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CA SPECIALIZED EQUIPMENT SYSTEMS — SPECIALIZED EQUIPMENT SYSTEMS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250728125340NAL0001557009001
CA SPECIALIZED EQUIPMENT SYSTEMS
Form 5500-SF
FILING_RECEIVED
SPECIALIZED EQUIPMENT SYSTEMS 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
CA SPECIALIZED EQUIPMENT SYSTEMS
.
Find decision makers
Plan sponsor
Name
CA SPECIALIZED EQUIPMENT SYSTEMS
EIN
95-3354278
Address
5410 LOCUST DRIVE · CHINO, CA · 91710
Phone
(806) 626-7050
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
2025-07-28
Pension benefit codes
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Transportation & Warehousing plans
WANSHIP ENTERPRISES, LLC
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$1.4M · 74 participants
WILLIAMS DAIRY TRUCKING, INC.
WILLIAMS DAIRY TRUCKING, INC. 401(K) PLAN
$1.4M · 28 participants
BAR S SERVICES, INC.
BAR S SERVICES, INC. 401(K) PLAN
$1.4M · 59 participants
FRANK SMITH TRUCKING & EQUIPMENT IN
FRANK SMITH TRUCKING INC. 401(K) PLAN
$1.4M · 52 participants
WEISGARBER TRUCKING, INC.
WEISGARBER TRUCKING INC EMPLOYEE RETIREMENT PLAN
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 11 participants
PJT LOGISTICS SERVICE, INC.
PJT LOGISTICS SERVICE, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 20 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
