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Original filing (PDF)20251010154152NAL0004759811001
TEXAS FORWARDING SERVICES, INC.
Form 5500
FILING_RECEIVED
TEXAS FORWARDING SERVICES, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
96
Accounts w/ balance
99
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
5 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXAS FORWARDING SERVICES, INC..
Plan sponsor
Name
TEXAS FORWARDING SERVICES, INC.
EIN
74-2184729
Address
8301 KILLAM INDUSTRIAL BLVD. · LAREDO, TX · 780451812
Phone
(956) 764-2062
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
2025-10-10
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
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SOL SCHWARTZ & ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
21 direct securities · 5 pooled funds· $6.1M(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.
Pooled Separate Account
$3.5M
5 holdings
Uncategorized
$2.6M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K THE LINCOLN NATIONAL LIFE INS CO · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $2.1M | 50.8% | |
| LNL SATG STADION MANAGED GROWTH THE LINCOLN NATIONAL LIFE INS CO · EIN 35-0472300 / PN 707 | Pooled Separate Account | — | — | $846K | 20.1% | |
| Lincoln Nat'! Life -Director Fed Gov Ultrashort Dur SAl 4 | — | — | — | $583K | 13.9% | |
| LNL SATM STADION MANAGED MODERATE THE LINCOLN NATIONAL LIFE INS CO · EIN 35-0472300 / PN 706 | Pooled Separate Account | — | — | $492K | 11.7% | |
| Lincoln Nat'! Life -Director LVIP TRowePrice 2040 SAL4 | — | — | — | $383K | 9.1% | |
| Lincoln Nat'! Life -Director LVIP TRowePrice 2030 SAL3 | — | — | — | $286K | 6.8% | |
| Lincoln Nat'l Life -Director Guaranteed Account | — | — | — | $273K | 6.5% | |
| Lincoln Nat'! Life -Director Stadion Mgd Conservative SATC Paiiicipant loans Interest Rates (6.50%) | — | — | — | $242K | 5.8% | |
| Lincoln Nat'l Life -Director Mgd Prin Protect Portfolio | — | — | — | $167K | 4.0% | |
| Lincoln Nat'! Life -Director AmerFunds New Economy SAIP | — | — | — | $106K | 2.5% | |
| Lincoln Nat'l Life -Director SSgA Rusi Sml Md Cp Idx SA24 | — | — | — | $103K | 2.4% | |
| Lincoln Nat'l Life -Director SSgA Russ LC VI Ix Non-Ln SAL8 | — | — | — | $99K | 2.4% | |
| Lincoln Nat'l Life -Director AB VPS Small Mid Value SA39 - | — | — | — | $79K | 1.9% | |
| Lincoln Nat'! Life -Director BR Global All Fnd | — | — | — | $53K | 1.3% | |
| Lincoln Nat'l Life -Director LVIP TRowePrice 2020 SAL2 | — | — | — | $53K | 1.3% | |
| LNL SATB STADION MANAGED BALANCED THE LINCOLN NATIONAL LIFE INS CO · EIN 35-0472300 / PN 722 | Pooled Separate Account | — | — | $45K | 1.1% | |
| Lincoln Nat'l Life -Director BlackRock Adv LrgCapGr Fd SA83 | — | — | — | $37K | 0.9% | |
| Lincoln Nat'! Life -Director AmerFunds Growth America SAIK | — | — | — | $35K | 0.8% | |
| Lincoln Nat'! Life -Director LVIP TRowePrice 2050 SALL 134,82� * Lincoln Nat'! Life -Director LVIP TRowePrice 2060 SAP3 | — | — | — | $25K | 0.6% | |
| Lincoln Nat'! Life -Director AmerFunds Invest CoAmer SAIN | — | — | — | $19K | 0.4% | |
| Lincoln Nat'l Life -Director LVIP Delaw Wealth Builder | — | — | — | $10K | 0.2% | |
| Lincoln Nat'! Life -Director Delaware VIP SmCap Value SA56 | — | — | — | $8K | 0.2% | |
| Lincoln Nat'l Life -Director AmerFunds EuroPac Growth SA11 | — | — | — | $7K | 0.2% | |
| Lincoln Nat'! Life -Director LVIP SSgA SmallCaplndex SA36 | — | — | — | $7K | 0.2% | |
| Lincoln Nat'! Life -Director LVIP Bar Gr SAIX | — | — | — | $5K | 0.1% | |
| LNL SATC STADION MANAGED CONSERVATV THE LINCOLN NATIONAL LIFE INS CO · EIN 35-0472300 / PN 705 | Pooled Separate Account | — | — | $0 | <0.1% |
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