Original filing (PDF)20251014141509NAL0006365858004

WTL HOLDINGS, INC

Name: WTL HOLDINGS, INC — WILLIAMS TANK LINES EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: WTL HOLDINGS, INC

Form 5500

FILING_RECEIVED

WILLIAMS TANK LINES EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

348

Accounts w/ balance

426

Plan assets (EOY)

$13.1M

Net assets (EOY)

-$28.9M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WTL HOLDINGS, INC.

Plan sponsor

Name

WTL HOLDINGS, INC

EIN

88-4315764

Address

1477 TILLIE LEWIS DRIVE · STOCKTON, CA · 95206

Phone

(209) 944-5613

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

2025-10-14

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2E · Profit-sharing

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $8.2M(62% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Williams Tank Lines, Inc. 1,000,000 common stock shares	—	—	$52.6M	$8.2M	62.4%

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