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Original filing (PDF)20251013102119NAL0002457762001
TRANSITAMERICA SERVICES, INC.
Form 5500
FILING_RECEIVED
TRANSITAMERICA SERVICES, INC. 401(K) PLAN - UNION
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
436
Accounts w/ balance
220
Plan assets (EOY)
$20.1M
Net assets (EOY)
$20.1M
How this plan invests
This plan
13 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)
95
/ 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
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 50% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSITAMERICA SERVICES, INC..
Plan sponsor
Name
TRANSITAMERICA SERVICES, INC.
EIN
56-2515761
Address
93 CAHILL STREET · SAN JOSE, CA · 95110
Phone
(816) 676-5672
Industry
Transportation & Warehousingsee all
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $28K | — |
| IMA WEALTH INC | — | WICHITA, KS | NONE | $13K | — |
Investments
15 direct securities · 13 pooled funds· $20.0M(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.
Common Collective Trust
$12.2M
12 holdings
Uncategorized
$6.7M
15 holdings
Pooled Separate Account
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GG TRP RETIREMENT DATE 2040 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $3.2M | 16.1% | |
| GG TRP RETIREMENT DATE 2030 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $2.8M | 14.1% | |
| Vanguard 500 Index Admiral | — | — | — | $2.0M | 9.9% | |
| GG TRP RETIREMENT DATE 2020 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $1.6M | 7.8% | |
| GG TRP RETIREMENT DATE 2045 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $1.3M | 6.5% | |
| MASSMUTUAL DIV STABLE VALUE MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779286 / PN 448 | Pooled Separate Account | — | — | $1.1M | 5.7% | |
| GG TRP RETIREMENT DATE 2050 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $862K | 4.3% | |
| Vanguard Equity Income Adm | — | — | — | $839K | 4.2% | |
| GG TRP RETIREMENT DATE 2035 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $810K | 4.0% | |
| Participants Participant Loans Rates from 4.25% to 9.5% - | — | — | — | $790K | 3.9% | |
| Fidelity Blue Chip GRH K6 | — | — | — | $760K | 3.8% | |
| GG TRP RETIREMENT DATE 2060 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $510K | 2.5% | |
| Vanguard Mid-Cap Ind Admiral | — | — | — | $480K | 2.4% | |
| Vanguard Small Cap Index, Adm | — | — | — | $460K | 2.3% | |
| GG TRP RETIREMENT DATE 2055 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $368K | 1.8% | |
| Met West Total Return Bond Pln | — | — | — | $321K | 1.6% | |
| JPMorgan Government Bond R6 | — | — | — | $307K | 1.5% | |
| American Funds Balanced R6 | — | — | — | $295K | 1.5% | |
| GG TRP RETIREMENT DATE 2010 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $249K | 1.2% | |
| GG TRP RETIREMENT DATE 2025 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $236K | 1.2% | |
| Carillon Eagle Mid Cap Growth Fund R6 | — | — | — | $144K | 0.7% | |
| INTERNATIONAL GROWTH II GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $143K | 0.7% | |
| Victory Sycamore Est Value R6 | — | — | — | $130K | 0.6% | |
| JPMorgan Small Cap Growth R6 | — | — | — | $107K | 0.5% | |
| GG TRP RETIREMENT DATE 2065 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $103K | 0.5% | |
| GoldmanSachs Small Cap Value Ins R6 | — | — | — | $28K | 0.1% | |
| DFA Real Estate Securities I | — | — | — | $25K | 0.1% | |
| American Funds New World R6 | — | — | — | $16K | <0.1% |
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