Back to filter
Original filing (PDF)20250407153231NAL0018651201001
TRANS-AMERICA STORAGE & FORWARDING CO., INC.
Form 5500-SF
FILING_RECEIVED
TRANS-AMERICA STORAGE & FORWARDING CO., INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
12
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANS-AMERICA STORAGE & FORWARDING CO., INC..
Plan sponsor
Name
TRANS-AMERICA STORAGE & FORWARDING CO., INC.
EIN
74-2032448
Address
8600 SAN LORENZO DRIVE · LAREDO, TX · 780418707
Phone
(956) 727-7123
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
2025-04-07
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Transportation & Warehousing plans
MEADOR WAREHOUSING & DISTRIBUTION, INC.
MEADOR WAREHOUSING PROFIT SHARING PLAN
$2.3M · 25 participants
5 N PLUS WISCONSIN, INC.
5 N PLUS 401(K) PLAN
$2.3M · 10 participants
SALT DISTRIBUTORS, INC.
SALT DISTRIBUTORS CASH BALANCE PLAN
$2.3M · 5 participants
MURPHY BONDED WAREHOUSE, LLC
MURPHY BONDED WAREHOUSE, LLC 401(K) PLAN
$2.3M · 10 participants
BLUE OCEAN INC
BLUE OCEAN TECH LLC
$2.3M · 127 participants
PIERCE PACKAGING CO.
PIERCE PACKAGING CO. 401(K) PROFIT SHARING PLAN
$2.3M · 236 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants