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Original filing (PDF)20250807115824NAL0003682035001
WEILER ENGINEERING, INC.
Form 5500
FILING_RECEIVED
WEILER ENGINEERING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
76
Accounts w/ balance
111
Plan assets (EOY)
$36.1M
Net assets (EOY)
$36.1M
How this plan invests
This plan
27 pooled trusts
Schedule D
39 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 (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEILER ENGINEERING, INC..
Plan sponsor
Name
WEILER ENGINEERING, INC.
EIN
36-2419809
Address
1395 GATEWAY DR · ELGIN, IL · 601247866
Phone
(847) 697-4900
Industry
Manufacturingsee 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
2025-08-07
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
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $42K | — |
Investments
26 direct securities · 27 pooled funds· $48.5M(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.
Pooled Separate Account
$34.4M
26 holdings
Uncategorized
$13.9M
26 holdings
Common Collective Trust
$264K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $6.0M | 16.5% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $4.0M | 11.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $3.7M | 10.3% | |
| Principal Global Investors Mid Cap Separate Account (5,689 units) | — | — | — | $3.3M | 9.0% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $3.3M | 9.0% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $2.5M | 7.0% | |
| LA Capital Management/Victory Mid Cap Value I Separate Account (22,880 units) | — | — | — | $2.0M | 5.6% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $2.0M | 5.6% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $1.9M | 5.2% | |
| Principal Global Investors Small Cap Separate Account (5,296 units) | — | — | — | $1.7M | 4.6% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $1.7M | 4.6% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.6M | 4.5% | |
| Principal Global Investors/DFA International Small Cap Separate Account (8,373 units) | — | — | — | $1.2M | 3.4% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $1.2M | 3.4% | |
| Principal Life Insurance | — | — | — | $1.2M | 3.3% | |
| Principal Global Investors Diversified International Separate Account (7,599 units) | — | — | — | $993K | 2.7% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $993K | 2.7% | |
| PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $968K | 2.7% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $787K | 2.2% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $638K | 1.8% | |
| Alliance Bernstein/Brown/Emerald Small Cap Growth I Separate Account (10,944 units) | — | — | — | $610K | 1.7% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $610K | 1.7% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $479K | 1.3% | |
| Principal Financial Group Inc. Stock Separate Account (5,731 units) | — | — | — | $395K | 1.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $395K | 1.1% | |
| 5-year maturity account 12/31/2026 1.20% to 2.68% | — | — | — | $378K | 1.0% | |
| Principal Mid Cap S&P 400 Index Separate Account (3,386 units) | — | — | — | $371K | 1.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $371K | 1.0% | |
| PRIN HIGH INCOME SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | — | — | $354K | 1.0% | |
| DFA/Vaughan/LA Capital Management Small Cap Value II Separate Account (5,833 units) | — | — | — | $315K | 0.9% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $315K | 0.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $264K | 0.7% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $241K | 0.7% | |
| 2-year maturity account 12/31/2025 5.44% to 5.59% | — | — | — | $213K | 0.6% | |
| Principal Global Investors Government and High Quality Bond Separate Account (6,181 units) | — | — | — | $186K | 0.5% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $186K | 0.5% | |
| 5-year maturity account 12/31/2025 0.76% to 0.76% | — | — | — | $176K | 0.5% | |
| Participants Participant notes receivable (interest rates range from 3.25% to 8.50% with maturities through 2030) | — | — | — | $165K | 0.5% | |
| 2-year maturity account 12/31/2024 4.72% to 4.92% | — | — | — | $142K | 0.4% | |
| 5-year maturity account 12/31/2027 4.80% to 4.85% | — | — | — | $131K | 0.4% | |
| 5-year maturity account 12/31/2028 5.06% to 5.1% | — | — | — | $95K | 0.3% | |
| Company Capital Research and Management Company American Funds New Economy R6 Fund (1,418 units) | — | — | — | $88K | 0.2% | |
| Capital Research and Management Company American Funds NewWorld R6 Fund (135 units) | — | — | — | $60K | 0.2% | |
| 5-year maturity account 12/31/2024 1.42% to 1.48% | — | — | — | $44K | 0.1% | |
| Black Rock Financial Management, Inc. Inflation Protection Separate Account (2,735 units) | — | — | — | $40K | 0.1% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $40K | 0.1% | |
| (E) | — | — | $40K | $33K | <0.1% | |
| Principal LifeTime Strategic Income Separate Account (1,100 units) | — | — | — | $33K | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $33K | <0.1% | |
| Principal Global Investors Mid Cap Growth Separate Account (125 units) | — | — | — | $14K | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $14K | <0.1% | |
| (E) | — | — | — | $14K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $194 | <0.1% |