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Original filing (PDF)20251002084539NAL0000162579001
WOHLSEN CONSTRUCTION COMPANY
Form 5500
FILING_RECEIVED
WOHLSEN CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
98% in single holding98% employer stock
Active participants
261
Accounts w/ balance
362
Plan assets (EOY)
$31.8M
Net assets (EOY)
$13.1M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
50
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Wohlsen Construction Company Common stock" is 98% of plan.
- 98% of plan in employer / sponsor stock.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOHLSEN CONSTRUCTION COMPANY.
Plan sponsor
Name
WOHLSEN CONSTRUCTION COMPANY
EIN
23-1542546
Address
548 STEEL WAY · LANCASTER, PA · 17604
Phone
(717) 299-2500
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
RKL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AEGIS TRUST COMPANY | 62-1437218 | — | CUSTODIAN | $30K | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL | 42-0127290 | — | RECORDKEEPER/BOOKKEEPER | $43K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HDH | 27-5464509 | — | VALUATION SERVICES | $8K | — |
Investments
2 direct securities· $31.8M(100% of reported assets)
Common Stocks
$31.0M
1 holding
Uncategorized
$785K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * Wohlsen Construction Company Common stock | Common Stocks | — | $20.4M | $31.0M | 97.5% | |
| Interest Bearing Cash ** Federated Hermes Government Obligations Fund | — | — | $785K | $785K | 2.5% |
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