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Original filing (PDF)20251007133924NAL0008013088001
TRINITY INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
TRINITY INDUSTRIES, INC. 401(K) PLAN AS RESTATED EFFECTIVE AUGUST 1, 2020
401(k) retirement plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
2,890
Accounts w/ balance
4,167
Plan assets (EOY)
$385.9M
Net assets (EOY)
$385.5M
How this plan invests
This plan
17 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — 131% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRINITY INDUSTRIES, INC..
Plan sponsor
Name
TRINITY INDUSTRIES, INC.
EIN
75-0225040
Address
14221 N. DALLAS PARKWAY · SUITE 1100 · DALLAS, TX · 75254
Phone
(214) 631-4420
Industry
Manufacturingsee all
Plan administrator
Name
RETIREMENT PLAN COMMITTEE OF TRINITY INDUSTRIES, INC.
EIN
75-0225040
City
DALLAS, TX
Phone
(214) 631-4420
Plan characteristics
Plan number
029
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL CUSTODY SOLUTIONS | 51-0099493 | — | TRUSTEE | $26K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARY | $41K | — |
Other
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES, L | 04-3516284 | — | SERVICE PROVIDER | $257K | — |
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | SERVICE PROVIDER | $248K | — |
| MARSH USA LLC | 36-2668272 | — | OTHER | $140K | — |
| CAPTRUST | 26-0058143 | — | INVEST ADV | $89K | — |
| MCDERMOTT WILL & EMERY | 36-1453176 | — | OTHER | $79K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | OTHER | $7K | — |
| HUSELTON, MORGAN AND MAULTSBY | 75-2409112 | — | OTHER | $6K | — |
Investments
15 direct securities · 17 pooled funds· $414.5M(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
$333.6M
17 holdings
Uncategorized
$80.9M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY GROWTH CO COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $79.6M | 20.6% | |
| NORTHERN TRUST S&P 500 INDEX FUND NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $55.3M | 14.3% | |
| VANGUARD TARGET RET 2030 VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $33.7M | 8.7% | |
| VANGUARD TARGET RET 2040 VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $31.3M | 8.1% | |
| PUTNAM INVESTMENTS STABLE VALUE FUN PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $30.1M | 7.8% | |
| VANGUARD TARGET RET 2050 VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $24.4M | 6.3% | |
| NORTHERN TRUST AGG BOND INDEX FUND NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $17.1M | 4.4% | |
| NORTHERN TRUST ACWI EX US IMI FUND NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $15.5M | 4.0% | |
| Trinity Industries, Inc. | — | — | — | $11.0M | 2.9% | |
| PGIM Total Return Bond R6 | — | — | — | $10.5M | 2.7% | |
| VANGUARD TARGET RET 2020 VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $8.5M | 2.2% | |
| Northern Trust Extended Equity Market Index | — | — | — | $7.3M | 1.9% | |
| NORTHERN TRUST EXTENDED MARKET INDE NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $7.3M | 1.9% | |
| VANGUARD TARGET RET 2035 VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $6.8M | 1.8% | |
| Vanguard Target Retirement 2035 Trust II | — | — | — | $6.8M | 1.8% | |
| JHancock Disciplined Value R6 | — | — | — | $6.4M | 1.7% | |
| Notes Receivable from Participants | — | — | — | $6.0M | 1.6% | |
| American Funds Europacific Growth R6 | — | — | — | $5.9M | 1.5% | |
| VANGUARD TARGET RET 2045 VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $5.5M | 1.4% | |
| Vanguard Target Retirement 2045 Trust II | — | — | — | $5.5M | 1.4% | |
| VANGUARD TARGET RET 2055 VANGUARD · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $4.8M | 1.2% | |
| JPMorgan Mid Cap Value R6 | — | — | — | $4.7M | 1.2% | |
| VANGUARD TARGET RET 2060 VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $4.3M | 1.1% | |
| Vanguard Target Retirement 2060 Trust II | — | — | — | $4.2M | 1.1% | |
| Harbor Small Cap Growth Instl | — | — | — | $3.9M | 1.0% | |
| VANGUARD TARGET RET INC TRUST II VANGUARD · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.0% | |
| Vanguard Target Retirement 2025 Trust II | — | — | — | $3.5M | 0.9% | |
| VANGUARD TARGET RET 2025 VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.9% | |
| Principal SmallCap Value II R6 | — | — | — | $2.7M | 0.7% | |
| Vanguard Target Retirement 2065 Trust II | — | — | — | $2.4M | 0.6% | |
| VANGUARD TARGET RET 2065 VANGUARD · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.6% | |
| MFS Mid Cap Growth Fund Class CT | — | — | — | $100K | <0.1% |