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Original filing (PDF)20251009213945NAL0007113873001
WHITE LODGING SERVICES CORPORATION
Form 5500
FILING_RECEIVED
WLS 401(K) PLAN
401(k) retirement plan
Active participants
5,483
Accounts w/ balance
1,957
Plan assets (EOY)
$74.2M
Net assets (EOY)
$73.9M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
65
Knocking points off
- 23 bps in Schedule C fees — modestly above peer band of 16 bps.
- Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITE LODGING SERVICES CORPORATION.
Plan sponsor
Name
WHITE LODGING SERVICES CORPORATION
EIN
35-1656847
Address
701 E 83RD AVE · MERRILLVILLE, IN · 46410
Phone
(219) 472-2959
Industry
Accommodation & Food Servicessee 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
2025-10-09
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KATZ SAPPER MILLER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $155K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATZ SAPPER & MILLER | — | INDIANAPOLIS, IN | OTHER | $15K | — |
Investments
40 direct securities · 1 pooled fund· $73.9M(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
$72.2M
40 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LORD ABBETT INCOME R6 GM 2,911,609 | — | — | — | $7.0M | 9.5% | |
| JP MORGAN GOVERNMENT BD R6 GM 728,372 | — | — | — | $6.8M | 9.2% | |
| FIDELITY 500 INDEX FUND GM 32,164 | — | — | — | $6.6M | 8.9% | |
| FIDELITY 500 INDEX FUND 31,121 | — | — | — | $6.4M | 8.6% | |
| FIDELITY INTRNTL INDX INSTL GM 93,990 | — | — | — | $4.5M | 6.0% | |
| VANGUARD INTL GRWT ADM CL S GM 42,958 | — | — | — | $4.4M | 5.9% | |
| JOHN HANCOCK DISCIPLIND R6 GM 137,897 | — | — | — | $3.7M | 5.0% | |
| VANGUARD WINDSOR FD ADM GM 50,828 | — | — | — | $3.6M | 4.8% | |
| VANGUARD INFLATION PRTCTD GM 146,049 | — | — | — | $3.3M | 4.4% | |
| AMERICAN NEW WORLD FUND GM 42,004 | — | — | — | $3.2M | 4.4% | |
| MFS MASS INVESTORS GRW R6 GM 67,379 | — | — | — | $3.0M | 4.0% | |
| FRANKLIN SML MID CP GTH R6 GM 53,040 | — | — | — | $2.5M | 3.4% | |
| COLUMBIA TRUST STABLE HI QUALITY IN AMERIPRISE TRUST COMPANY · EIN 87-2295015 / PN 036 | Common Collective Trust | — | — | $1.6M | 2.2% | |
| PGIM HIGH YIELD FUND R6 GM 308,228 | — | — | — | $1.5M | 2.0% | |
| COHEN & STEERS REAL EST Z GM 77,175 | — | — | — | $1.3M | 1.8% | |
| VAN ECK CM COMMODITY INDX I GM 18,823 | — | — | — | $1.3M | 1.7% | |
| FRANKLIN SML CAP VAL FD R6 GM 20,973 | — | — | — | $1.3M | 1.7% | |
| VANGUARD SMALL CAP INDEX FD GM 10,822 | — | — | — | $1.2M | 1.7% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.25-8.50%, with maturities through November 2038 0 | — | — | — | $1.1M | 1.5% | |
| VANGUARD INTL GRWT FD ADM CLAS 10,438 | — | — | — | $1.1M | 1.4% | |
| JOHN HANCOCK DISCIPLIND VAL R6 28,252 | — | — | — | $761K | 1.0% | |
| VANGUARD EXPLORER FUND GM 6,452 | — | — | — | $689K | 0.9% | |
| FIDELITY INTRNTNL INDX INSTL 13,749 | — | — | — | $654K | 0.9% | |
| FIDELITY EXTENDED MARKET INDEX 7,132 | — | — | — | $648K | 0.9% | |
| AMERICAN NEW PERSPECTIVE 10,156 | — | — | — | $631K | 0.9% | |
| JP MORGAN GOVERNMENT BD R6 64,026 | — | — | — | $602K | 0.8% | |
| MFS MASS INVESTORS GRW STCK R6 11,915 | — | — | — | $527K | 0.7% | |
| VANGUARD WINDSOR FUND ADM 6,887 | — | — | — | $486K | 0.7% | |
| FRANKLIN SMALL MID CAP GRTH R6 10,005 | — | — | — | $481K | 0.6% | |
| VANGUARD EXPLORER FUND 3,936 | — | — | — | $421K | 0.6% | |
| VANGUARD SMALL CAP INDEX FUND 3,610 | — | — | — | $416K | 0.6% | |
| VANGUARD INFLATION PROTECTED 14,350 | — | — | — | $323K | 0.4% | |
| REGISTERED INVESTMENT COMPANIES AMERICAN BD FD OF AMERICA 26,950 | — | — | — | $300K | 0.4% | |
| COHEN & STEERS REAL EST CL Z 17,185 | — | — | — | $297K | 0.4% | |
| PGIM HIGH YIELD FUND R6 58,821 | — | — | — | $281K | 0.4% | |
| AMERICAN NEW WORLD FUND 2,980 | — | — | — | $229K | 0.3% | |
| FRANKLIN SMALL CAP VALUE FD R6 3,748 | — | — | — | $226K | 0.3% | |
| VAN ECK CM COMMODITY INDX CL I 2,720 | — | — | — | $186K | 0.3% | |
| LORD ABBETT INCOME R6 71,843 | — | — | — | $173K | 0.2% | |
| INVESCO EQLY WEIGHTED S&P 500 1,921 | — | — | — | $140K | 0.2% | |
| FIRST EAGLE GLOBAL FD CL R6 355 | — | — | — | $24K | <0.1% |
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