Back to filter
Original filing (PDF)20251015161020NAL0002726595001
CENTERLINE TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
CENTERLINE TECHNOLOGIES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holding~264 bps in Sched C fees
Active participants
80
Accounts w/ balance
107
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
How this plan invests
This plan
14 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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s Vanguard Vanguard Target Retirement 2030" is 26% of plan.
- 264 bps in Schedule C fees — 408% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTERLINE TECHNOLOGIES, LLC.
Plan sponsor
Name
CENTERLINE TECHNOLOGIES, LLC
EIN
83-0729948
Address
5827 W US HWY 90 · SAN ANTONIO, TX · 78227
Phone
(361) 582-0800
Industry
Transportation & Warehousingsee all
Plan administrator
Name
PENTEGRA SERVICES INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(866) 633-4015
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2K · 401(m) arrangement
2F · ERISA section 404(c)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
ATKG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | WHITE PLAINS, NY | CONTRACT ADMIN | $9K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | OTHER | $8K | — |
| WATERLOO CAPITAL | — | AUSTIN, TX | OTHER | $2K | — |
Investments
14 direct securities· $1.3M(100% of reported assets)
Uncategorized
$949K
13 holdings
Mutual Funds
$338K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $338K | 26.5% | |
| Vanguard Target Retirement 2045 | — | — | — | $212K | 16.6% | |
| Vanguard Target Retirement 2025 | — | — | — | $190K | 14.9% | |
| Vanguard Target Retirement 2055 | — | — | — | $99K | 7.8% | |
| Vanguard Target Retirement 2050 | — | — | — | $92K | 7.2% | |
| Vanguard Target Retirement 2040 | — | — | — | $87K | 6.8% | |
| Vanguard Target Retirement Income | — | — | — | $75K | 5.9% | |
| Participant Loans | — | — | — | $55K | 4.3% | |
| Vanguard Target Retirement 2065 | — | — | — | $45K | 3.5% | |
| Vanguard Target Retirement 2060 | — | — | — | $37K | 2.9% | |
| Vanguard Target Retirement 2020 | — | — | — | $23K | 1.8% | |
| Vanguard Federal MM Inv Fund | — | — | — | $20K | 1.6% | |
| Vanguard Target Retirement 2035 | — | — | — | $10K | 0.7% | |
| Vanguard Stock Market ADM | — | — | — | $4K | 0.3% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Transportation & Warehousing plans
IAG SERVICE CORPORATION
IAG SERVICE CORPORATION 401(K) PLAN
$1.3M · 5 participants
DESKIN SCALE COMPANY, INC.
DESKIN SCALE COMPANY, INC. 401(K) PLAN
$1.2M · 11 participants
TAIMEN TRANSPORT, LLC
THE TAIMEN 401(K) PLAN
$1.2M · 28 participants
LA CROSSE TRANSPORT REFRIGERATION, INC.
LTR 401(K) PLAN
$1.2M · 16 participants
TRANS AUDIT INC.
TRANS AUDIT TRADITIONAL 401K PLAN
$1.3M · 98 participants
DRIVERS 1ST, INC
DRIVERS 1ST, INC 401(K) PLAN
$1.2M · 12 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