Original filing (PDF)20250711140517NAL0007440161001

WEDDLE BROS CONSTRUCTION CO., INC.

Name: WEDDLE BROS CONSTRUCTION CO., INC. — WEDDLE BROS CONSTRUCTION CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: WEDDLE BROS CONSTRUCTION CO., INC.

Form 5500

FILING_RECEIVED

WEDDLE BROS CONSTRUCTION CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

98% in single holding98% employer stock

Active participants

Accounts w/ balance

162

Plan assets (EOY)

$29.3M

Net assets (EOY)

$25.8M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEDDLE BROS CONSTRUCTION CO., INC..

Plan sponsor

Name

WEDDLE BROS CONSTRUCTION CO., INC.

EIN

35-0906416

Address

2182 W INDUSTRIAL PARK DR · BLOOMINGTON, IN · 47404

Phone

(812) 339-9500

Industry

Constructionsee 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

2025-07-11

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

ECP ACCOUNTING, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $29.3M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Weddle Bros. Construction Co., Inc. 800,000 shares common stock	—	—	$38.8M	$28.9M	98.5%
	WealthSouth Interest-bearing cash	—	—	$444K	$444K	1.5%

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