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Original filing (PDF)20251010120348NAL0008116433001
WILLIAMS TANK LINES, LLC
Form 5500
FILING_RECEIVED
WILLIAMS TANK LINES 401(K) PLAN
401(k) retirement plan
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 (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — 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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $82K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $74K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
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.
Uncategorized
$37.5M
27 holdings
Common Collective Trust
$32.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $5.0M | 13.4% | |
| Fixed Account Guaranteed Investment Contract | — | — | — | $4.9M | 13.1% | |
| American Funds 2040 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $3.7M | 9.8% | |
| Vanguard 500 Index Admiral Pooled Separate Account | — | — | — | $2.9M | 7.6% | |
| Vanguard Value Index Adm Pooled Separate Account | — | — | — | $2.6M | 6.9% | |
| Vanguard Growth Index Admiral Pooled Separate Account | — | — | — | $2.5M | 6.6% | |
| American Funds 2020 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $2.3M | 6.2% | |
| American Funds 2050 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $2.0M | 5.4% | |
| iShares MSCI EAFE Intl Idx K Pooled Separate Account | — | — | — | $1.4M | 3.7% | |
| American Funds 2035 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $1.3M | 3.5% | |
| Loomis Sayles Core Plus Bond N Pooled Separate Account | — | — | — | $1.1M | 2.9% | |
| American Funds 2045 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $1.1M | 2.9% | |
| MFS Mid Cap Value R6 Pooled Separate Account | — | — | — | $982K | 2.6% | |
| American Funds 2055 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $888K | 2.4% | |
| iShares Russell 2000 Small-Cap Idx K Pooled Separate Account | — | — | — | $856K | 2.3% | |
| American Funds 2025 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $697K | 1.9% | |
| American Funds 2010 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $637K | 1.7% | |
| American Funds New World R6 Pooled Separate Account | — | — | — | $527K | 1.4% | |
| Vanguard Mid-Cap Growth Index Admiral Pooled Separate Account | — | — | — | $456K | 1.2% | |
| JPMorgan Government Bond R6 Pooled Separate Account | — | — | — | $390K | 1.0% | |
| American Funds 2060 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $376K | 1.0% | |
| BlackRock High Yield Bond K Pooled Separate Account | — | — | — | $323K | 0.9% | |
| Invesco International Bond R6 Pooled Separate Account | — | — | — | $204K | 0.5% | |
| American Funds 2015 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $166K | 0.4% | |
| DWS RREEF Real Estate Securities R6 Pooled Separate Account | — | — | — | $155K | 0.4% | |
| American Funds 2065 Trgt Date Retire R6 Pooled Separate Account | — | — | — | $91K | 0.2% | |
| AB Small Cap Growth Z Pooled Separate Account | — | — | — | $81K | 0.2% |
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