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Original filing (PDF)20251013180318NAL0000885603002
WAREHOUSE SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
WAREHOUSE SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
133
Accounts w/ balance
215
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
1 pooled trust
Schedule D
42 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.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAREHOUSE SOLUTIONS, INC..
Plan sponsor
Name
WAREHOUSE SOLUTIONS, INC.
EIN
22-3487141
Address
365 WEST PASSAIC STREET, SUITE 455 · ROCHELLE PARK, NJ · 07662
Phone
(201) 880-1110
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $6K | — |
Investments
42 direct securities · 1 pooled fund· $18.3M(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
$9.7M
42 holdings
Pooled Separate Account
$8.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA RET INS AND ANNUITY SEP ACCT D VOYA RET INS AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.7M | 85.6% | |
| Voya Index Solution 2050 Portfolio Z | — | — | — | $1.3M | 12.8% | |
| Vanguard 500 Index Fund Adm | — | — | — | $1.0M | 10.0% | |
| American Funds Fundamental Inv R6 | — | — | — | $869K | 8.6% | |
| Allianz Life Insurance Company of North America Allianz Index Advantage Variable Annuity | — | — | — | $858K | 8.5% | |
| Voya Index Solution 2025 Portfolio Z | — | — | — | $707K | 7.0% | |
| Voya Index Solution 2055 Portfolio Z | — | — | — | $479K | 4.7% | |
| Voya Index Solution 2045 Portfolio Z | — | — | — | $427K | 4.2% | |
| Vanguard Balanced Index Fund Adm | — | — | — | $407K | 4.0% | |
| Voya Index Solution 2035 Portfolio Z | — | — | — | $344K | 3.4% | |
| American Funds Growth Fund R6 | — | — | — | $295K | 2.9% | |
| Voya Index Solution 2060 Portfolio Z | — | — | — | $286K | 2.8% | |
| JPMorgan Lrg Cp Growth Fund R6 | — | — | — | $237K | 2.3% | |
| Voya Index Solution 2040 Portfolio Z | — | — | — | $227K | 2.2% | |
| Vanguard Developed Mkts Indx Fund Adm | — | — | — | $223K | 2.2% | |
| American Funds New World R6 | — | — | — | $205K | 2.0% | |
| Voya Index Solution Income Port Z | — | — | — | $195K | 1.9% | |
| Vanguard Mid-Cap Index Fund Adm | — | — | — | $175K | 1.7% | |
| American Funds Wash Mutual Inv R6 | — | — | — | $138K | 1.4% | |
| JPMorgan Equity Income Fund R6 | — | — | — | $124K | 1.2% | |
| DFA U.S. Small Cap Portfolio Inst | — | — | — | $119K | 1.2% | |
| Voya Index Solution 2030 Portfolio Z | — | — | — | $113K | 1.1% | |
| DFA Intl Core Equity Port Inst | — | — | — | $99K | 1.0% | |
| Voya Intermediate Bond Fund R6 | — | — | — | $72K | 0.7% | |
| Fidelity Sm Cp Ind Fund | — | — | — | $72K | 0.7% | |
| American Funds EuroPacific Grw R6 | — | — | — | $64K | 0.6% | |
| Lord Abbett Value Opportunities Fund R6 | — | — | — | $64K | 0.6% | |
| Voya Fixed Account | — | — | — | $63K | 0.6% | |
| Voya MidCap Opportunities Port R | — | — | — | $58K | 0.6% | |
| iShares U.S. Aggregate Bond in K | — | — | — | $53K | 0.5% | |
| August 22, 2029 | — | — | — | $53K | 0.5% | |
| DFA U.S. Targeted Value Port Inst | — | — | — | $48K | 0.5% | |
| Vanguard International Value | — | — | — | $39K | 0.4% | |
| DFA Real Estate Securities Port Inst | — | — | — | $36K | 0.4% | |
| PIMCO Real Return Fund Inst | — | — | — | $33K | 0.3% | |
| PIMCO Income Fund Inst | — | — | — | $32K | 0.3% | |
| Carillon Eagle Small Cap Growth R6 | — | — | — | $31K | 0.3% | |
| Brandywine Global Glbl Opp Bnd Fund IS | — | — | — | $29K | 0.3% | |
| Inv Global Fund R6 | — | — | — | $19K | 0.2% | |
| BlackRock High Yield Bond Port K | — | — | — | $17K | 0.2% | |
| DFA Global Real Estate Sec Port Inst | — | — | — | $17K | 0.2% | |
| Voya Index Solution 2065 Portfolio Z | — | — | — | $16K | 0.2% | |
| MFS Mid Cap Value Fund R6 | — | — | — | $5K | <0.1% |
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