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Original filing (PDF)20250725125338NAL0003186867001
WABASH VALLEY GOODWILL INDUSTRIES INC.
Form 5500
FILING_RECEIVED
WABASH VALLEY GOODWILL INDUSTRIES INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
161
Accounts w/ balance
140
Plan assets (EOY)
$670K
Net assets (EOY)
$667K
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
86
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2040 Mutual Fund" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WABASH VALLEY GOODWILL INDUSTRIES INC..
Plan sponsor
Name
WABASH VALLEY GOODWILL INDUSTRIES INC.
EIN
35-0896910
Address
2703 S. 3RD ST. · TERRE HAUTE, IN · 47802
Phone
(812) 235-1827
Industry
Other Services (ex. Public Admin)see 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
2025-07-25
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)
Audit & trust (Schedule H)
Auditor
KEMPER CPA GROUP LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
14 direct securities· $661K(99% of reported assets)
Uncategorized
$629K
13 holdings
Pooled Separate Accounts
$32K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $181K | 27.0% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $129K | 19.2% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $69K | 10.3% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $52K | 7.7% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $50K | 7.5% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $44K | 6.5% | |
| Vanguard Target Retirement 2070 Mutual Fund ** 884 Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $36K | 5.3% | |
| Vanguard Target Retirement Income Mutual Fund | Pooled Separate Accounts | — | — | $32K | 4.8% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $28K | 4.1% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $17K | 2.6% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $17K | 2.5% | |
| party Maturity Value Cost Current Value Cash Equivalents Schwab Government Money Fund Investment Contract | — | — | — | $3K | 0.5% | |
| Dimensional Global Real Estate Securities Mutual Fund ** 983 Vanguard Index Trust Mid-Cap Index Fund Admiral Shs Mutual Fund ** 701 Vanguard Total Stock Mkt Index Admiral Fund #585 Mutual Fund | — | — | — | $3K | 0.5% | |
| Dimensional Short Term Extended Quality Inst Mutual Fund ** 468 Vanguard Shrt Term INFL Prot SEC IDX ADM Mutual Fund ** 310 Vanguard Intermediate-Term Govt Bond Index Admiral Mutual Fund ** 767 Dimensional DFA US Targeted Value I Mutual Fund | — | — | — | $1K | 0.2% |
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