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Original filing (PDF)20251001112914NAL0005900659001
TEXTAINER EQUIPMENT MANAGEMENT U.S. LIMITED
Form 5500
FILING_RECEIVED
TEXTAINER EQUIPMENT MANAGEMENT (U.S.) LIMITED 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
70
Accounts w/ balance
110
Plan assets (EOY)
$34.7M
Net assets (EOY)
$34.7M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXTAINER EQUIPMENT MANAGEMENT U.S. LIMITED.
Plan sponsor
Name
TEXTAINER EQUIPMENT MANAGEMENT U.S. LIMITED
EIN
94-3060366
Address
650 CALIFORNIA STREET, 16TH FLOOR · SAN FRANCISCO, CA · 94108
Phone
(415) 434-0551
Industry
Professional & Technical Servicessee 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
2025-10-01
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $70K | — |
Investments
20 direct securities · 1 pooled fund· $34.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$27.8M
20 holdings
Common Collective Trust
$6.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| I Mutual Funds Fidelity 500 Index Fund Mutual Fund N/R | — | — | — | $8.7M | 25.2% | |
| COLUMBIA TRUST STABLE HI QUALITY IN AMERIPRISE TRUST COMPANY · EIN 87-2295015 / PN 036 | Common Collective Trust | — | — | $6.9M | 20.0% | |
| Metropolitan West Total Fund Mutual Fund N/R | — | — | — | $2.9M | 8.3% | |
| Fidelity Mid Cap Index Mutual Fund N/R | — | — | — | $2.8M | 8.2% | |
| FIDELITY INTRNTNL INDX INSTL MUTUAL FUNDS | — | — | $2.6M | $2.8M | 8.0% | |
| American New Perspective Fund Mutual Fund N/R | — | — | — | $1.6M | 4.5% | |
| Fidelity Small Cap Index Fund Mutual Fund N/R | — | — | — | $1.4M | 4.1% | |
| Blackrock Inflation Protected Mutual Fund N/R | — | — | $1.5M | $1.3M | 3.9% | |
| Investor Fund American Washington Fund Mutual Fund N/R | — | — | — | $978K | 2.8% | |
| Blackrock High Yield Bond Fund Mutual Fund N/R | — | — | — | $966K | 2.8% | |
| Vanguard Selected Value Fund Mutual Fund N/R | — | — | — | $903K | 2.6% | |
| T. Rowe Price Real Estate Fund Mutual Fund N/R | — | — | — | $798K | 2.3% | |
| American Amcap Fund Class R6 Mutual Fund N/R | — | — | — | $669K | 1.9% | |
| Fund American EuroPacific Growth R5 Mutual Fund N/R | — | — | — | $521K | 1.5% | |
| Fund American Balanced Fund Class R6 Mutual Fund N/R | — | — | — | $397K | 1.1% | |
| Fund BlackRock Strategic Global Bond Mutual Fund N/R | — | — | — | $222K | 0.6% | |
| Fund, Inc. Institutional Shares Janus Henderson Enterprise Fund Mutual Fund N/R | — | — | — | $163K | 0.5% | |
| Class I Invesco Developing Markets Fund Mutual Fund N/R | — | — | — | $153K | 0.4% | |
| Participant Loans * Participant Loans Interest rates ranging from 4.25% to $0 | — | — | $147K | $147K | 0.4% | |
| Y Victory Trivalent International Small Mutual Fund N/R | — | — | — | $139K | 0.4% | |
| I Fund American Capital Income Fund Mutual Fund N/R | — | — | $110K | $117K | 0.3% |
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