Wilbanks Trucking Services 401(k) match, vesting and fees
What Wilbanks Trucking Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Retirement Direct, LLC | 2024 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Form 5500-SF ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
Plan history
Plan assets went from $2.5M at the end of plan year 2021 to $1.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 56 | $1.6M | $3,423 | $93 | 0.87% | Not published | 5500-SF ↗ |
| 2024 | 171 | $2.7M | — | — | 1.41% | Not published | Form 5500 ↗ |
| 2023 | 226 | $2.9M | — | — | 0.87% | Not published | Form 5500 ↗ |
| 2022 | 250 | $2.5M | — | — | 0.86% | Not published | Form 5500 ↗ |
| 2021 | 242 | $2.5M | — | — | 1.10% | Not published | Form 5500 ↗ |
Common questions
Does Wilbanks Trucking Services match 401(k) contributions?
The match terms for the Wilbanks Trucking Services, LLC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $3,423 in employer contributions, about $93 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wilbanks Trucking Services 401(k) match vested?
The vesting schedule for the Wilbanks Trucking Services, LLC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wilbanks Trucking Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Retirement Direct, LLC. The plan administrator is Wilbanks Trucking Services, LLC.
I left Wilbanks Trucking Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wilbanks Trucking Services, LLC, (575) 746-6318) or the recordkeeper, Retirement Direct, LLC. The Wilbanks Trucking Services old 401(k) page lists the contacts from every plan filing. Find an old Wilbanks Trucking Services 401(k)
Data from the public Form 5500 annual reports Wilbanks Trucking Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Wilbanks Trucking Services. Not financial advice. Report a correction · Methodology