Original filing (PDF)20251010120348NAL0008116433001

WILLIAMS TANK LINES, LLC

Name: WILLIAMS TANK LINES, LLC — WILLIAMS TANK LINES 401(K) PLAN, Form 5500 (2024)
Creator: WILLIAMS TANK LINES, LLC

Form 5500

FILING_RECEIVED

WILLIAMS TANK LINES 401(K) PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

302

Accounts w/ balance

468

Plan assets (EOY)

$37.5M

Net assets (EOY)

$37.5M

How this plan invests

This plan

1 pooled trust

Schedule D

27 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAMS TANK LINES, LLC.

Plan sponsor

Name

WILLIAMS TANK LINES, LLC

EIN

94-2514319

Address

1477 TILLIE LEWIS DR · STOCKTON, CA · 952061130

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

2025-10-10

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$82K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH

Investments

27 direct securities · 1 pooled fund· $70.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Common Collective Trust

$32.6M

1 holding

Other securities

$32.2M

25 holdings

Stable Value

$4.9M

1 holding

U.S. Treasuries

$390K

1 holding

					% of plan
SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000	Common Collective Trust	—	—	$32.6M	86.9%
American Funds 2030 Trgt Date Retire R6 Pooled Separate Account	Other securities	—	—	$5.0M	13.4%
Fixed Account Guaranteed Investment Contract	Stable Value	—	—	$4.9M	13.1%
American Funds 2040 Trgt Date Retire R6 Pooled Separate Account	Other securities	—	—	$3.7M	9.8%
Vanguard 500 Index Admiral Pooled Separate Account	Other securities	—	—	$2.9M	7.6%
Vanguard Value Index Adm Pooled Separate Account	Other securities	—	—	$2.6M	6.9%
Vanguard Growth Index Admiral Pooled Separate Account	Other securities	—	—	$2.5M	6.6%
American Funds 2020 Trgt Date Retire R6 Pooled Separate Account	Other securities	—	—	$2.3M	6.2%
American Funds 2050 Trgt Date Retire R6 Pooled Separate Account	Other securities	—	—	$2.0M	5.4%
iShares MSCI EAFE Intl Idx K Pooled Separate Account	Other securities	—	—	$1.4M	3.7%
American Funds 2035 Trgt Date Retire R6 Pooled Separate Account	Other securities	—	—	$1.3M	3.5%
Loomis Sayles Core Plus Bond N Pooled Separate Account	Other securities	—	—	$1.1M	2.9%
American Funds 2045 Trgt Date Retire R6 Pooled Separate Account	Other securities	—	—	$1.1M	2.9%
MFS Mid Cap Value R6 Pooled Separate Account	Other securities	—	—	$982K	2.6%
American Funds 2055 Trgt Date Retire R6 Pooled Separate Account	Other securities	—	—	$888K	2.4%
iShares Russell 2000 Small-Cap Idx K Pooled Separate Account	Other securities	—	—	$856K	2.3%
American Funds 2025 Trgt Date Retire R6 Pooled Separate Account	Other securities	—	—	$697K	1.9%
American Funds 2010 Trgt Date Retire R6 Pooled Separate Account	Other securities	—	—	$637K	1.7%
American Funds New World R6 Pooled Separate Account	Other securities	—	—	$527K	1.4%
Vanguard Mid-Cap Growth Index Admiral Pooled Separate Account	Other securities	—	—	$456K	1.2%
JPMorgan Government Bond R6 Pooled Separate Account	U.S. Treasuries	—	—	$390K	1.0%
American Funds 2060 Trgt Date Retire R6 Pooled Separate Account	Other securities	—	—	$376K	1.0%
BlackRock High Yield Bond K Pooled Separate Account	Other securities	—	—	$323K	0.9%
Invesco International Bond R6 Pooled Separate Account	Other securities	—	—	$204K	0.5%
American Funds 2015 Trgt Date Retire R6 Pooled Separate Account	Other securities	—	—	$166K	0.4%
DWS RREEF Real Estate Securities R6 Pooled Separate Account	Other securities	—	—	$155K	0.4%
American Funds 2065 Trgt Date Retire R6 Pooled Separate Account	Other securities	—	—	$91K	0.2%
AB Small Cap Growth Z Pooled Separate Account	Other securities	—	—	$81K	0.2%