How big is Wabash Center, Inc.'s plan?

Wabash Center, Inc.'s plan reported $4.2M in assets and 476 participants for 2024.

Original filing (PDF)20250925144803NAL0008641601001

Wabash Center, Inc.

Name: Wabash Center, Inc. — Wabash Center, Inc. 401(k), Form 5500 (2024)
Creator: Wabash Center, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Wabash Center, Inc. 401(k) Plan

401(k) retirement plan · Wabash Center, Inc.'s Wabash Center, Inc. 401(k) Plan held $4.2M in plan assets for 476 participants in 2024, with Fidelity as recordkeeper.

Active participants

476

Accounts w/ balance

270

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

JILL Blumhoff signed Wabash Center, Inc.'s 2024 Form 5500 as plan administrator.

JILL Blumhoff — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wabash Center, Inc.'s EIN is 35-1115916.

EIN 35-1115916

Plan number 001

Plan year 2024

ACK ID 20250925144803NAL0008641601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wabash Center, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wabash Center, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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How this plan invests

This plan

34 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

WABASH CENTER, INC.

EIN

all filings

Address

2000 GREENBUSH STREET · LAFAYETTE, IN · 47904

Phone

(765) 423-5531

Industry

Health Care & Social Assistance

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

2025-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
REGAL INVESTMENT ADVISORS LLC	22-3844414	—	ADVISOR	$10K	—

Investments

34 direct securities· $4.2M(100% of reported assets)

Mutual Funds

$3.5M

22 holdings

Common Collective Trusts

$467K

6 holdings

Common Stocks

$116K

2 holdings

Bonds / Notes

$50K

1 holding

U.S. Treasuries

$31K

1 holding

Other securities

$28K

2 holdings

					% of plan
Fidelity Management Trust Company Fidelity Freedom 2050 Fund Class K6	Mutual Funds	—	—	$553K	13.1%
Fidelity Management Trust Company Fidelity Freedom 2035 Fund Class K6	Mutual Funds	—	—	$447K	10.6%
Fidelity Management Trust Company Fidelity Freedom 2025 Fund Class K6	Mutual Funds	—	—	$410K	9.7%
Fidelity Management Trust Company Fidelity Freedom 2030 Fund Class K6	Mutual Funds	—	—	$361K	8.5%
Fidelity Management Trust Company Fidelity Government Money Market Fund Class K6	Mutual Funds	—	—	$257K	6.1%
Fidelity Management Trust Company Fidelity Freedom 2020 Fund Class K6	Mutual Funds	—	—	$210K	5.0%
Fidelity Management Trust Company Fidelity 500 Index Fund	Common Collective Trusts	—	—	$199K	4.7%
Fidelity Management Trust Company Fidelity Freedom 2010 Fund Class K6	Mutual Funds	—	—	$194K	4.6%
Fidelity Management Trust Company Fidelity Freedom 2045 Fund Class K6	Mutual Funds	—	—	$184K	4.4%
Fidelity Management Trust Company Fidelity Freedom 2040 Fund Class K6	Mutual Funds	—	—	$167K	4.0%
Fidelity Management Trust Company Fidelity Total Bond K6 Fund	Mutual Funds	—	—	$129K	3.0%
American Century Investments American Funds American Mutual Fund Class R-6	Mutual Funds	—	—	$123K	2.9%
T. Rowe Price Associates, Inc. T. Rowe Price Dividend Growth Fund I Class	Common Stocks	—	—	$109K	2.6%
Fidelity Management Trust Company Fidelity Blue Chip Growth K6 Fund	Mutual Funds	—	—	$108K	2.6%
Fidelity Management Trust Company Fidelity Freedom 2070 Fund Class K6 482 * Fidelity Management Trust Company Fidelity Freedom Income Fund Class K6	Mutual Funds	—	—	$106K	2.5%
Fidelity Management Trust Company Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$76K	1.8%
Fidelity Management Trust Company Fidelity Freedom 2065 Fund Class K6	Mutual Funds	—	—	$74K	1.7%
Fidelity Management Trust Company Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$60K	1.4%
Fidelity Management Trust Company Fidelity Freedom 2060 Fund Class K6	Mutual Funds	—	—	$58K	1.4%
Fidelity Management Trust Company Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$50K	1.2%
Participant Loans Interest Rate Range: 5.75% - 9.50%	Bonds / Notes	—	—	$50K	1.2%
Massachusetts Financial Services Company MFS Mid Cap Value Fund Class R6	Mutual Funds	—	—	$50K	1.2%
Fidelity Management Trust Company Fidelity Inflation-Protected Bond Index Fund	Common Collective Trusts	—	—	$48K	1.1%
Fidelity Management Trust Company Fidelity Global ex U.S. Index Fund	Common Collective Trusts	—	—	$35K	0.8%
Fidelity Management Trust Company Fidelity Freedom 2055 Fund Class K6	Mutual Funds	—	—	$33K	0.8%
J.P. Morgan Asset Management JP Morgan Government Bond Fund Class R6	U.S. Treasuries	—	—	$31K	0.7%
Massachusetts Financial Services Company MFS Mid Cap Growth R6	Mutual Funds	—	—	$24K	0.6%
Fidelity Management Trust Company Fidelity Freedom 2015 Fund Class K6	Mutual Funds	—	—	$21K	0.5%
similar party American Century Investments American Century Small Cap Value Fund R6 Class	Other securities	—	—	$15K	0.4%
Fidelity Management Trust Company Fidelity International Capital Appreciation K6 Fund	Mutual Funds	—	—	$15K	0.3%
Columbia Threadneedle Investments Columbia Emerging Markets Fund Institutional 3 Class	Other securities	—	—	$13K	0.3%
Fidelity Management Trust Company Fidelity Small Cap Growth K6 Fund	Mutual Funds	—	—	$9K	0.2%
Cohen & Steers Realty Shares, Inc. Cohen & Steers Realty Shares Fund Class Z	Common Stocks	—	—	$7K	0.2%
Fidelity Management Trust Company Fidelity Government Cash Reserve	Mutual Funds	—	—	$3K	<0.1%