Original filing (PDF)20251006140232NAL0006559280001

WEHRUNG'S LUMBER & HOME CENTER, INC.

Name: WEHRUNG'S LUMBER & HOME CENTER, INC. — WEHRUNG'S LUMBER & HOME CENTER, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WEHRUNG'S LUMBER & HOME CENTER, INC.

Form 5500

FILING_RECEIVED

WEHRUNG'S LUMBER & HOME CENTER, INC. PROFIT SHARING PLAN

401(k) retirement plan

Signals · 5

Late participant contributions21% employer stockCorrective distributions issued~81 bps in Sched C feesNo recordkeeper disclosed

Active participants

177

Accounts w/ balance

192

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

How this plan invests

This plan

2 pooled trusts

Schedule D

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEHRUNG'S LUMBER & HOME CENTER, INC..

Plan sponsor

Name

WEHRUNG'S LUMBER & HOME CENTER, INC.

EIN

20-0413026

Address

7711 EASTON ROAD · OTTSVILLE, PA · 189429738

Phone

(610) 847-2066

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

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)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	13-5674085	—	CONSULTANT	$41K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$35K	—

Investments

31 direct securities · 2 pooled funds· $9.4M(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.

Other securities

$5.8M

15 holdings

Common Stock

$1.9M

14 holdings

Pooled Separate Account

$1.0M

2 holdings

Agency / Mortgage-Backed

$387K

1 holding

Bonds / Notes

$258K

1 holding

					% of plan
Principal Life Insurance Company Principal Fixed Income Guaranteed Option	Other securities	—	—	$992K	10.6%
American Funds American Funds American Mutual R6 Fund	Other securities	—	—	$896K	9.5%
PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066	Pooled Separate Account	—	—	$881K	9.4%
Fidelity Investments Fidelity Small Cap Index Fund 931 Fidelity Investments Fidelity 500 Index Fund	Other securities	—	—	$751K	8.0%
Metropolitan Life Insurance Co Metropolitan West Total Return Bond Plan Fund	Common Stock	—	—	$666K	7.1%
American Funds American Funds American Balanced R6 Fund	Other securities	—	—	$562K	6.0%
JP Morgan Funds JP Morgan Equity Income R6 Fund	Other securities	—	—	$403K	4.3%
Vanguard Group Vanguard GNMA Admiral Fund	Agency / Mortgage-Backed	—	—	$387K	4.1%
JP Morgan Funds JP Morgan Large Cap Growth R6 Fund	Other securities	—	—	$366K	3.9%
American Funds American Funds New World R6 Fund	Other securities	—	—	$361K	3.8%
Fidelity Investments Fidelity International Index Fund	Other securities	—	—	$335K	3.6%
TIAA Investments Nuveen Large Cap Growth Index Fund	Other securities	—	—	$299K	3.2%
Participant loans Interest rates ranging from 3.25% to 8.50%	Bonds / Notes	—	—	$258K	2.7%
Vanguard Group Vanguard Target Retirement 2040 Investor Fund	Common Stock	—	—	$231K	2.5%
Fidelity Investments Fidelity Mid Cap Index Fund	Other securities	—	—	$228K	2.4%
Vanguard Group Vanguard Target Retirement 2030 Investor Fund	Common Stock	—	—	$208K	2.2%
TIAA Investments Nuveen Large Cap Value Index Fund	Other securities	—	—	$208K	2.2%
PIMCO Funds PIMCO Income Institutional Fund	Other securities	—	—	$182K	1.9%
Eagle Financial Services, Inc. Carillon Eagle Mid Cap Growth R6 Fund	Common Stock	—	—	$144K	1.5%
Vanguard Group Vanguard Target Retirement 2045 Investor Fund	Common Stock	—	—	$141K	1.5%
Vanguard Group Vanguard Small Cap Value Index Admiral Fund	Common Stock	—	—	$139K	1.5%
PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043	Pooled Separate Account	—	—	$139K	1.5%
Vanguard Group Vanguard International Growth Admiral Fund	Common Stock	—	—	$130K	1.4%
Eagle Financial Services, Inc. Carillon Eagle Small Cap Growth R6 Fund	Common Stock	—	—	$110K	1.2%
American Century Investments American Century Mid-Cap Value R6 Fund	Other securities	—	—	$107K	1.1%
Vanguard Group Vanguard Target Retirement 2035 Investor Fund	Common Stock	—	—	$51K	0.5%
PIMCO Funds PIMCO Commodity Real Return Strategy Institutional Fund	Other securities	—	—	$47K	0.5%
Franklin Templeton Investments Templeton Foreign R6 Fund	Other securities	—	—	$43K	0.5%
Vanguard Group Vanguard Target Retirement 2060 Investor Fund	Common Stock	—	—	$31K	0.3%
Vanguard Group Vanguard Target Retirement 2065 Investor Fund	Common Stock	—	—	$29K	0.3%
Vanguard Group Vanguard Inflation-Protected Securities Admiral Fund	Common Stock	—	—	$22K	0.2%
Vanguard Group Vanguard Target Retirement 2055 Investor Fund	Common Stock	—	—	$18K	0.2%
Vanguard Group Vanguard Target Retirement 2050 Investor Fund	Common Stock	—	—	$16K	0.2%