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Original filing (PDF)20251119130840NAL0003909953001
WELLBORE INTEGRITY SOLUTIONS LLC.
Form 5500
FILING_RECEIVED
WELLBORE INTEGRITY SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.1 moNo recordkeeper disclosed
Active participants
462
Accounts w/ balance
434
Plan assets (EOY)
$28.1M
Net assets (EOY)
$28.1M
How this plan invests
This plan
1 pooled trust
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
- Filed 0.1 months past the 10.5-month grace window.
- 45 bps in Schedule C fees — 56% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELLBORE INTEGRITY SOLUTIONS LLC..
Plan sponsor
Name
WELLBORE INTEGRITY SOLUTIONS LLC.
EIN
83-4095343
Address
1310 RANKIN ROAD · BUILDING 18 · HOUSTON, TX · 77073
Phone
(513) 293-6983
Industry
Real Estatesee 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
2025-11-19
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | — | NASHVILLE, TN | NONE | $66K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $48K | — |
| WEAVER AND TIDWELL, LLP | — | FT. WORTH, TX | NONE | $13K | — |
Investments
25 direct securities · 1 pooled fund· $28.1M(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.
Uncategorized
$26.8M
25 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $4.7M | 16.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $3.5M | 12.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.4M | 8.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $2.3M | 8.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.2M | 7.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.1M | 7.6% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $2.0M | 7.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.0M | 7.1% | |
| GOLDMAN SACHS STABLE VALUE INV SERI GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.3M | 4.7% | |
| JPMorgan Large Cap Growth R6 JPMorgan 0 | — | — | — | $1.2M | 4.4% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | — | — | — | $1.1M | 3.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $715K | 2.5% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $628K | 2.2% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $321K | 1.1% | |
| Putnam Large Cap Value R6 Putnam 0 | — | — | — | $300K | 1.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $265K | 0.9% | |
| Fidelity Total International Index Fidelity 0 | — | — | — | $264K | 0.9% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $205K | 0.7% | |
| Baird Core Plus Bond Inst Baird 0 | — | — | — | $158K | 0.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $139K | 0.5% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $88K | 0.3% | |
| Contribution Account Ascensus Trust company 0 | — | — | — | $35K | 0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $26K | <0.1% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | — | — | — | $25K | <0.1% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $17K | <0.1% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $2K | <0.1% |
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