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Original filing (PDF)20251013145253NAL0000741731001
WC ADMINISTRATORS, LLC
Form 5500
FILING_RECEIVED
ENCOMPASS POOLED EMPLOYER PLAN
401(k) retirement plan
Active participants
632
Accounts w/ balance
602
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
12 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WC ADMINISTRATORS, LLC.
Plan sponsor
Name
WC ADMINISTRATORS, LLC
EIN
20-1663072
Address
6995 UNION PARK CENTER #320 · MIDVALE, UT · 84047
Phone
(801) 595-1100
Industry
Finance & Insurancesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LARSON & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS | — | AUSTIN, TX | INVESTMENT ADVISOR | $2K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | SERVICE PROVIDER | $2K | — |
| LPL FINANCIAL CORPORATION | 04-3046611 | — | SERVICE PROVIDER | $0 | — |
Investments
26 direct securities · 12 pooled funds· $19.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$11.3M
26 holdings
Common Collective Trust
$8.6M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.5M | 9.2% | |
| JP Morgan JPMorgan LgCp Grw Fnd R6 | — | — | — | $1.5M | 9.1% | |
| NUVEEN LIFECYCLE INDEX 2055 R SEI DWIGHT FUNDS · EIN 85-3165477 / PN 043 | Common Collective Trust | — | — | $1.4M | 8.5% | |
| Nuveen Lifecycle Idx 2055 R | — | — | — | $1.3M | 8.2% | |
| NUVEEN LIFECYCLE INDEX 2045 R SEI DWIGHT FUNDS · EIN 85-3115258 / PN 043 | Common Collective Trust | — | — | $1.2M | 7.6% | |
| Nuveen Lifecycle Idx 2045 R | — | — | — | $1.2M | 7.1% | |
| NUVEEN LIFECYCLE INDEX 2035 R SEI DWIGHT FUNDS · EIN 85-3078653 / PN 043 | Common Collective Trust | — | — | $1.1M | 6.6% | |
| NUVEEN LIFECYCLE INDEX 2060 R SEI DWIGHT FUNDS · EIN 85-3177591 / PN 043 | Common Collective Trust | — | — | $986K | 6.0% | |
| NUVEEN LIFECYCLE INDEX 2030 R SEI DWIGHT FUNDS · EIN 85-3029802 / PN 043 | Common Collective Trust | — | — | $959K | 5.9% | |
| NUVEEN LIFECYCLE INDEX 2040 R SEI DWIGHT FUNDS · EIN 85-3093428 / PN 043 | Common Collective Trust | — | — | $955K | 5.8% | |
| NUVEEN LIFECYCLE INDEX 2050 R SEI DWIGHT FUNDS · EIN 85-3138760 / PN 043 | Common Collective Trust | — | — | $953K | 5.8% | |
| Nuveen Lifecycle Idx 2035 R | — | — | — | $952K | 5.8% | |
| Vanguard Vangrd Small-Cap Index Fnd Adm | — | — | — | $867K | 5.3% | |
| NUVEEN LIFECYCLE INDEX 2025 R SEI DWIGHT FUNDS · EIN 85-3015123 / PN 043 | Common Collective Trust | — | — | $623K | 3.8% | |
| MFS Intl Eqty Fnd R6 | — | — | — | $599K | 3.7% | |
| Fidelity Investments Fidelity Adv Capital & Inc Z | — | — | — | $435K | 2.7% | |
| Prudential AST Large-Cap Growth | — | — | — | $404K | 2.5% | |
| NUVEEN LIFECYCLE INDEX 2065 R SEI DWIGHT FUNDS · EIN 85-3241339 / PN 043 | Common Collective Trust | — | — | $349K | 2.1% | |
| Putnam Lrg Cp Val Fd - Cl R6 | — | — | — | $348K | 2.1% | |
| Invesco Core Plus Bond Fund R6 | — | — | — | $342K | 2.1% | |
| Invesco Equity & Income Fd R6 | — | — | — | $254K | 1.6% | |
| Prudential AST Small-Cap Equity | — | — | — | $234K | 1.4% | |
| Vanguard Vangrd Mid-Cap Index Fund Adm | — | — | — | $224K | 1.4% | |
| Voya Fixed Account (4450) | — | — | — | $219K | 1.3% | |
| Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $173K | 1.1% | |
| Prudential AST Core Fixed Income | — | — | — | $156K | 1.0% | |
| Nuveen Lifecycle Idx 2035 | — | — | — | $129K | 0.8% | |
| Maturities range from 2025 to 2029. | — | — | — | $110K | 0.7% | |
| Janus Henderson Janus Hndr Balanced Fund N | — | — | — | $101K | 0.6% | |
| in (b) Identity of issue, borrower, maturity date, rate of interest, collateral, par, (d) (e) Current Interest lessor, or similar party or maturity value Cost value American Funds American Funds New World R6 | — | — | — | $86K | 0.5% | |
| Nuveen Lifecycle Idx 2045 | — | — | — | $68K | 0.4% | |
| Nuveen Lifecycle Idx 2055 | — | — | — | $46K | 0.3% | |
| PIMCO Income Fund Ins | — | — | — | $44K | 0.3% | |
| NUVEEN LIFECYCLE INDEX 2020 R SEI DWIGHT FUNDS · EIN 85-2999137 / PN 043 | Common Collective Trust | — | — | $42K | 0.3% | |
| NUVEEN LIFECYCLE INDEX 2010 R SEI DWIGHT FUNDS · EIN 85-2937849 / PN 043 | Common Collective Trust | — | — | $35K | 0.2% | |
| NUVEEN LIFECYCLE INDEX 2015 R SEI DWIGHT FUNDS · EIN 85-2959174 / PN 043 | Common Collective Trust | — | — | $26K | 0.2% | |
| Choen & Steers Cohen&Steers Inst Rl Shares | — | — | — | $11K | <0.1% | |
| Fidelity Investments Fidelity Adv Mult-Ast Inc Fd Z | — | — | — | $7K | <0.1% |