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Original filing (PDF)20240415170415NAL0004419170001
WENCOR GROUP, LLC
Form 5500
FILING_RECEIVED
WENCOR GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
6 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WENCOR GROUP, LLC.
Plan sponsor
Name
WENCOR GROUP, LLC
EIN
27-1732702
Address
416 DIVIDEND DR · PEACHTREE CITY, GA · 30269
Phone
(678) 490-0228
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-04-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WARREN AVERTT LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL RETIREMENT INSURANCE AND | 06-1050034 | — | NONE | $82K | — |
| USI ADVISORS INC | 06-1397347 | — | NONE | $31K | — |
Investments
6 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| REAL ESTATE/COHEN&STEERS PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 305 | Pooled Separate Account | $0 | — |
| LCG/AMERICAN CENTURY PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 253 | Pooled Separate Account | $0 | — |
| LCV/BARROW HANLEY PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 312 | Pooled Separate Account | $0 | — |
| MCG/ARTISAN PARTNER PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 185 | Pooled Separate Account | $0 | — |
| MCV/WELLINGTON PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 187 | Pooled Separate Account | $0 | — |
| PGIM QS US BROAD ID - ISP PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 671 | Pooled Separate Account | $0 | — |
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