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Original filing (PDF)20250924161743NAL0009456947001
WEIFIELD GROUP HOLDINGS, LLC
Form 5500
FILING_RECEIVED
WEIFIELD GROUP 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
703
Accounts w/ balance
438
Plan assets (EOY)
$18.6M
Net assets (EOY)
$18.6M
How this plan invests
This plan
25 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 63 bps in Schedule C fees — 119% above peer band of 29 bps.
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEIFIELD GROUP HOLDINGS, LLC.
Plan sponsor
Name
WEIFIELD GROUP HOLDINGS, LLC
EIN
26-1697361
Address
6950 SOUTH JORDAN ROAD · CENTENNIAL, CO · 80112
Phone
(303) 407-6646
Industry
Electrical Contractors· 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
2025-09-24
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $87K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY-PLAN | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE | 39-1816008 | — | THIRD PARTY ADMINISTRATO | $27K | — |
Investments
5 direct securities · 25 pooled funds· $18.4M(99% 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.
Pooled Separate Account
$17.5M
25 holdings
Uncategorized
$871K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $2.2M | 11.8% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989803 / PN 678 | Pooled Separate Account | — | — | $2.0M | 10.9% | |
| STATE STREET RUSSELL LG CAP GR INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989799 / PN 122 | Pooled Separate Account | — | — | $1.9M | 10.2% | |
| STATE STREET U.S. BD INDEX RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $1.5M | 8.2% | |
| INVESCO COMSTOCK RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 865 | Pooled Separate Account | — | — | $1.4M | 7.5% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989805 / PN 680 | Pooled Separate Account | — | — | $1.4M | 7.4% | |
| AMERICAN FUNDS AMCAP RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 840 | Pooled Separate Account | — | — | $1.3M | 7.1% | |
| STATE STREET INTERNATNL INDEX RET O TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $870K | 4.7% | |
| STATE STREET RUSSELL LRG CAP VAL IN TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | — | $861K | 4.6% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989800 / PN 683 | Pooled Separate Account | — | — | $640K | 3.4% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2055 RET OPT (extraction pending)] | — | — | — | $572K | 3.1% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $572K | 3.1% | |
| STATE STREET RUSSELL SM CAP GR INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989798 / PN 121 | Pooled Separate Account | — | — | $456K | 2.5% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $433K | 2.3% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989804 / PN 679 | Pooled Separate Account | — | — | $359K | 1.9% | |
| STATE STREET RUSSELL SM CCAP INDEX TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $318K | 1.7% | |
| STATE STREET EMERGING MRKTS INDEX R TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 117 | Pooled Separate Account | — | — | $301K | 1.6% | |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $277K | 1.5% | |
| [DFE: TA VANGUARD LIFESTRATEGY MODERATE GROWTH RET OPT (extraction pending)] | — | — | — | $210K | 1.1% | |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 504 | Pooled Separate Account | — | — | $210K | 1.1% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989806 / PN 681 | Pooled Separate Account | — | — | $187K | 1.0% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $149K | 0.8% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989802 / PN 677 | Pooled Separate Account | — | — | $58K | 0.3% | |
| [DFE: TA VANGUARD LIFESTRATEGY GROWTH RET OPT (extraction pending)] | — | — | — | $38K | 0.2% | |
| STATE STEET PRTN SERIES WITH TA AGG TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 502 | Pooled Separate Account | — | — | $38K | 0.2% | |
| [DFE: TA VANGUARD LIFESTRATEGY INCOME RET OPT (extraction pending)] | — | — | — | $30K | 0.2% | |
| STATE STEET PRTN SERIES WITH TA CON TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 503 | Pooled Separate Account | — | — | $30K | 0.2% | |
| [DFE: TA BLACKROCK LIFEPATH INDEX 2060 RET OPT (extraction pending)] | — | — | — | $22K | 0.1% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $22K | 0.1% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989801 / PN 676 | Pooled Separate Account | — | — | $4K | <0.1% |
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