Original filing (PDF)20251013125344NAL0001979888001

W.J. BEITLER CO.

Name: W.J. BEITLER CO. — W.J. BEITLER CO. SAVINGS AND SECURITY PLAN, Form 5500 (2024)
Creator: W.J. BEITLER CO.

Form 5500

FILING_RECEIVED

W.J. BEITLER CO. SAVINGS AND SECURITY PLAN

401(k) retirement plan

Active participants

145

Accounts w/ balance

157

Plan assets (EOY)

$16.2M

Net assets (EOY)

$16.2M

How this plan invests

This plan

1 pooled trust

Schedule D

13 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for W.J. BEITLER CO..

Plan sponsor

Name

W.J. BEITLER CO.

EIN

25-0347689

Address

3379 STAFFORD STREET · PITTSBURGH, PA · 15204

Phone

(412) 771-4204

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$13K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES LLC	—	AUSTIN, TX	INVESTMENT ADVISOR	$52K	—

Investments

12 direct securities · 1 pooled fund· $16.2M(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

$13.1M

11 holdings

Common Collective Trust

$2.7M

1 holding

Participant loans

$364K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	American Funds Fundamental Investors R5 N/A	—	—	—	$2.7M	16.7%
	RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013

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