Original filing (PDF)20260224132329NAL0002001377001

THE WILL-BURT COMPANY

Name: THE WILL-BURT COMPANY — THE WILL-BURT COMPANY EMPLOYEE STOCK OWNERSHIP TRUST AND PLAN, Form 5500 (2024)
Creator: THE WILL-BURT COMPANY

Form 5500

FILING_RECEIVED

THE WILL-BURT COMPANY EMPLOYEE STOCK OWNERSHIP TRUST AND PLAN

Defined-contribution retirement plan

Signals · 4

Late filing · 3.3 mo98% in single holding98% employer stockNo recordkeeper disclosed

Active participants

222

Accounts w/ balance

361

Plan assets (EOY)

$43.1M

Net assets (EOY)

$43.1M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WILL-BURT COMPANY.

Plan sponsor

Name

THE WILL-BURT COMPANY

EIN

34-0620280

Address

401 COLLINS BOULEVARD · PO BOX 900 · ORRVILLE, OH · 44667

Phone

(330) 684-4001

Industry

Manufacturingsee 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

2026-02-24

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $42.9M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	The Will-Burt Company Common Stock 59,935 Shares	—	—	$1.5M	$42.3M	98.1%
	Manning & Napier Pro-Blend Conservative Term S	—	—	$739K	$658K	1.5%

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