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Original filing (PDF)20251014101942NAL0003639744001
W.G. TOMKO, INCORPORATED
Form 5500
FILING_RECEIVED
W.G. TOMKO, INCORPORATED PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
118
Accounts w/ balance
123
Plan assets (EOY)
$18.8M
Net assets (EOY)
$18.8M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "VANGUARD TOT STK MKT IDX ADMRL Registered Investment Company" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for W.G. TOMKO, INCORPORATED.
Plan sponsor
Name
W.G. TOMKO, INCORPORATED
EIN
25-1210576
Address
2559 ROUTE 88 · FINLEYVILLE, PA · 15332
Phone
(724) 348-2000
Industry
Constructionsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HILL, BARTH & KING LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCKINGHAM ASSET MANAGEMENT | 20-8306720 | — | NONE | $44K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $16K | — |
Investments
31 direct securities · 1 pooled fund· $18.2M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$17.4M
31 holdings
Common Collective Trust
$744K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TOT STK MKT IDX ADMRL Registered Investment Company | — | — | — | $4.8M | 25.4% | |
| VGD INTERM TERM TRSY IDX ADM Registered Investment Company | — | — | — | $2.2M | 11.8% | |
| SCHWAB BANK SAVINGS Money Market / Cash Equivalent | — | — | — | $1.9M | 10.3% | |
| VANGUARD DEVELOPED MKT IDX ADM Registered Investment Company | — | — | — | $1.5M | 7.9% | |
| VANGUARD TARGET RETIREMNT 2035 Registered Investment Company | — | — | — | $1.4M | 7.6% | |
| DFA ST EXTENDED QUALITY INSTL Registered Investment Company | — | — | — | $971K | 5.2% | |
| VANGUARD MID CAP INDEX ADMIRAL Registered Investment Company | — | — | — | $838K | 4.5% | |
| RELIANCE TR CO SVF CIT SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $744K | 4.0% | |
| DFA U.S. TARGETED VALUE CL I Registered Investment Company | — | — | — | $564K | 3.0% | |
| VANGUARD SMALL CAP GRTH INDEX Registered Investment Company | — | — | — | $487K | 2.6% | |
| VANGUARD EMRG MKTS INDEX ADM Registered Investment Company | — | — | — | $430K | 2.3% | |
| VANGUARD TARGET RETIREMNT 2055 Registered Investment Company | — | — | — | $350K | 1.9% | |
| DFA INTL SMALL CAP VALUE Registered Investment Company | — | — | — | $343K | 1.8% | |
| DFA GLOBAL REAL ESTATE SEC Registered Investment Company | — | — | — | $289K | 1.5% | |
| VANGUARD TARGET RETIREMNT 2050 Registered Investment Company | — | — | — | $142K | 0.8% | |
| VANGUARD TARGET RETIREMNT 2045 Registered Investment Company | — | — | — | $128K | 0.7% | |
| DFA US LARGE CAP VALUE III Registered Investment Company | — | — | — | $119K | 0.6% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $117K | 0.6% | |
| VANGUARD MDCP GRTH INDEX ADM Registered Investment Company | — | — | — | $99K | 0.5% | |
| VANGUARD TARGET RETIREMNT 2030 Registered Investment Company | — | — | — | $97K | 0.5% | |
| DFA EMERGING MARKETS CORE EQ Registered Investment Company | — | — | — | $89K | 0.5% | |
| VANGUARD SHRT TERM INFL PRO Registered Investment Company | — | — | — | $87K | 0.5% | |
| VANGUARD SMALL CAP INDEX ADMRL Registered Investment Company | — | — | — | $83K | 0.4% | |
| VANGUARD TARGET RETIREMNT 2065 Registered Investment Company | — | — | — | $79K | 0.4% | |
| VANGUARD GROWTH INDEX ADMIRAL Registered Investment Company | — | — | — | $53K | 0.3% | |
| VANGUARD TARGET RETIREMNT 2020 Registered Investment Company | — | — | — | $48K | 0.3% | |
| VANGUARD TARGET RETIREMNT 2060 Registered Investment Company | — | — | — | $47K | 0.2% | |
| VANGUARD TARGET RETMT INCOME Registered Investment Company | — | — | — | $37K | 0.2% | |
| VANGUARD TARGET RETIREMNT 2040 Registered Investment Company | — | — | — | $29K | 0.2% | |
| VANGUARD TARGET RETIREMNT 2025 Registered Investment Company | — | — | — | $26K | 0.1% | |
| VANGUARD 500 INDEX ADMIRAL Registered Investment Company | — | — | — | $9K | <0.1% | |
| VANGUARD MID CAP VALUE IDX ADM Registered Investment Company | — | — | — | $5K | <0.1% |
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