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Original filing (PDF)20250725173823NAL0017845202001
VIWINCO, INC.
Form 5500
FILING_RECEIVED
VIWINCO, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
367
Accounts w/ balance
248
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "Empower Key Guaranteed Portfolio Fund" is 32% of plan.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIWINCO, INC..
Plan sponsor
Name
VIWINCO, INC.
EIN
23-2222961
Address
851 HEMLOCK ROAD · MORGANTOWN, PA · 19543
Phone
(610) 286-8884
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
2025-07-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARENA, SNYDER & DUNLAP, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | BROKER/ADVISER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARENA SNYDER & DUNLAP LLP | — | EXTON, PA | AUDITOR | $73 | — |
Investments
26 direct securities· $8.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Key Guaranteed Portfolio Fund | — | — | $2.5M | $2.7M | 32.8% | |
| Empower S&P 500 Index Fund | — | — | $977K | $1.3M | 15.4% | |
| Calvert Income Fund A | — | — | $630K | $574K | 7.0% | |
| American Funds Growth Fund of America R3 | — | — | $329K | $460K | 5.6% | |
| Empower Lifetime 2035 Fund | — | — | $436K | $428K | 5.2% | |
| American Funds Fundamental Investors R3 | — | — | $279K | $392K | 4.8% | |
| Davis Opportunity Fund A | — | — | $280K | $314K | 3.8% | |
| Empower Moderately Conservative Profile Fund | — | — | $312K | $300K | 3.6% | |
| Empower Lifetime 2055 Fund | — | — | $223K | $229K | 2.8% | |
| Empower Lifetime 2045 Fund | — | — | $229K | $227K | 2.8% | |
| Participant notes Maturing January 2025 - April 2032 4.25% to 9.50% - | — | — | — | $214K | 2.6% | |
| PARTICIPANT LOANS VARIOUS | — | — | $214K | $214K | 2.6% | |
| Empower Moderately Aggressive Profile Fund | — | — | $159K | $153K | 1.9% | |
| Empower Aggressive Profile Fund | — | — | $136K | $130K | 1.6% | |
| Empower Moderate Profile Fund | — | — | $132K | $127K | 1.5% | |
| American Funds U.S. Government Securities R3 | — | — | $141K | $125K | 1.5% | |
| Oakmark Equity & Income Fund | — | — | $117K | $125K | 1.5% | |
| Empower Lifetime 2025 Fund | — | — | $120K | $117K | 1.4% | |
| American Funds Europacific Growth R3 | — | — | $94K | $97K | 1.2% | |
| Empower Conservative Profile Fund | — | — | $71K | $69K | 0.8% | |
| American Beacon Small Cap Value Fund | — | — | $50K | $49K | 0.6% | |
| American Century Real Estate | — | — | $39K | $41K | 0.5% | |
| BlackRock Advantage Large Cap Growth Fund | — | — | $34K | $34K | 0.4% | |
| Invesco Global Fund A | — | — | $24K | $24K | 0.3% | |
| Davis New York Venture Fund A | — | — | $24K | $22K | 0.3% | |
| Empower Lifetime 2015 Fund | — | — | $14K | $13K | 0.2% |
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