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Original filing (PDF)20251015135048NAL0009919954001
WOOLPERT, INC.
Form 5500
FILING_RECEIVED
WOOLPERT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,794
Accounts w/ balance
2,257
Plan assets (EOY)
$247.8M
Net assets (EOY)
$247.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOOLPERT, INC..
Plan sponsor
Name
WOOLPERT, INC.
EIN
20-1391406
Address
4454 IDEA CENTER BLVD · DAYTON, OH · 45430
Phone
(937) 461-5660
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
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
FLAGEL, HUBER, FLAGEL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $203K | — |
Investments
29 direct securities · 2 pooled funds· $258.6M(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
$239.6M
29 holdings
Common Collective Trust
$18.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered investment company (y) | — | — | — | $54.9M | 22.2% | |
| AB Large Cap Growth Advisor Fund Registered investment company (y) | — | — | — | $23.8M | 9.6% | |
| T. Rowe Price Retirement 2040 Fund - I Class Registered investment company (y) | — | — | — | $13.4M | 5.4% | |
| Hartford Schroders International Stock Fund Registered investment company (y) | — | — | — | $12.4M | 5.0% | |
| Fidelity AmCore Fixed Income Common/collective trust (y) | — | — | — | $10.9M | 4.4% | |
| GG FID AM CORE PLUS FIX INC CIT U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $10.9M | 4.4% | |
| Putnam Large Cap Value Fund Registered investment company (y) | — | — | — | $10.6M | 4.3% | |
| T. Rowe Price Retirement 2050 Fund - I Class Registered investment company (y) | — | — | — | $10.0M | 4.0% | |
| T. Rowe Price Retirement 2055 Fund - I Class Registered investment company (y) | — | — | — | $10.0M | 4.0% | |
| T. Rowe Price Retirement 2035 Fund - I Class Registered investment company (y) | — | — | — | $9.6M | 3.9% | |
| T. Rowe Price Retirement 2045 Fund - I Class Registered investment company (y) | — | — | — | $9.1M | 3.7% | |
| T. Rowe Price Retirement 2030 Fund - I Class Registered investment company (y) | — | — | — | $8.4M | 3.4% | |
| Fidelity Mid Cap Index Fund Registered investment company (y) | — | — | — | $8.2M | 3.3% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $8.0M | 3.2% | |
| JP Morgan Small Cap Growth Fund Registered investment company (y) | — | — | — | $6.9M | 2.8% | |
| T. Rowe Price Retirement 2025 Fund - I Class Registered investment company (y) | — | — | — | $6.3M | 2.6% | |
| American Funds Balanced Fund Registered investment company (y) | — | — | — | $6.2M | 2.5% | |
| BlackRock Mid Cap Growth Equity Fund Registered investment company (y) | — | — | — | $6.2M | 2.5% | |
| Fidelity Small Cap Index Fund Registered investment company (y) | — | — | — | $6.2M | 2.5% | |
| T. Rowe Price Retirement 2020 Fund - I Class Registered investment company (y) | — | — | — | $4.2M | 1.7% | |
| All Spring Special Mid Cap Value Fund Registered investment company (y) | — | — | — | $3.7M | 1.5% | |
| Federated Hermes High Yield Bond Fund Registered investment company (y) | — | — | — | $3.6M | 1.5% | |
| American Funds Century Small Cap Value Fund Registered investment company (y) | — | — | — | $3.6M | 1.4% | |
| T. Rowe Price Retirement 2060 Fund - I Class Registered investment company (y) | — | — | — | $3.4M | 1.4% | |
| High: 9.50% 0 | — | — | — | $2.7M | 1.1% | |
| Fidelity Total International Index Fund Registered investment company (y) | — | — | — | $2.4M | 1.0% | |
| T. Rowe Price Retirement 2015 Fund - I Class Registered investment company (y) | — | — | — | $1.2M | 0.5% | |
| T. Rowe Price Retirement 2065 Fund - I Class Registered investment company (y) | — | — | — | $1.2M | 0.5% | |
| T. Rowe Price Retirement 2010 Fund - I Class Registered investment company (y) | — | — | — | $101K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund - I Class Registered investment company (y) | — | — | — | $73K | <0.1% | |
| U.S. Treasury Money Fund Money market fund (y) | — | — | — | $68K | <0.1% |