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Original filing (PDF)20251007055354NAL0002458403001
WIRE EXPERTS GROUP, INC.
Form 5500
FILING_RECEIVED
WIRE EXPERTS GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
91
Accounts w/ balance
80
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
How this plan invests
This plan
1 pooled trust
Schedule D
15 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WIRE EXPERTS GROUP, INC..
Plan sponsor
Name
WIRE EXPERTS GROUP, INC.
EIN
36-2912867
Address
3650 SHAW BLVD · NAPLES, FL · 341178408
Phone
(239) 597-8555
Industry
Manufacturingsee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BERMAN HOPKINS CPAS & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER/BOOKKEEPER | $888 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $6K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $7K | — |
Investments
14 direct securities · 1 pooled fund· $2.5M(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.
Uncategorized
$2.4M
14 holdings
Pooled Separate Account
$54K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fully benefit-responsive * Principal Fixed income Guaranteed option investment contract | — | — | — | $442K | 17.8% | |
| Fidelity US Bond Index Mutual Funds | — | — | — | $394K | 15.9% | |
| TIAA-CREF Large Cap Growth Index Fund Mutual Funds | — | — | — | $244K | 9.8% | |
| Fidelity International Index Fund Mutual Funds | — | — | — | $205K | 8.3% | |
| American Mutual Fund Mutual Funds | — | — | — | $201K | 8.1% | |
| Fidelity 500 Index Fund Mutual Funds | — | — | — | $169K | 6.8% | |
| Invesco Small Cap Value Fund Mutual Funds | — | — | — | $151K | 6.1% | |
| New World Fund Inc Mutual Funds | — | — | — | $125K | 5.0% | |
| Fidelity Mid Cap Index Fund Mutual Funds | — | — | — | $116K | 4.7% | |
| American High-Income Trust Mutual Funds | — | — | — | $113K | 4.6% | |
| Notes receivable from participants Maturing through 2029 - | — | — | — | $85K | 3.4% | |
| PGIM Jennison Small Cap Comp Fund Mutual Funds | — | — | — | $82K | 3.3% | |
| Fidelity Small Cap Index Fund Mutual Funds | — | — | — | $64K | 2.6% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $54K | 2.2% | |
| Fidelity Freedom Index 2050 Fund Mutual Funds | — | — | — | $36K | 1.5% |
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