Original filing (PDF)20260302074929NAL0000901633001

The WILL-BURT Company

Name: The WILL-BURT Company — The WILL-BURT Company Profit, Form 5500 (2024)
Creator: The WILL-BURT Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The WILL-BURT Company Profit Sharing & 401(k) Plan

401(k) retirement plan · The WILL-BURT Company's The WILL-BURT Company Profit Sharing & 401(k) Plan held $18.6M in plan assets for 311 participants in 2024, with Principal as recordkeeper.

Signals · 1

Late filing · 3.5 mo

Active participants

311

Accounts w/ balance

329

Plan assets (EOY)

$18.6M

Net assets (EOY)

$18.6M

How this plan invests

This plan

1 pooled trust

Schedule D

29 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 3.5 months past the 10.5-month grace window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WILL-BURT COMPANY.

Plan sponsor

Name

THE WILL-BURT COMPANY

EIN

34-0620280all filings

Address

401 COLLINS BLVD · ORRVILLE, OH · 446679752

Phone

(330) 682-7015

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-03-02

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$50K	—
STANCORP FINANCIAL GROUP	93-1253576	—	RECORDKEEPER/BOOKKEEPER	$10K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC

Investments

29 direct securities · 1 pooled fund· $18.7M(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.

Mutual Funds

$9.3M

17 holdings

Other securities

$5.7M

9 holdings

Common Collective Trusts

$2.4M

1 holding

Stable Value

$896K

1 holding

Bonds / Notes

$391K

1 holding

Common Collective Trust

1 holding

					% of plan
Schwab S&P 500 Index Mutual Fund	Common Collective Trusts	—	—	$2.4M	12.8%
T Rowe Price Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$2.0M	10.7%
AB Large Cap Growth Fund Class Z Mutual Fund	Other securities	—	—	$1.9M	10.1%
T Rowe Price Retirement 2025 Fund Mutual Fund	Mutual Funds	—	—	$1.2M	6.6%
Columbia Dividend Income Fund Class A Mutual Fund	Other securities	—	—	$1.2M	6.5%
Metropolitan West Total Return Bond Mutual Fund	Other securities	—	—	$1.1M	5.9%
Schwab Small Cap Index Mutual Fund	Mutual Funds	—	—	$973K	5.2%
T Rowe Price Retirement Balanced Fund Mutual Fund 203 * Standard Stable Asset Fund II Guaranteed Investment Contract	Stable Value	—	—	$896K	4.8%
T Rowe Price Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$736K	3.9%
Vanguard International Growth Adm Mutual Fund	Mutual Funds	—	—	$700K	3.8%
T Rowe Price Retirement 2035 Fund Mutual Fund	Mutual Funds	—	—	$644K	3.5%
T Rowe Price Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$618K	3.3%
Janus Enterprise N Mutual Fund	Mutual Funds	—	—	$526K	2.8%
Columbia Glbl Tech Gwth Instl Mutual Fund	Other securities	—	—	$405K	2.2%
T Rowe Price Retirement 2015 Fund Mutual Fund	Mutual Funds	—	—	$399K	2.1%
Notes Receivable from Participants Loans with Interest Rates Ranging from 3.25% to 10.50% -	Bonds / Notes	—	—	$391K	2.1%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$379K	2.0%
T Rowe Price Retirement 2045 Fund Mutual Fund	Mutual Funds	—	—	$366K	2.0%
T. Rowe Price Mid-Cap Value I Mutual Fund	Other securities	—	—	$363K	1.9%
Blackrock Emergin Mkts K Mutual Fund	Other securities	—	—	$283K	1.5%
T Rowe Price Retirement 2055 Fund Mutual Fund	Mutual Funds	—	—	$254K	1.4%
Neuberger Berman Real Estate R6 Mutual Fund	Other securities	—	—	$254K	1.4%
Pimco Income Instl Mutual Fund	Mutual Funds	—	—	$197K	1.1%
Federated Hermes Instl High Yield Bond Mutual Fund	Other securities	—	—	$158K	0.8%
American Funds New Perspective R6 Mutual Fund	Mutual Funds	—	—	$132K	0.7%
T Rowe Price Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$128K	0.7%
(E)	Other securities	—	$1K	$25K	0.1%
T Rowe Price Retirement 2065 Fund Mutual Fund	Mutual Funds	—	—	$25K	0.1%
T Rowe Price Retirement 2020 Fund Mutual Fund	Mutual Funds	—	—	$1K	<0.1%
AMERICAN CENTURY RET DATE TR GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001	Common Collective Trust	—	—	$0	<0.1%