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Original filing (PDF)20250904121258NAL0009722243001
JOHNSTOWN WIRE TECHNOLOGIES INC. DBA LIBERTY WIRE JOHNSTOWN
Form 5500
FILING_RECEIVED
JOHNSTOWN WIRE TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
250
Accounts w/ balance
245
Plan assets (EOY)
$42.9M
Net assets (EOY)
$42.9M
How this plan invests
This plan
11 pooled trusts
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSTOWN WIRE TECHNOLOGIES INC. DBA LIBERTY WIRE JOHNSTOWN.
Plan sponsor
Name
JOHNSTOWN WIRE TECHNOLOGIES INC. DBA LIBERTY WIRE JOHNSTOWN
EIN
25-1694672
Address
124 LAUREL AVE · JOHNSTOWN, PA · 15906
Phone
(814) 532-5610
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
2025-09-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
WESSEL & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
40 direct securities · 11 pooled funds· $42.9M(100% 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.
Common Collective Trust
$22.5M
11 holdings
Uncategorized
$20.4M
40 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PATHROAD LONG TERM EQUITY INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080047 / PN 001 | Common Collective Trust | — | — | $7.7M | 17.8% | |
| The Vanguard Group Vanguard Institutional Index Fund | — | — | — | $7.4M | 17.2% | |
| PATHROAD BALANCED GROWTH & INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080038 / PN 001 | Common Collective Trust | — | — | $4.9M | 11.4% | |
| PATHROAD CAPITAL APPRECIATION & INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080043 / PN 001 | Common Collective Trust | — | — | $3.6M | 8.5% | |
| PATHROAD CONSERVATIVE GROWTH & INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080035 / PN 001 | Common Collective Trust | — | — | $3.0M | 7.1% | |
| FEDERATED CAPITAL PRESERVATION FEDERATED INVESTORS INC · EIN 22-2711285 / PN 001 | Common Collective Trust | — | — | $1.8M | 4.2% | |
| Fidelity Investments Fidelity Advanced Growth Opportunity Fund | — | — | — | $1.2M | 2.8% | |
| T. Rowe Price T. Rowe Price Health Sciences Fund | — | — | — | $1.2M | 2.8% | |
| Fidelity Investments Fidelity Low-Priced Stock Fund | — | — | — | $1.1M | 2.4% | |
| PrimeCap Odyssey Funds PrimeCap Odyssey Aggressive Growth Fund | — | — | — | $1.0M | 2.4% | |
| Goldman Sachs Asset Management Goldman Sachs Financial Square Government Fund | — | — | — | $936K | 2.2% | |
| The Vanguard Group Vanguard Equity Income Fund | — | — | — | $909K | 2.1% | |
| Participant Notes Receivable Interest Rates Ranging from 5.50% to 10.50% | — | — | — | $908K | 2.1% | |
| Fidelity Investments Fidelity Advanced Technology Fund | — | — | — | $858K | 2.0% | |
| PATHROAD CONSERVATIVE FIX INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080030 / PN 001 | Common Collective Trust | — | — | $756K | 1.8% | |
| T. Rowe Price T. Rowe Price Capital Appreciation | — | — | — | $482K | 1.1% | |
| PIMCO Funds Pimco Income Fund | — | — | — | $479K | 1.1% | |
| The Vanguard Group Vanguard Total Bond Market Index Fund | — | — | — | $475K | 1.1% | |
| The Vanguard Group Vanguard Mid Cap Index Fund | — | — | — | $417K | 1.0% | |
| Goldman Sachs Asset Management Goldman Sachs Treasury Obligations Fund | — | — | — | $377K | 0.9% | |
| PATHROAD INTERMEDIATE TERM FIX INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 54-2080032 / PN 001 | Common Collective Trust | — | — | $359K | 0.8% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $302K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $264K | 0.6% | |
| Invesco International Small-Mid Co. | — | — | — | $253K | 0.6% | |
| The Vanguard Group Vanguard Emerging Markets Bond | — | — | — | $239K | 0.6% | |
| The Vanguard Group Vanguard International | — | — | — | $231K | 0.5% | |
| PATHROAD STRATEGIC LONG TERM EQUITY AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 82-1912135 / PN 001 | Common Collective Trust | — | — | $221K | 0.5% | |
| Dodge and Cox Balanced Fund | — | — | — | $213K | 0.5% | |
| T. Rowe Price T. Rowe Price Real Asset I | — | — | — | $187K | 0.4% | |
| Virtus KAR Small Gap Growth | — | — | — | $175K | 0.4% | |
| PIMCO Funds Pimco Total Return Fund | — | — | — | $152K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $117K | 0.3% | |
| T. Rowe Price T. Rowe Price Financial Services Fund | — | — | — | $95K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $73K | 0.2% | |
| Nuveen Real Estate Securities Select Fun | — | — | — | $63K | 0.1% | |
| PATHROAD STRATEGIC BAL GROWTH INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 82-1945731 / PN 001 | Common Collective Trust | — | — | $59K | 0.1% | |
| PATHROAD STRATEGIC CAP APPRECIATION AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 82-1933023 / PN 001 | Common Collective Trust | — | — | $58K | 0.1% | |
| The Vanguard Group Vanguard Small Cap Index Fund | — | — | — | $51K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $49K | 0.1% | |
| PIMCO Funds Pimco GNMA Fund | — | — | — | $46K | 0.1% | |
| BlackRock Mid Capital Growth Equity | — | — | — | $43K | 0.1% | |
| Calvert US Large-Cap Growth Responsible Index Fund | — | — | — | $42K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $40K | <0.1% | |
| Loomis Sayles & Company Loomis Sayles Bond Fund ** 1 Natixis Global Asset Management Loomis Sayles Limited Term Govt & Agency Fund | — | — | — | $31K | <0.1% | |
| John Hancock John Hancock Funds III Disc Value Mid Cap | — | — | — | $25K | <0.1% | |
| Federated Investors Federated Hermes Institutional High Yield | — | — | — | $22K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $9K | <0.1% | |
| PATHROAD STRATEGIC CONSERV GTH INC AMERISERV WEALTH & CAPITAL MANAGEMENT · EIN 82-1960703 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% | |
| Fidelity Investments Fidelity Advanced Emerging Market Fund | — | — | — | $8K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund | — | — | — | $7K | <0.1% | |
| T. Rowe Price T. Rowe Price International Discovery | — | — | — | $6K | <0.1% |
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