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Original filing (PDF)20251015134359NAL0006280384001
WEG TRANSFORMERS USA, LLC
Form 5500
FILING_RECEIVED
WEG TRANSFORMERS USA, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
168
Accounts w/ balance
231
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
How this plan invests
This plan
16 pooled trusts
Schedule D
32 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
- 43 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 WEG TRANSFORMERS USA, LLC.
Plan sponsor
Name
WEG TRANSFORMERS USA, LLC
EIN
14-1799233
Address
6350 BLUFF ROAD · ATTN HR · WASHINGTON, MO · 63090
Phone
(636) 239-9351
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $67K | — |
| TEAL BECKER & CHIARAMONTE, CPAS PC | 14-1624930 | — | CONTRACT ADMINISTRATOR | $450 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
19 direct securities · 16 pooled funds· $16.3M(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.
Common Collective Trust
$9.3M
13 holdings
Uncategorized
$6.4M
18 holdings
Pooled Separate Account
$550K
3 holdings
Mutual Funds
$52K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.7M | 10.8% | |
| PRIN LIFE TIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.6M | 9.9% | |
| PRIN LIFE TIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.1M | 7.2% | |
| PRIN LIFE TIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.1M | 7.2% | |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.1M | 7.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $976K | 6.1% | |
| PRIN LIFE TIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $937K | 5.9% | |
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $854K | 5.4% | |
| PRIN LIFE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $743K | 4.7% | |
| MFS Investment Management MFS Massachusetts Investors Growth Stock R6 Fund | — | — | — | $587K | 3.7% | |
| MFS Investment Management MFS International Diversification R6 Fund | — | — | — | $582K | 3.7% | |
| MFS Investment Management MFS Total Return Bond R6 Fund | — | — | — | $497K | 3.1% | |
| PRIN LIFE TIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $457K | 2.9% | |
| PIMCO Income Institutional Fund | — | — | — | $429K | 2.7% | |
| Hartford Mutual Funds Hartford Equity Income R6 Fund | — | — | — | $427K | 2.7% | |
| Eaton Vance Eaton Vance ATL Capital SMID-CAP R6 Fund | — | — | — | $367K | 2.3% | |
| Blackrock Mid-Cap Value K Fund | — | — | — | $315K | 2.0% | |
| PRIN LIFE TIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $287K | 1.8% | |
| Principal Life Insurance Company Principal Inflation Protected SA-Z | — | — | — | $260K | 1.6% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $260K | 1.6% | |
| Participant loans Interest rates from 5.25% to 10.50% - 0 - | — | — | — | $244K | 1.5% | |
| Franklin Templeton Investments Franklin Small Cap Growth R6 Fund | — | — | — | $214K | 1.3% | |
| Delaware Investments Macquarie Small Cap Value R6 Fund | — | — | — | $192K | 1.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $186K | 1.2% | |
| JP Morgan Funds JP Morgan US Research Enhanced Equity R6 Fund | — | — | — | $183K | 1.2% | |
| Principal Life Insurance Company Principal Small Cap S&P 600 Idx SA-Z | — | — | — | $103K | 0.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $103K | 0.6% | |
| Duetsche DWS RREEF Real Estate Securities R6 Fund | — | — | — | $102K | 0.6% | |
| PRIN LIFE TIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $85K | 0.5% | |
| PGIM Investments PGIM Government Income R6 Fund | — | — | — | $66K | 0.4% | |
| PGIM Investments PGIM Jennison Md Cap Gth R6 Fund | — | — | — | $53K | 0.3% | |
| Alliance Bernstein AB Global Bond Z Fund | Mutual Funds | — | — | $52K | 0.3% | |
| PRIN LIFE TIME HYBR 2015 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $20K | 0.1% | |
| Wells Fargo AllSpring Emerging Markets Equity R6 Fund | — | — | — | $20K | 0.1% | |
| PRINCIPAL LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $719 | <0.1% |