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Original filing (PDF)20251002135409NAL0000581105001
WD PARTNERS, INC.
Form 5500
FILING_RECEIVED
W D PARTNERS PROFIT SHARING PLAN
401(k) retirement plan
Active participants
285
Accounts w/ balance
380
Plan assets (EOY)
$39.7M
Net assets (EOY)
$39.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
26 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 (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WD PARTNERS, INC..
Plan sponsor
Name
WD PARTNERS, INC.
EIN
31-1451869
Address
7007 DISCOVERY BOULEVARD · DUBLIN, OH · 43017
Phone
(614) 634-7000
Industry
Professional & Technical Servicessee 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
2025-10-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHALEN & COMPANY CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $32K | — |
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHALEN & COMPANY, CPAS | 31-0984945 | — | ACCOUNTANT/AUDITOR | $18K | — |
Investments
25 direct securities · 2 pooled funds· $39.7M(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
$38.6M
25 holdings
Common Collective Trust
$1.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 N/A | — | — | — | $4.4M | 11.1% | |
| Fidelity 500 Index Fund N/A | — | — | — | $4.0M | 10.1% | |
| Capital Group American Fund Target Date 2050 R6 N/A | — | — | — | $3.1M | 7.8% | |
| Capital Group American Fund Target Date 2045 R6 N/A | — | — | — | $2.9M | 7.4% | |
| Capital Group American Fund Target Date 2040 R6 N/A | — | — | — | $2.8M | 7.0% | |
| Capital Group American Fund Target Date 2035 R6 N/A | — | — | — | $2.7M | 6.7% | |
| Janus Henderson Janus Henderson Enterprise Fund Class T N/A | — | — | — | $2.1M | 5.3% | |
| Columbia Dividend Income Institutional Class Fund N/A | — | — | — | $2.0M | 4.9% | |
| Janus Henderson Janus Henderson Triton Fund Class T N/A | — | — | — | $1.8M | 4.5% | |
| Capital Group American Fund Target Date 2055 R6 N/A | — | — | — | $1.8M | 4.5% | |
| MFS International Diversification Fund Class R3 N/A | — | — | — | $1.7M | 4.3% | |
| Capital Group American Fund Target Date 2030 R6 N/A | — | — | — | $1.6M | 4.1% | |
| Capital Group American Fund Target Date 2025 R6 N/A | — | — | — | $1.3M | 3.3% | |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $1.1M | 2.9% | |
| John Hancock John Hancock Disciplined Value Mid Cap R6 Fund N/A | — | — | — | $1.1M | 2.8% | |
| Lord Abbett Lord Abbett Total Return Fund Class R4 N/A | — | — | — | $1.0M | 2.6% | |
| Fidelity Advisor Strategic Dividend & Income Fund CL I N/A | — | — | — | $815K | 2.1% | |
| Capital Group American Fund Target Date 2060 R6 N/A | — | — | — | $561K | 1.4% | |
| Fidelity Advisor Strategic Income Fund CL I N/A | — | — | — | $522K | 1.3% | |
| Capital Group American Fund Target Date 2020 R6 N/A | — | — | — | $495K | 1.2% | |
| Fidelity Mid Cap Index Fund N/A | — | — | — | $480K | 1.2% | |
| Participant Loans Interest rates of 6% -0- | — | — | — | $453K | 1.1% | |
| Capital Group American Fund Target Date 2065 R6 N/A | — | — | — | $269K | 0.7% | |
| Fidelity Small Cap Index Fund N/A | — | — | — | $256K | 0.6% | |
| Fidelity Advisor International Index Fund N/A | — | — | — | $220K | 0.6% | |
| Capital Group American Fund Target Date 2010 R6 N/A | — | — | — | $184K | 0.5% | |
| CT STABLE INCOME FUND AMERIPRISE TRUST COMPANY · EIN 87-2323648 / PN 017 | Common Collective Trust | — | — | $0 | <0.1% |
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