658K | $736K | 5.2% | |
| Gulf Coast Bank and Trust | — | — | $722K | $733K | 5.1% | |
| Gulf Coast Bank and Trust | — | — | $100K | $610K | 4.3% | |
| Gulf Coast Bank and Trust | — | — | $490K | $490K | 3.4% | |
| Gulf Coast Bank and Trust | — | — | $461K | $476K | 3.3% | |
| Gulf Coast Bank and Trust | — | — | $470K | $474K | 3.3% | |
| Gulf Coast Bank and Trust | — | — | $20K | $431K | 3.0% | |
| Gulf Coast Bank and Trust | — | — | $280K | $425K | 3.0% | |
| Gulf Coast Bank and Trust | — | — | $371K | $370K | 2.6% | |
| Gulf Coast Bank and Trust | — | — | $57K | $366K | 2.6% | |
| Gulf Coast Bank and Trust | — | — | $28K | $364K | 2.6% | |
| Gulf Coast Bank and Trust | — | — | $30K | $331K | 2.3% | |
| Gulf Coast Bank and Trust | — | — | $67K | $330K | 2.3% | |
| Gulf Coast Bank and Trust | — | — | $56K | $305K | 2.1% | |
| Gulf Coast Bank and Trust | — | — | $44K | $270K | 1.9% | |
| Gulf Coast Bank and Trust | — | — | $37K | $267K | 1.9% | |
| Gulf Coast Bank and Trust | — | — | $51K | $263K | 1.8% | |
| Gulf Coast Bank and Trust | — | — | $134K | $245K | 1.7% | |
| Gulf Coast Bank and Trust | — | — | $138K | $210K | 1.5% | |
| Gulf Coast Bank and Trust | — | — | $128K | $185K | 1.3% | |
| Gulf Coast Bank and Trust | — | — | $168K | $176K | 1.2% | |
| Gulf Coast Bank and Trust | — | — | $115K | $174K | 1.2% | |
| Gulf Coast Bank and Trust | — | — | $135K | $165K | 1.2% | |
| Gulf Coast Bank and Trust | — | — | $137K | $149K | 1.0% | |
| Gulf Coast Bank and Trust | — | — | $151K | $140K | 1.0% | |
| Gulf Coast Bank and Trust | — | — | $125K | $125K | 0.9% | |
| Gulf Coast Bank and Trust | — | — | $142K | $121K | 0.9% | |
| Gulf Coast Bank and Trust | — | — | $79K | $119K | 0.8% | |
| Gulf Coast Bank and Trust | — | — | $100K | $100K | 0.7% | |
| Gulf Coast Bank and Trust | — | — | $90K | $92K | 0.6% | |
| Gulf Coast Bank and Trust | — | — | — | $76K | 0.5% | |
| Gulf Coast Bank and Trust | — | — | $12K | $12K | <0.1% |
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