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Original filing (PDF)20251002092255NAL0000839442001
WALNUT CREEK PLANING, LTD.
Form 5500
FILING_RECEIVED
WALNUT CREEK PLANING, LTD. 401(K) PLAN
401(k) retirement plan
Active participants
137
Accounts w/ balance
129
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
1 pooled trust
Schedule D
23 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 (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALNUT CREEK PLANING, LTD..
Plan sponsor
Name
WALNUT CREEK PLANING, LTD.
EIN
20-8214537
Address
5778 SR 515 · MILLERSBURG, OH · 44654
Phone
(330) 893-3244
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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
REA & ASSOCIATES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES | 34-1888990 | MANSFIELD, OH | RECORD KEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMMEL WEALTH MANAGEMENT | 47-2613993 | BERLIN, OH | FINANCIAL ADVISOR | $9K | — |
Investments
22 direct securities · 1 pooled fund· $6.8M(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
$6.4M
22 holdings
Common Collective Trust
$441K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DFA Global Equity Mutual Fund | — | — | — | $1.6M | 23.9% | |
| DFA Global 60/40 Portfolio Mutual Fund | — | — | — | $940K | 13.8% | |
| American Funds Trgt Ret 2050 Mutual Fund | — | — | — | $663K | 9.7% | |
| American Funds Trgt Ret 2040 Mutual Fund | — | — | — | $653K | 9.6% | |
| Permanent Portfolio Mutual Fund | — | — | — | $518K | 7.6% | |
| DFA Global 25/75 Portfolio Mutual Fund | — | — | — | $470K | 6.9% | |
| MORLEY STABLE VALUE FUND CLASS 25 UNION BOND AND TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $441K | 6.5% | |
| American Funds Trgt Ret 2060 Mutual Fund | — | — | — | $386K | 5.7% | |
| American Funds Trgt Ret 2030 Mutual Fund | — | — | — | $261K | 3.8% | |
| American Funds Trgt Ret 2035 Mutual Fund | — | — | — | $131K | 1.9% | |
| American Funds American Mutual Fund | — | — | — | $122K | 1.8% | |
| Vanguard 500 Index Mutual Fund | — | — | — | $117K | 1.7% | |
| American Funds Trgt Ret 2065 Mutual Fund | — | — | — | $110K | 1.6% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | — | $104K | 1.5% | |
| Invesco Balanced-Risk Allocation Mutual Fund | — | — | — | $68K | 1.0% | |
| American Funds Trgt Ret 2025 Mutual Fund | — | — | — | $60K | 0.9% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $40K | 0.6% | |
| Eventide Gilead Class I Mutual Fund | — | — | — | $39K | 0.6% | |
| American Funds Trgt Ret 2055 Mutual Fund | — | — | — | $29K | 0.4% | |
| Eventide Limited-Term Bond Fund Class I Mutual Fund | — | — | — | $18K | 0.3% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $11K | 0.2% | |
| American Funds Trgt Ret 2045 Mutual Fund | — | — | — | $8K | 0.1% | |
| Yacktman Fund Mutual Fund | — | — | — | $5K | <0.1% |
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