· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HEITZ TRUCKING INC — HEITZ TRUCKING INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250930110010NAL0029134914001
HEITZ TRUCKING INC
Form 5500-SF
FILING_RECEIVED
HEITZ TRUCKING INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
23
Accounts w/ balance
38
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HEITZ TRUCKING INC
.
Find decision makers
Plan sponsor
Name
HEITZ TRUCKING INC
EIN
94-2756610
Address
PO BOX 3330 · YUBA CITY, CA · 959923330
Phone
(510) 436-4445
Industry
Transportation & Warehousing
see 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Transportation & Warehousing plans
IMEXCO, INC.
THE ARCHITECT 401(K) PLAN- IMEXCO, INC.
$2.3M · 24 participants
BASSLER ENERGY SERVICES, INC
BASSLER ENERGY SERVICES 401(K) PLAN
$2.3M · 55 participants
HARD DRIVE EXPRESS INC.
HARD DRIVE EXPRESS PROFIT SHARING PLAN
$2.3M · 66 participants
BAVARIAN TRUCKING COMPANY, INC.
BAVARIAN TRUCKING COMPANY, INC. 401(K) SAVINGS PLAN & TRUST
$2.3M · 62 participants
J & M PREMIER SERVICES, INC.
J & M PREMIER SERVICES, INC. 401(K) PLAN AND TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.3M · 52 participants
DIAMOND TRUCKING, INC.
DIAMOND TRUCKING 401(K) PROFIT SHARING PLAN
$2.2M · 132 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
