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Original filing (PDF)20250820100110NAL0003151313001
WESTERMAN, INC.
Form 5500
FILING_RECEIVED
WESTERMAN, INC. 401(K) PLAN
401(k) retirement plan
Active participants
396
Accounts w/ balance
366
Plan assets (EOY)
$25.7M
Net assets (EOY)
$25.7M
How this plan invests
This plan
9 pooled trusts
Schedule D
32 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERMAN, INC..
Plan sponsor
Name
WESTERMAN, INC.
EIN
31-4420618
Address
245 N BROAD STREET · BREMEN, OH · 43107
Phone
(740) 569-6307
Industry
Manufacturingsee 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
2025-08-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $38K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
24 direct securities · 9 pooled funds· $25.7M(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
$19.7M
23 holdings
Common Collective Trust
$5.9M
9 holdings
Mutual Funds
$49K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $3.3M | 12.9% | |
| Fidelity Investments Freedom Index 2045 Fund (1) | — | — | — | $2.9M | 11.1% | |
| Fidelity Investments Freedom Index 2040 Fund (1) | — | — | — | $2.7M | 10.5% | |
| Fidelity Investments Freedom Index 2050 Fund (1) | — | — | — | $2.3M | 8.8% | |
| Fidelity Investments Freedom Index 2035 Fund (1) | — | — | — | $2.1M | 8.1% | |
| D&C Stock Fund Class I (1) | — | — | — | $1.7M | 6.7% | |
| Fidelity Investments Freedom Index 2055 Fund (1) | — | — | — | $1.4M | 5.6% | |
| Fidelity Investments 500 Index Fund (1) | — | — | — | $989K | 3.8% | |
| Fidelity Investments Freedom Index 2060 Fund (1) | — | — | — | $818K | 3.2% | |
| Fidelity Investments Mid Cap Index Fund (1) | — | — | — | $759K | 3.0% | |
| MFS International Diversification Fund (1) | — | — | — | $751K | 2.9% | |
| Fidelity Investments Freedom Index 2030 Fund (1) | — | — | — | $744K | 2.9% | |
| SMALL CAP VAL III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $690K | 2.7% | |
| Participant Loans Interest rates ranging from 4.25% - 9.5% -0- | — | — | — | $678K | 2.6% | |
| BR TOTAL RETURN 6 GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $577K | 2.2% | |
| Fidelity Investments Freedom Index 2065 Fund (1) | — | — | — | $505K | 2.0% | |
| Fidelity Investments Small Cap Index Fund (1) | — | — | — | $428K | 1.7% | |
| EMERGING MKTS II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $407K | 1.6% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $385K | 1.5% | |
| Fidelity Investments Freedom Index 2025 Fund (1) | — | — | — | $323K | 1.3% | |
| Fidelity Investments International Index Fund (1) | — | — | — | $320K | 1.2% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $287K | 1.1% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $156K | 0.6% | |
| Fidelity Investments Freedom Index 2020 Fund (1) | — | — | — | $150K | 0.6% | |
| Fidelity Investments Freedom Index Income Fund (1) | — | — | — | $85K | 0.3% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $84K | 0.3% | |
| Fidelity Investments U.S. Bond Index Fund (1) | — | — | — | $65K | 0.3% | |
| PIMCO Income Fund Institutional Class (1) | Mutual Funds | — | — | $49K | 0.2% | |
| Fidelity Investments Freedom Index 2015 Fund (1) | — | — | — | $28K | 0.1% | |
| Fidelity Investments Freedom Index 2010 Fund (1) | — | — | — | $18K | <0.1% | |
| Fidelity Investments Government Money Market Fund (1) | — | — | — | $13K | <0.1% | |
| Fidelity Investments Freedom Index 2070 Fund (1) | — | — | — | $5K | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
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