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Original filing (PDF)20250807051913NAL0010182338001
WILSON ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
WILSON ENTERPRISES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~162 bps in Sched C fees
Active participants
229
Accounts w/ balance
67
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Knocking points off
- 162 bps in Schedule C fees — 212% above peer band of 52 bps.
- Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILSON ENTERPRISES, INC..
Plan sponsor
Name
WILSON ENTERPRISES, INC.
EIN
31-1582621
Address
900 BUCKEYE PARK RD · COLUMBUS, OH · 43207
Phone
(717) 622-4083
Industry
Retail Tradesee 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
2025-08-07
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BLUE & CO LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $22K | — |
Investments
27 direct securities· $1.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARG RETIRE 2060 522 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $222K | 12.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $183K | 10.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $178K | 9.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $172K | 9.4% | |
| HARBOR CAPITAL APPREC-INST | Registered Investment Companies | — | — | $123K | 6.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $97K | 5.3% | |
| AMERICAN BEACON INTL EQ R6 | Registered Investment Companies | — | — | $83K | 4.5% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $79K | 4.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $78K | 4.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $71K | 3.9% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $62K | 3.4% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $50K | 2.8% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $47K | 2.5% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $46K | 2.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $37K | 2.0% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $36K | 1.9% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $34K | 1.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $26K | 1.4% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $25K | 1.3% | |
| FID US BOND IND | Registered Investment Companies | — | — | $24K | 1.3% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $23K | 1.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $22K | 1.2% | |
| GOLDMAN SACHS EMERGING MKTS R6 | Registered Investment Companies | — | — | $21K | 1.2% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $20K | 1.1% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $15K | 0.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $8K | 0.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $7K | 0.4% |
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