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Original filing (PDF)20251014142506NAL0003010945001
WACKER SERVICES CORP.
Form 5500
FILING_RECEIVED
WACKER SERVICES CORP. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
126
Accounts w/ balance
154
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WACKER SERVICES CORP..
Plan sponsor
Name
WACKER SERVICES CORP.
EIN
36-4477599
Address
303 EAST WACKER DRIVE, SUITE 1040 · CHICAGO, IL · 60601
Phone
(312) 888-4098
Industry
Finance & Insurancesee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
KMA, S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $1K | — |
| PLEXUS FINANCIAL SOLUTIONS | 27-1746834 | — | SERVICE PROVIDER | $0 | — |
| ASCENSUS | 82-3179843 | — | SERVICE PROVIDER | $0 | — |
Investments
25 direct securities · 1 pooled fund· $22.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$11.4M
25 holdings
Pooled Separate Account
$11.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $11.4M | 99.7% | |
| Voya Trgt Solution Tr: 2045 8 | — | — | — | $2.5M | 21.8% | |
| BlackRock iShares US Agg Bond In Fd K | — | — | — | $1.4M | 12.6% | |
| Voya Trgt Solution Tr: 2055 8 | — | — | — | $1.2M | 10.9% | |
| Voya Trgt Solution Tr: 2025 8 | — | — | — | $1.1M | 9.7% | |
| Voya Trgt Solution Tr: 2035 8 | — | — | — | $1.0M | 8.9% | |
| Voya Trgt Solution Tr: 2060 8 | — | — | — | $835K | 7.3% | |
| JP Morgan JPMorgan LgCp Grw Fnd R6 | — | — | — | $817K | 7.1% | |
| Voya Trgt Solution Tr: 2050 8 | — | — | — | $474K | 4.1% | |
| BlackRock iShares S&P 500 Index Fund K | — | — | — | $244K | 2.1% | |
| Fidelity Adv Ttl Bnd Fd Z | — | — | — | $210K | 1.8% | |
| Vanguard Vangrd Sm-Cap Vl Index Fnd Adm | — | — | — | $198K | 1.7% | |
| MFS Investment MFS International Grw Fund R6 | — | — | — | $176K | 1.5% | |
| Voya Trgt Solution Tr 2065 8 | — | — | — | $163K | 1.4% | |
| BlackRock iShares MSCI EAFE Index Fnd K | — | — | — | $149K | 1.3% | |
| T Rowe Price. TRowePrc US Eq Resrch Fd I | — | — | — | $137K | 1.2% | |
| Macquarie Macq Mid Cap Growth R6 | — | — | — | $130K | 1.1% | |
| Vanguard Vangrd Balanced Index Fnd Adm | — | — | — | $127K | 1.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $122K | 1.1% | |
| Voya Stable Value Fund II VS1 | — | — | — | $120K | 1.0% | |
| Voya Trgt Solution Tr: 2040 8 | — | — | — | $91K | 0.8% | |
| Fidelity Adv SmCp Grw Fnd Z | — | — | — | $42K | 0.4% | |
| Various Notes Receivable from Participants at 8.75% - 9.50% - | — | — | — | $35K | 0.3% | |
| John Hancock John Hanck Dis Val Md Cp Fd R6 | — | — | — | $33K | 0.3% | |
| Voya Trgt Solution Tr: Inc 8 | — | — | — | $18K | 0.2% | |
| Voya Trgt Solution Tr: 2030 8 | — | — | — | $11K | <0.1% |
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