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Original filing (PDF)20251015111427NAL0004681153001
WEIDNER PROPERTY MANAGEMENT LLC
Form 5500
FILING_RECEIVED
WEIDNER 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,574
Accounts w/ balance
1,729
Plan assets (EOY)
$63.2M
Net assets (EOY)
$63.2M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEIDNER PROPERTY MANAGEMENT LLC.
Plan sponsor
Name
WEIDNER PROPERTY MANAGEMENT LLC
EIN
26-1483797
Address
9757 NE JUANITA DR, STE. 300 · KIRKLAND, WA · 980344291
Phone
(425) 250-7313
Industry
Real Estatesee 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
2025-10-15
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)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $113K | — |
Investments
35 direct securities· $63.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Registered investment company | — | — | — | $13.6M | 21.5% | |
| Vanguard 500 Index Fund Registered investment company | — | — | — | $10.8M | 17.1% | |
| Vanguard Target Retirement 2035 Fund Registered investment company | — | — | — | $6.0M | 9.5% | |
| Vanguard Target Retirement 2060 Fund Registered investment company | — | — | — | $3.5M | 5.5% | |
| Vanguard Target Retirement 2025 Fund Registered investment company | — | — | — | $3.0M | 4.8% | |
| Vanguard Target Retirement 2055 Fund Registered investment company | — | — | — | $2.7M | 4.3% | |
| Vanguard Target Retirement 2050 Fund Registered investment company | — | — | — | $2.4M | 3.8% | |
| Fidelity Blue Chip Growth Fund Registered investment company | — | — | — | $2.2M | 3.4% | |
| Columbia Dividend Income Fund Registered investment company | — | — | — | $1.8M | 2.9% | |
| Principal Fixed Income Guaranteed Option Guaranteed investment contract | — | — | — | $1.5M | 2.4% | |
| Vanguard Target Retirement 2030 Fund Registered investment company | — | — | — | $1.4M | 2.3% | |
| Vanguard Target Retirement 2040 Fund Registered investment company | — | — | — | $1.4M | 2.2% | |
| Vanguard Developed Markets Index Fund Registered investment company | — | — | — | $1.4M | 2.2% | |
| Notes receivable from participants Maturing through February 2052, with interest ranging from 4.25% - 9.50% - | — | — | — | $1.4M | 2.1% | |
| Vanguard Mid-Cap Index Fund Registered investment company | — | — | — | $1.3M | 2.0% | |
| Vanguard Small-Cap Index Fund Registered investment company | — | — | — | $911K | 1.4% | |
| Janus Henderson Venture Fund Registered investment company | — | — | — | $841K | 1.3% | |
| BlackRock Mid-Cap Growth Equity Portfolio Registered investment company | — | — | — | $824K | 1.3% | |
| American Century Mid Cap Value Fund Registered investment company | — | — | — | $803K | 1.3% | |
| Vanguard Balanced Index Fund Registered investment company | — | — | — | $762K | 1.2% | |
| Vanguard Target Retirement Income Fund Registered investment company | — | — | — | $700K | 1.1% | |
| Allspring Special Small Cap Value Fund Registered investment company | — | — | — | $604K | 1.0% | |
| PIMCO Diversified Income Fund Registered investment company | — | — | — | $597K | 0.9% | |
| Vanguard Target Retirement 2065 Fund Registered investment company | — | — | — | $392K | 0.6% | |
| Vanguard FTSE Social Index Fund Registered investment company | — | — | — | $381K | 0.6% | |
| John Hancock Bond Trust/MA Registered investment company | — | — | — | $346K | 0.5% | |
| Janus Henderson Global Equity Income Fund Registered investment company | — | — | — | $323K | 0.5% | |
| Vanguard Real Estate Index Fund Registered investment company | — | — | — | $264K | 0.4% | |
| BlackRock High Yield Portfolio Registered investment company | — | — | — | $259K | 0.4% | |
| Vanguard Target Retirement 2020 Fund Registered investment company | — | — | — | $208K | 0.3% | |
| Vanguard Inflation-Protected Securities Fund Registered investment company | — | — | — | $125K | 0.2% | |
| Vanguard Intermediate-Term Bond Index Fund Registered investment company ** Vanguard Short-Term Investment Grade Fund Registered investment company | — | — | — | $110K | 0.2% | |
| ClearBridge International Growth Fund Registered investment company | — | — | — | $104K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Registered investment company | — | — | — | $83K | 0.1% | |
| Columbia Commodity Strategy Fund Registered investment company | — | — | — | $74K | 0.1% |