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Original filing (PDF)20250929115548NAL0011265633001
WETHERILL ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
WETHERILL ASSOCIATES, INC. RETIREMENT AND 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
368
Accounts w/ balance
513
Plan assets (EOY)
$27.3M
Net assets (EOY)
$27.3M
How this plan invests
This plan
29 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WETHERILL ASSOCIATES, INC..
Plan sponsor
Name
WETHERILL ASSOCIATES, INC.
EIN
23-2069598
Address
2841 CORPORATE WAY · MIRAMAR, FL · 33025
Phone
(954) 939-3163
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Investments
29 direct securities· $27.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Group, Inc TRP US EQ RSCH INV | — | — | — | $4.2M | 15.2% | |
| Fidelity Investments Fidelity Freedom 2030 Index Fund | — | — | — | $3.7M | 13.7% | |
| Fidelity Investments FID 500 Index | — | — | — | $3.3M | 12.0% | |
| Fidelity Investments Fidelity Freedom 2035 Index Fund | — | — | — | $2.8M | 10.2% | |
| Fidelity Investments Fidelity Freedom 2020 Index Fund | — | — | — | $2.2M | 8.0% | |
| Fidelity Investments Fidelity Freedom 2040 Index Fund | — | — | — | $2.2M | 7.9% | |
| Fidelity Investments Fidelity Freedom 2025 Index Fund | — | — | — | $1.6M | 5.8% | |
| Fidelity Investments Fidelity Freedom 2050 Index Fund | — | — | — | $1.3M | 4.8% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $1.2M | 4.4% | |
| Fidelity Investments Fidelity Freedom 2055 Index Fund | — | — | — | $875K | 3.2% | |
| T. Rowe Price Group, Inc TRP Growth Stock I | — | — | — | $673K | 2.5% | |
| Fidelity Investments Fidelity Freedom 2045 Index Fund | — | — | — | $669K | 2.5% | |
| PGIM Total Return Bond R6 | — | — | — | $364K | 1.3% | |
| than February 2030. | — | — | — | $338K | 1.2% | |
| Invesco Small Cap VAL Y | — | — | — | $302K | 1.1% | |
| Fidelity Investments Fidelity Freedom 2060 Index Fund | — | — | — | $296K | 1.1% | |
| JPMorgan Mid Cap Growth I | — | — | — | $262K | 1.0% | |
| American Funds AF WASH Mutual R5 | — | — | — | $252K | 0.9% | |
| Fidelity Investments Fidelity Freedom 2010 Index Fund | — | — | — | $190K | 0.7% | |
| Fidelity Investments FID GLB EX US Index 544 * Fidelity Investments FID MID CAP Index | — | — | — | $166K | 0.6% | |
| Fidelity Investments FID SM CAP Index | — | — | — | $147K | 0.5% | |
| American Funds AF EUROPAC Growth R6 | — | — | — | $125K | 0.5% | |
| Fidelity Investments Fidelity Freedom 2015 Index Fund | — | — | — | $66K | 0.2% | |
| Invesco Equity and Income Y | — | — | — | $43K | 0.2% | |
| Fidelity Investments Fidelity Freedom 2065 Index Fund | — | — | — | $40K | 0.1% | |
| Fidelity Investments Fidelity Freedom 2070 Index Fund 105 * Fidelity Investments Fidelity Freedom Income Index Fund | — | — | — | $31K | 0.1% | |
| Invesco Real Estate Y | — | — | — | $20K | <0.1% | |
| Invesco Develop MKT Y | — | — | — | $10K | <0.1% | |
| Fidelity Investments FID US BOND Index | — | — | — | $3K | <0.1% |
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