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Original filing (PDF)20251006122145NAL0002051587001
WINAMAC COIL SPRING, INC.
Form 5500
FILING_RECEIVED
WINAMAC COIL SPRING, INC EMPLOYEES' PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
148
Accounts w/ balance
177
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINAMAC COIL SPRING, INC..
Plan sponsor
Name
WINAMAC COIL SPRING, INC.
EIN
35-0838486
Address
512 N. SMITH STREET · P O BOX 278 · KEWANNA, IN · 46939
Phone
(574) 653-2186
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
2025-10-06
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BADEN, GAGE AND SCHROEDER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHOREO LLC | — | MINNEAPOLIS, MN | NONE | $43K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $18K | — |
Investments
16 direct securities · 1 pooled fund· $17.8M(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
$15.2M
16 holdings
Common Collective Trust
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN FUND C GALLIARD CAPITAL MNGT · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.6M | 14.7% | |
| DFA U.S. Large Cap Value III Port Inst DFA 0 | — | — | — | $2.4M | 13.7% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $2.4M | 13.4% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $2.3M | 13.2% | |
| DFA Large Cap International Port Inst DFA 0 | — | — | — | $2.1M | 11.8% | |
| BlackRock Strategic Income Opp Instl BlackRock 0 | — | — | — | $974K | 5.5% | |
| JPMorgan Emerging Markets Equity R6 JPMorgan 0 | — | — | — | $920K | 5.2% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $659K | 3.7% | |
| DWS RREEF Real Assets Fund Instl DWS 0 | — | — | — | $589K | 3.3% | |
| Fidelity Real Estate Index Fidelity 0 | — | — | — | $578K | 3.3% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $472K | 2.7% | |
| Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 | — | — | — | $449K | 2.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $368K | 2.1% | |
| PIMCO High Yield Instl PIMCO 0 | — | — | — | $263K | 1.5% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $262K | 1.5% | |
| Schwab Total Stock Market Index Select Schwab 0 | — | — | — | $186K | 1.0% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $179K | 1.0% |