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Original filing (PDF)20250929084333NAL0011910400001
WILO USA LLC
Form 5500
FILING_RECEIVED
WILO USA LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
451
Accounts w/ balance
487
Plan assets (EOY)
$30.9M
Net assets (EOY)
$30.9M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILO USA LLC.
Plan sponsor
Name
WILO USA LLC
EIN
20-1923480
Address
W66 N1253 FORWARD WAY · CEDARBURG, WI · 53012
Phone
(262) 204-6413
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
2025-09-29
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)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REILLY,PENNER & BENTON,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP LLC | — | MORRISTOWN, NJ | INVESTMENT ADVISOR | $76K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REILLY, PENNER & BENTON LLP | — | MILWAUKEE, WI | AUDITOR | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
32 direct securities· $30.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2025 Registered Investment Company | — | — | — | $2.9M | 9.3% | |
| Fidelity 500 Index Registered Investment Company | — | — | — | $2.7M | 8.8% | |
| Fidelity Freedom Index 2030 Registered Investment Company | — | — | — | $2.6M | 8.5% | |
| Fidelity Freedom Index 2040 Registered Investment Company | — | — | — | $2.4M | 7.9% | |
| JPMorgan Large Cap Growth Registered Investment Company | — | — | — | $1.8M | 5.9% | |
| Fidelity Freedom Index 2035 Registered Investment Company | — | — | — | $1.8M | 5.8% | |
| Fidelity US Bond Index Registered Investment Company | — | — | — | $1.7M | 5.5% | |
| Fidelity Freedom Index 2055 Registered Investment Company | — | — | — | $1.2M | 4.0% | |
| Fidelity International Index Registered Investment Company | — | — | — | $1.2M | 3.8% | |
| Fidelity Freedom Index 2045 Registered Investment Company | — | — | — | $1.2M | 3.8% | |
| Putnam Large Cap Value Registered Investment Company | — | — | — | $1.0M | 3.3% | |
| Fidelity Freedom Index 2050 Registered Investment Company | — | — | — | $983K | 3.2% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $898K | 2.9% | |
| American Funds American Balanced Registered Investment Company | — | — | — | $692K | 2.2% | |
| JPMorgan Income Registered Investment Company | — | — | — | $661K | 2.1% | |
| American Funds Bond Fund of America Registered Investment Company | — | — | — | $621K | 2.0% | |
| JPMorgan Mid Cap Growth Registered Investment Company | — | — | — | $606K | 2.0% | |
| MFS International Growth Registered Investment Company | — | — | — | $596K | 1.9% | |
| Fidelity Freedom Index 2060 Registered Investment Company | — | — | — | $573K | 1.9% | |
| American Funds New World Registered Investment Company | — | — | — | $530K | 1.7% | |
| Putnam International Value Registered Investment Company | — | — | — | $527K | 1.7% | |
| Participant Loans 5.25% - 10.50% -0- | — | — | — | $512K | 1.7% | |
| Blackrock Mid-Cap Value Registered Investment Company | — | — | — | $491K | 1.6% | |
| Fidelity Advisor International Small Cap Registered Investment Company | — | — | — | $444K | 1.4% | |
| Empower Annuity Insurance Company of America Guaranteed Investment Contract | — | — | — | $443K | 1.4% | |
| Fidelity Freedom Index 2065 Registered Investment Company | — | — | — | $360K | 1.2% | |
| Fidelity Small Cap Index Registered Investment Company | — | — | — | $357K | 1.2% | |
| DFA Real Estate Securities Registered Investment Company | — | — | — | $272K | 0.9% | |
| American Century Small Cap Growth Registered Investment Company | — | — | — | $249K | 0.8% | |
| Fidelity Freedom Index 2020 Registered Investment Company | — | — | — | $205K | 0.7% | |
| Fidelity Freedom Index Income Institutional Registered Investment Company | — | — | — | $179K | 0.6% | |
| DFA US Small Cap Value Registered Investment Company | — | — | — | $119K | 0.4% |