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Original filing (PDF)20251001084319NAL0017588595001
WILHELM CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
WILHELM CONSTRUCTION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
638
Accounts w/ balance
683
Plan assets (EOY)
$42.7M
Net assets (EOY)
$42.7M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILHELM CONSTRUCTION, INC..
Plan sponsor
Name
WILHELM CONSTRUCTION, INC.
EIN
35-2121830
Address
3914 PROSPECT STREET · INDIANAPOLIS, IN · 462032344
Phone
(317) 359-5411
Industry
Constructionsee 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
2025-10-01
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADV | 82-0759826 | — | INVESTMENT ADVISOR | $22K | — |
Investments
40 direct securities· $42.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Fund Institutional Premium Class 207,200 | — | — | — | $5.1M | 11.9% | |
| REGISTERED INVESTMENT COMPANIES American Century Strategic Allocation Aggressive Fund R6 599,660 | — | — | — | $4.6M | 10.9% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class 137,546 | — | — | — | $3.6M | 8.4% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class 125,311 | — | — | — | $2.7M | 6.3% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class 92,701 | — | — | — | $2.4M | 5.6% | |
| Fidelity 500 Index Fund 10,590 | — | — | — | $2.2M | 5.1% | |
| JPMorgan Large Cap Growth Fund R6 23,136 | — | — | — | $1.9M | 4.5% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class 94,607 | — | — | — | $1.9M | 4.5% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class 98,777 | — | — | — | $1.8M | 4.3% | |
| Prudential Guaranteed Income Fund 53,339 | — | — | — | $1.5M | 3.5% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class 81,572 | — | — | — | $1.5M | 3.5% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class 57,886 | — | — | — | $1.4M | 3.2% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class 75,833 | — | — | — | $1.1M | 2.6% | |
| JPMorgan Equity Income Fund R6 42,973 | — | — | — | $1.0M | 2.4% | |
| American Century Strategic Allocation Moderate Fund R6 154,269 | — | — | — | $983K | 2.3% | |
| MFS Growth Fund Class R6 4,534 | — | — | — | $923K | 2.2% | |
| Fidelity Mid Cap Index Fund 26,312 | — | — | — | $889K | 2.1% | |
| Fidelity Small Cap Index Fund 29,504 | — | — | — | $817K | 1.9% | |
| American Funds Balanced Fund R6 23,337 | — | — | — | $802K | 1.9% | |
| Fidelity International Index Fund 16,391 | — | — | — | $779K | 1.8% | |
| JPMorgan U.S. Equity Fund R6 24,405 | — | — | — | $610K | 1.4% | |
| Victory Sycamore Established Value Fund R6 11,978 | — | — | — | $551K | 1.3% | |
| WCM Focused International Growth Institutional Fund 22,485 | — | — | — | $489K | 1.1% | |
| JPMorgan Core Bond Fund Class R6 41,282 | — | — | — | $418K | 1.0% | |
| American Century Strategic Allocation Conservative Fund R6 71,031 | — | — | — | $384K | 0.9% | |
| Avantis US Small Cap Value IS 19,946 | — | — | — | $340K | 0.8% | |
| MFS Mid Cap Growth Fund Class R6 10,621 | — | — | — | $334K | 0.8% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest from 4.25% to 9.50%, with maturities through June 2032 0 | — | — | — | $314K | 0.7% | |
| Fidelity Freedom Index 2020 Fund Institutional Premium Class 19,073 | — | — | — | $301K | 0.7% | |
| Fidelity International Small Cap Fund 8,691 | — | — | — | $266K | 0.6% | |
| BlackRock High Yield Bond Fund K 31,271 | — | — | — | $222K | 0.5% | |
| Fidelity Small Cap GR K6 9,121 | — | — | — | $163K | 0.4% | |
| Fidelity U.S. Bond Index Fund 13,566 | — | — | — | $139K | 0.3% | |
| BlackRock Inflation Protected Bond Fund K 11,538 | — | — | — | $109K | 0.3% | |
| Hartford Intl Value Fund R6 4,907 | — | — | — | $89K | 0.2% | |
| Janus Henderson Development World Bond N 7,890 | — | — | — | $61K | 0.1% | |
| Fidelity Freedom Index 2015 Fund Institutional Premium Class 1,615 | — | — | — | $23K | <0.1% | |
| MONEY MARKET FUND SHARES * Fidelity Government Money Market Fund 10,865 | — | — | — | $11K | <0.1% | |
| Fidelity Freedom Index 2010 Fund Institutional Premium Class 303 | — | — | — | $4K | <0.1% | |
| Fidelity Freedom Index 2070 Fund Institutional Premium Class 107 | — | — | — | $1K | <0.1% |
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