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Original filing (PDF)20250818122147NAL0000626931001
WH MIDWEST, LLC DBA WAYNE HOMES
Form 5500
FILING_RECEIVED
WH MIDWEST, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
151
Accounts w/ balance
190
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Knocking points off
- 58 bps in Schedule C fees — 101% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WH MIDWEST, LLC DBA WAYNE HOMES.
Plan sponsor
Name
WH MIDWEST, LLC DBA WAYNE HOMES
EIN
30-0588053
Address
3777 BOETTLER OAKS DRIVE · UNIONTOWN, OH · 44685
Phone
(330) 896-7611
Industry
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
2025-08-18
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)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
415 GROUP, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS INC | — | AKRON, OH | INVESTMENT ADVISOR | $26K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION CONSULTANTS | — | AKRON, OH | CONTRACT ADMIN | $11K | — |
Investments
23 direct securities · 5 pooled funds· $11.0M(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.
Uncategorized
$10.1M
23 holdings
Common Collective Trust
$823K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv Registered investment companies | — | — | — | $2.7M | 24.4% | |
| Vanguard Target Retirement 2040 Inv Registered investment companies | — | — | — | $1.2M | 10.9% | |
| Vanguard Large Cap Index Admiral Registered investment companies | — | — | — | $1.2M | 10.8% | |
| Vanguard Target Retirement 2045 Inv Registered investment companies | — | — | — | $869K | 7.9% | |
| Vanguard Target Retirement 2050 Inv Registered investment companies | — | — | — | $806K | 7.4% | |
| Vanguard Target Retirement 2055 Inv Registered investment companies | — | — | — | $685K | 6.2% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $385K | 3.5% | |
| Vanguard Target Retirement 2020 Inv Registered investment companies ** 620 Vanguard Target Retirement 2025 Inv Registered investment companies | — | — | — | $365K | 3.3% | |
| Vanguard Mid Cap Index Fund Admiral Registered investment companies | — | — | — | $352K | 3.2% | |
| Vanguard Total Intl Stock Index Admiral Registered investment companies | — | — | — | $329K | 3.0% | |
| Vanguard Target Retirement 2030 Inv Registered investment companies | — | — | — | $296K | 2.7% | |
| Vanguard Small Cap Index Admiral Registered investment companies | — | — | — | $286K | 2.6% | |
| Vanguard Target Retirement 2060 Inv Registered investment companies | — | — | — | $192K | 1.8% | |
| Notes receivable from participants 4.25% - 9.50% -0- | — | — | — | $192K | 1.8% | |
| LARGE CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $189K | 1.7% | |
| Key Guaranteed Portfolio Fund Guaranteed investment contract | — | — | — | $181K | 1.7% | |
| Vanguard Total Bond Market Index Admiral Registered investment companies | — | — | — | $178K | 1.6% | |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 001 | Common Collective Trust | — | — | $95K | 0.9% | |
| American Funds New Perspective R6 Registered investment companies | — | — | — | $81K | 0.7% | |
| MFS New Discovery Value R6 Registered investment companies | — | — | — | $80K | 0.7% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $78K | 0.7% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $76K | 0.7% | |
| Vanguard Emerging Mkts Stock Index Registered investment companies | — | — | — | $63K | 0.6% | |
| Vanguard Target Retirement 2065 Inv Registered investment companies | — | — | — | $52K | 0.5% | |
| Clearbridge Small Cap Growth IS Registered investment companies ** 1 Cohen & Steers Instl Realty Shares Registered investment companies | — | — | — | $34K | 0.3% | |
| Carillon Eagle Mid Cap Growth R6 Registered investment companies | — | — | — | $24K | 0.2% | |
| Vanguard Target Retirement Income Inv Registered investment companies | — | — | — | $21K | 0.2% | |
| Vanguard Target Retirement 2070 Inv Registered investment companies | — | — | — | $3K | <0.1% |
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