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Original filing (PDF)20251009094033NAL0006772625001
WEBSTER INDUSTRIES, INC
Form 5500
FILING_RECEIVED
WEBSTER INDUSTRIES TIFFIN COLLECTIVE BARGAINING UNITS
401(k) retirement plan
Active participants
189
Accounts w/ balance
194
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
19 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 (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEBSTER INDUSTRIES, INC.
Plan sponsor
Name
WEBSTER INDUSTRIES, INC
EIN
34-1059179
Address
325 HALL STREET · TIFFIN, OH · 44883
Phone
(419) 447-5028
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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
GBQ PARTNERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $650 | — |
Investments
17 direct securities · 5 pooled funds· $5.8M(96% 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.
Registered Investment Companies
$4.9M
17 holdings
Common Collective Trust
$914K
3 holdings
Pooled Separate Account
$0
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $914K | 15.0% | |
| AMERICAN FUNDS EUPAC R6 | Registered Investment Companies | — | — | $797K | 13.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $702K | 11.5% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $667K | 11.0% | |
| DIAMOND HILL LARGE CAP FUND Y | Registered Investment Companies | — | — | $658K | 10.8% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $485K | 8.0% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $279K | 4.6% | |
| BLACKROCK EMERGING MARKETS K | Registered Investment Companies | — | — | $256K | 4.2% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $219K | 3.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $217K | 3.6% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $186K | 3.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $183K | 3.0% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $125K | 2.1% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $77K | 1.3% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $46K | 0.8% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $17K | 0.3% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $9K | 0.1% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $2K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| METLIFE REL SV SER 25157 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
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