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Original filing (PDF)20251014161206NAL0003369697001
WAC LIGHTING
Form 5500
FILING_RECEIVED
WAC LIGHTING CO. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
416
Accounts w/ balance
311
Plan assets (EOY)
$29.6M
Net assets (EOY)
$29.6M
How this plan invests
This plan
16 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAC LIGHTING.
Plan sponsor
Name
WAC LIGHTING
EIN
11-2742158
Address
44 HARBOR PARK DRIVE · PORT WASHINGTON, NY · 110504609
Phone
(516) 515-5029
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MACIAS, GINI & OCONNELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $113K | — |
Investments
25 direct securities · 16 pooled funds· $37.3M(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
$24.0M
25 holdings
Common Collective Trust
$11.1M
14 holdings
Pooled Separate Account
$2.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock, Inc. ISHARES S&P 500 INDEX K FUND | — | — | — | $4.6M | 15.4% | |
| JP Morgan Large CapGrR6Fd | — | — | — | $4.3M | 14.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.8M | 9.5% | |
| Principal Trust Company (SM) Target 2040 Fund | — | — | — | $1.8M | 6.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.8M | 6.0% | |
| Principal Trust Company (SM) Target 2050 Fund | — | — | — | $1.7M | 5.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.7M | 5.8% | |
| Vanguard MID CAP INDEX ADM FD | — | — | — | $1.7M | 5.7% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.6M | 5.4% | |
| Principal Trust Company (SM) Target 2030 Fund | — | — | — | $1.5M | 5.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.5M | 5.1% | |
| Eagle Financial Services, Inc. MIDCAGWTH R6 FD | — | — | — | $1.3M | 4.4% | |
| Vanguard SM CAP INDEX ADM FUND | — | — | — | $1.1M | 3.8% | |
| BlackRock, Inc. ISHARES MSCI EAFE INT IDX K FD | — | — | — | $1.1M | 3.7% | |
| Principal Trust Company (SM) Target 2045 Fund | — | — | — | $844K | 2.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $844K | 2.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $701K | 2.4% | |
| Principal Trust Company (SM) Target 2035 Fund | — | — | — | $598K | 2.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $598K | 2.0% | |
| Vanguard INT-TM BD IDX ADM FD | — | — | — | $546K | 1.8% | |
| Principal Trust Company (SM) Target 2025 Fund | — | — | — | $546K | 1.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $546K | 1.8% | |
| Principal Trust Company (SM) Target 2060 Fund | — | — | — | $486K | 1.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $486K | 1.6% | |
| Participant loans Maturing through April 2034 with interest rates at 5.25% to 10.50% $-0- | — | — | — | $396K | 1.3% | |
| Principal Trust Company (SM) Target 2015 Fund ** - * Principal Trust Company (SM) Target 2020 Fund | — | — | — | $294K | 1.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $294K | 1.0% | |
| Janus Henderson TRITON N | — | — | — | $289K | 1.0% | |
| Principal Trust Company (SM) Target 2055 Fund | — | — | — | $250K | 0.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $250K | 0.8% | |
| Principal Trust Company (SM) Hybrid Inc. | — | — | — | $146K | 0.5% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $146K | 0.5% | |
| American Funds NEWWORLD R6 | — | — | — | $105K | 0.4% | |
| MFS Investment Management GLOBAL EQUITY R6 FUND | — | — | — | $100K | 0.3% | |
| Principal Trust Company (SM) Target 2065 Fund | — | — | — | $74K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $74K | 0.3% | |
| (E) | — | — | — | $74K | 0.3% | |
| (E) | — | — | — | $40K | 0.1% | |
| Allspring Small Co value R6 | — | — | — | $40K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
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