Back to filter
Original filing (PDF)20250930083319NAL0011441345001
THE WIRELINE GROUP, INC.
Form 5500
FILING_RECEIVED
WIRELINE GROUP 401(K) PLAN
401(k) retirement plan
Active participants
250
Accounts w/ balance
199
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — 154% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WIRELINE GROUP, INC..
Plan sponsor
Name
THE WIRELINE GROUP, INC.
EIN
87-0467486
Address
PO BOX 60018 · MIDLAND, TX · 79711
Phone
(435) 789-5556
Industry
Mining, Quarrying, Oil & Gassee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT, MILLMAN & JOHNSON, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $33K | — |
| NOVA 401(K) ASSOCIATES LP | 20-1181458 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM, LLC | 27-4011107 | — | INVESTMENT ADVISORY PLAN | $38K | — |
Investments
42 direct securities· $10.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement Blend 2040 | — | 55,769 | — | $1.7M | 16.2% | |
| JPMorgan SmartRetirement Blend 2045 | — | 44,848 | — | $1.5M | 13.7% | |
| JPMorgan SmartRetirement Blend 2050 | — | 29,262 | — | $967K | 9.0% | |
| JPMorgan SmartRetirement Blend 2035 | — | 29,703 | — | $863K | 8.0% | |
| AB Large Cap Growth | — | 7,062 | — | $772K | 7.2% | |
| iShares S&P 500 Index | — | 915 | — | $630K | 5.9% | |
| JPMorgan SmartRetirement Blend 2025 | — | 22,210 | — | $510K | 4.8% | |
| JPMorgan SmartRetirement Blend 2030 | — | 17,525 | — | $454K | 4.2% | |
| JPMorgan SmartRetirement Blend 2055 | — | 12,824 | — | $421K | 3.9% | |
| JPMorgan Large Cap Growth | — | 4,926 | — | $413K | 3.8% | |
| JPMorgan SmartRetirement Blend 2060 | — | 14,144 | — | $363K | 3.4% | |
| Vanguard Mid-Cap Value Index Adm | — | 2,301 | — | $193K | 1.8% | |
| American Funds Washington Mutual | — | 3,071 | — | $189K | 1.8% | |
| JPMorgan Large Cap Value | — | 8,298 | — | $164K | 1.5% | |
| Fidelity Small Cap Index | — | 5,694 | — | $158K | 1.5% | |
| American Funds SMALLCAP World | — | 1,995 | — | $140K | 1.3% | |
| Participant Loans | — | — | $136K | $136K | 1.3% | |
| Vanguard Mid-Cap Growth Index Adm | — | 1,116 | — | $122K | 1.1% | |
| Vanguard Small Cap Growth Index Adm | — | 1,191 | — | $117K | 1.1% | |
| American Fds American Balanced | — | 3,237 | — | $111K | 1.0% | |
| JPMorgan SmartRetirement Blend Income | — | 5,095 | — | $92K | 0.9% | |
| Invesco Global | — | 837 | — | $81K | 0.8% | |
| MFS International Intrinsic Value | — | 2,546 | — | $80K | 0.7% | |
| Vanguard Intermediate Term Treasury Ind Adm | — | 4,024 | — | $79K | 0.7% | |
| Invesco Growth and Income | — | 3,192 | — | $68K | 0.6% | |
| Vanguard High-Yield Corporate Adm | — | 11,804 | — | $64K | 0.6% | |
| JPMorgan SmartRetirement Blend 2065 | — | 2,229 | — | $45K | 0.4% | |
| DFA US Targeted Value I | — | 1,075 | — | $37K | 0.3% | |
| JPMorgan SmartRetirement Blend 2020 | — | 1,779 | — | $36K | 0.3% | |
| Transamerica Stable Value Core Option | — | 1,091 | — | $34K | 0.3% | |
| Nuveen Bond Index | — | 3,534 | — | $34K | 0.3% | |
| Vanguard Total Intl Bond Index Adm | — | 1,554 | — | $31K | 0.3% | |
| Fidelity Real Estate Index | — | 1,835 | — | $30K | 0.3% | |
| Fidelity Emerging Markets Index | — | 2,574 | — | $27K | 0.3% | |
| DFA International Small Cap | — | 745 | — | $16K | 0.2% | |
| T. Rowe Price Value I | — | 255 | — | $11K | 0.1% | |
| Schwab Treasury Infl Protection Secs | — | 1,082 | — | $11K | 0.1% | |
| Non-Interest Bearing Cash | — | — | — | $10K | <0.1% | |
| Vanguard LifeStrategy Growth Inv | — | 202 | — | $9K | <0.1% | |
| American Fds Moderate Growth & Income | — | 459 | — | $8K | <0.1% | |
| JPMorgan Small Cap Value | — | 6 | — | $157 | <0.1% | |
| iShares MSCI EAFE International Index | — | 1 | — | $6 | <0.1% |
Related plans
Other plans using CWM, LLC
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
$16.8B · 17,444 participants
JETBLUE AIRWAYS CORPORATION
JETBLUE AIRWAYS RETIREMENT PLAN
$5.4B · 23,089 participants
NETJETS AVIATION, INC.
NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN
$2.5B · 4,042 participants
MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH AND
DULY HEALTH AND CARE 401(K) PLAN
$1.1B · 6,585 participants
SCHNEIDER NATIONAL, INC.
SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN
$893.4M · 15,808 participants
PREVEA CLINIC, INC.
PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN
$491.7M · 2,068 participants
Similar-size Mining, Quarrying, Oil & Gas plans
DRILLING TOOLS INTERNATIONAL HOLDINGS, INC.
DRILLING TOOLS INTERNATIONAL, INC. 401(K) SAVINGS PLAN
$10.7M · 262 participants
JOHN O. FARMER, INC.
JOHN O. FARMER, INC. SAVINGS PLAN
$10.7M · 18 participants
WILLIFORD ENERGY COMPANY
WILLIFORD COMPANIES SAVINGS PLAN
$10.9M · 52 participants
WHITE ROCK OIL & GAS, LLC
WHITE ROCK OIL & GAS, LLC 401(K) PLAN
$10.5M · 102 participants
CLAJON PRODUCTIONS CORPORATION
CLAYTON W. WILLIAMS, JR. COMPANIES SAVINGS PLAN
$10.5M · 59 participants
HALL DRILLING, LLC
HALL DRILLING, LLC 401(K) RETIREMENT PLAN
$11.0M · 324 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