Original filing (PDF)20251013073807NAL0000378051002

Wolff Bros. Supply, Inc.

Name: Wolff Bros. Supply, Inc. — Wolff Bros. Supply, Inc., Form 5500 (2024)
Creator: Wolff Bros. Supply, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Wolff Bros. Supply, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Wolff Bros. Supply, Inc.'s Wolff Bros. Supply, Inc. 401(k) Profit Sharing Plan held $40.6M in plan assets for 402 participants in 2024, with Schwab as recordkeeper.

Signals · 3

20% employer stockCorrective distributions issuedSelf-directed brokerage offered

Active participants

402

Accounts w/ balance

478

Plan assets (EOY)

$40.6M

Net assets (EOY)

$40.6M

How this plan invests

This plan

32 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

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOLFF BROS. SUPPLY, INC..

Plan sponsor

Name

WOLFF BROS. SUPPLY, INC.

EIN

34-1693407all filings

Address

6078 WOLFF ROAD · MEDINA, OH · 442569487

Phone

(330) 725-3451

Industry

Wholesale Trade

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWAB RETIREMENT PLAN SERVICES,INC	34-1479833	—	NONE	$88K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB & CO., INC.	94-1737782	—	NONE	$328	—

Investments

32 direct securities· $40.9M(100% of reported assets)

Other securities

$18.9M

22 holdings

Common Stocks

$10.1M

3 holdings

Self-Directed Brokerage

$7.6M

1 holding

Mutual Funds

$1.9M

3 holdings

Common Collective Trusts

$1.6M

1 holding

Bonds / Notes

$748K

2 holdings

					% of plan
PCRA Self-Directed Brokerage	Self-Directed Brokerage	—	—	$7.6M	18.8%
ETF (SCHX) Sch Us Large Cap Exchange-Traded Fund	Common Stocks	—	—	$4.9M	12.0%
ETF (SCHZ) Sch Us Aggregate Bd Exchange-Traded Fund	Other securities	—	—	$4.3M	10.6%
ETF (SCHF) SCH INTL EQ Registered Investment Company	Common Stocks	—	—	$4.3M	10.5%
ETF (SCHG) Sch Us Lg Cap Grth Exchange-Traded Fund	Other securities	—	—	$2.7M	6.7%
ETF (SCHP) Sch Us Tips Exchange-Traded Fund	Other securities	—	—	$2.4M	6.0%
ETF (SCHV) Sch Us Lg Cap Val Exchange-Traded Fund	Other securities	—	—	$2.1M	5.1%
ETF (SPSB) Spdr Bar Cap Stcobd Exchange-Traded Fund	Other securities	—	—	$1.7M	4.1%
ETF (VWO) Vgd Em Mkts Stk Idx Exchange-Traded Fund	Common Collective Trusts	—	—	$1.6M	4.0%
Schwab Bank Savings Money Market Fund	Mutual Funds	—	—	$1.1M	2.7%
ETF (SCHA) Sch Us Small Cap Exchange-Traded Fund	Other securities	—	—	$1.0M	2.6%
ETF (VNQ) Vgd Reit Index Exchange-Traded Fund	Common Stocks	—	—	$960K	2.4%
ETF (VBR) Vgd Small Cap Val Exchange-Traded Fund	Other securities	—	—	$876K	2.2%
ETF (SCHM) Sch Us Mid Cap Exchange-Traded Fund	Other securities	—	—	$835K	2.1%
ETF (VOT) Vgd Mid Cap Growth Exchange-Traded Fund	Other securities	—	—	$677K	1.7%
ETF (PCY) Invesco Emermktso Vdb Exchange-Traded Fund	Mutual Funds	—	—	$563K	1.4%
ETF (JNK) Spdr Barclay Hiyldbd Exchange-Traded Fund	Other securities	—	—	$530K	1.3%
ETF (SCHR) Sch Int Term Ustrsy Exchange-Traded Fund	Other securities	—	—	$463K	1.1%
ETF (BWX) Pd R Bar Intl Treas Bd Exchange-Traded Fund	Other securities	—	—	$448K	1.1%
Notes receivable from participants Interest rates: 5.25%-10.5% -	Bonds / Notes	—	—	$374K	0.9%
PARTICIPANT LOANS (5.25% - 10.50%)	Bonds / Notes	—	—	$374K	0.9%
ETF (DBC) Invesco Db Comm Trck Exchange-Traded Fund	Mutual Funds	—	—	$269K	0.7%
ETF (EFG) Ish Msci Eafe Growt Exchange-Traded Fund	Other securities	—	—	$241K	0.6%
ETF (VBK) Vgd Small Cap Grth Exchange-Traded Fund	Other securities	—	—	$208K	0.5%
ETF (GLD) Spdr Gold Shares Exchange-Traded Fund	Other securities	—	—	$77K	0.2%
ETF (VOE) Vgd Mid Cap Value Exchange-Traded Fund	Other securities	—	—	$76K	0.2%
ETF (RWX) Spdr Dj Intl Realest Exchange-Traded Fund	Other securities	—	—	$71K	0.2%
ETF (SCZ) Ish Msci Eafe Smcap Exchange-Traded Fund	Other securities	—	—	$53K	0.1%
ETF (SLV) Ish Silver Trust Exchange-Traded Fund	Other securities	—	—	$48K	0.1%
Limited Partnership Exchange-Traded Fund	Other securities	—	—	$31K	<0.1%
ETF (IDV) Ish Intl Sel Div Exchange-Traded Fund	Other securities	—	—	$31K	<0.1%
ETF (SHY) Ish 1-3 Yr Treas Bd Exchange-Traded Fund	Other securities	—	—	$19K	<0.1%