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Original filing (PDF)20250813140015NAL0008212787001
EDISON WELDING INSTITUTE, INC.
Form 5500
FILING_RECEIVED
EDISON WELDING INSTITUTE, INC. SALARY SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
137
Accounts w/ balance
270
Plan assets (EOY)
$46.3M
Net assets (EOY)
$46.3M
How this plan invests
This plan
4 pooled trusts
Schedule D
31 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.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDISON WELDING INSTITUTE, INC..
Plan sponsor
Name
EDISON WELDING INSTITUTE, INC.
EIN
31-1119893
Address
1250 ARTHUR E ADAMS DRIVE · COLUMBUS, OH · 432213560
Phone
(614) 688-5140
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-08-13
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART ADVISORS | — | DUBLIN, OH | NONE | $40K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $26K | — |
Investments
29 direct securities · 4 pooled funds· $46.3M(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
$40.4M
29 holdings
Common Collective Trust
$5.9M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $4.7M | 10.2% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $4.2M | 9.1% | |
| Dodge & Cox Income X Dodge 0 | — | — | — | $4.0M | 8.6% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $3.7M | 8.0% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.5M | 7.5% | |
| GG EUROPACIFIC GROWTH TRUST R1 GREAT GRAY TRUST · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $2.4M | 5.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.1M | 4.5% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $2.0M | 4.2% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $1.9M | 4.2% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $1.8M | 3.9% | |
| JPMorgan U.S. Equity R6 JP Morgan 0 | — | — | — | $1.7M | 3.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.5M | 3.2% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $1.4M | 3.0% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $1.3M | 2.9% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $1.3M | 2.8% | |
| Vanguard Health Care Index Adm Vanguard 0 | — | — | — | $1.2M | 2.7% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $1.0M | 2.3% | |
| American Funds New World R6 American Funds 0 | — | — | — | $1.0M | 2.2% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $1000K | 2.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $915K | 2.0% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $665K | 1.4% | |
| Vanguard Wellington Inv Vanguard 0 | — | — | — | $660K | 1.4% | |
| PGIM High Yield R6 PGIM 0 | — | — | — | $610K | 1.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $411K | 0.9% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $312K | 0.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $288K | 0.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $177K | 0.4% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $145K | 0.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $141K | 0.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $104K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $74K | 0.2% | |
| EMERGING MARKETS R1 GREAT GRAY TRUST · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORE PLUS BOND FUND II R1 GREAT GRAY TRUST · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $0 | <0.1% |