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Original filing (PDF)20251015102757NAL0002145411002
OLD WORLD INDUSTRIES, LLC
Form 5500
FILING_RECEIVED
OLD WORLD 401(K) PLAN
401(k) retirement plan
Active participants
397
Accounts w/ balance
607
Plan assets (EOY)
$71.8M
Net assets (EOY)
$71.8M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLD WORLD INDUSTRIES, LLC.
Plan sponsor
Name
OLD WORLD INDUSTRIES, LLC
EIN
27-4128698
Address
3100 SANDERS ROAD, SUITE 500 · NORTHBROOK, IL · 60062
Phone
(847) 559-2136
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
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 RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $78K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $268 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
31 direct securities· $71.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retrmnt 2040 | — | — | — | $7.3M | 10.2% | |
| Vanguard Target Retrmnt 2030 | — | — | — | $7.1M | 9.9% | |
| Vanguard Target Retrmnt 2045 | — | — | — | $5.8M | 8.1% | |
| Vanguard 500 Index Adm | — | — | — | $5.8M | 8.1% | |
| Charles Schwab Instl Personal Choice Retment Account | — | — | — | $5.7M | 8.0% | |
| JPMorgan Lg Cap Gr R5 | — | — | — | $5.7M | 7.9% | |
| Vanguard Target Retrmnt 2035 | — | — | — | $5.6M | 7.8% | |
| Transamerica Life Ins Co Transamerica Guaranteed Inv Option | — | — | — | $3.6M | 5.0% | |
| Vanguard Target Retrmnt 2020 | — | — | — | $3.2M | 4.5% | |
| Vanguard Target Retrmnt 2055 | — | — | — | $3.2M | 4.4% | |
| Vanguard Target Retrmnt 2050 | — | — | — | $2.9M | 4.1% | |
| Vanguard Target Retrmnt 2025 | — | — | — | $2.4M | 3.4% | |
| Vanguard Target Retrmnt Inc | — | — | — | $1.4M | 1.9% | |
| Vanguard Eq Inc Adm | — | — | — | $1.3M | 1.8% | |
| Vanguard Mid Cap Index Adm | — | — | — | $1.1M | 1.5% | |
| Vanguard Total Bd Mkt Index Adm | — | — | — | $1.0M | 1.5% | |
| Vanguard Small Cap Index Adm | — | — | — | $1.0M | 1.4% | |
| Blackrock High Yield Bd Instl | — | — | — | $1.0M | 1.4% | |
| MFS Intl Eq R6 | — | — | — | $909K | 1.3% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $697K | 1.0% | |
| Vanguard Target Retrmnt 2060 | — | — | — | $681K | 0.9% | |
| Vanguard Target Retrmnt 2065 Inv | — | — | — | $679K | 0.9% | |
| Vanguard Inf-Protected Secs Adm | — | — | — | $603K | 0.8% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $575K | 0.8% | |
| Baird Core Plus Bd Inst | — | — | — | $554K | 0.8% | |
| Vanguard REIT Index Adm | — | — | — | $511K | 0.7% | |
| Vanguard Target Retrmnt 2070 Inv | — | — | — | $465K | 0.6% | |
| American Funds American Funds Small Cap World R6 | — | — | — | $365K | 0.5% | |
| American Funds American Funds New World R6 | — | — | — | $350K | 0.5% | |
| PIMCO All Asset Instl | — | — | — | $23K | <0.1% | |
| State Street State Street Instl US Govt Money Mkt Premier | — | — | — | $3K | <0.1% |
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