How big is BANE-Welker Equipment, LLC's plan?

BANE-Welker Equipment, LLC's plan reported $17.9M in assets and 279 participants for 2024.

Original filing (PDF)20251007082427NAL0004493969001

BANE-Welker Equipment, LLC

Name: BANE-Welker Equipment, LLC — BANE-Welker Equipment, Form 5500 (2024)
Creator: BANE-Welker Equipment, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

BANE-Welker Equipment, LLC 401(k) Plan

401(k) retirement plan · BANE-Welker Equipment, LLC's BANE-Welker Equipment, LLC 401(k) Plan held $17.9M in plan assets for 279 participants in 2024, with Fidelity as recordkeeper.

Active participants

279

Accounts w/ balance

384

Plan assets (EOY)

$17.9M

Net assets (EOY)

$17.9M

People on this filing

Kyle Young signed BANE-Welker Equipment, LLC's 2024 Form 5500 as plan administrator.

Kyle Young — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BANE-Welker Equipment, LLC's EIN is 36-4748678.

EIN 36-4748678

Plan number 001

Plan year 2024

ACK ID 20251007082427NAL0004493969001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BANE-Welker Equipment, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BANE-Welker Equipment, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BANE-WELKER EQUIPMENT, LLC.

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How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

BANE-WELKER EQUIPMENT, LLC

EIN

all filings

Address

33 E 700 S · LADOGA, IN · 47954

Phone

(765) 866-0494

Industry

Retail Trade

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

2025-10-07

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$46K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROCOURSE FIDUCIARY ADVISORS LLC	45-5291215	—	ADVISOR	$20K	—

Investments

24 direct securities· $17.4M(97% of reported assets)

Mutual Funds

$16.2M

22 holdings

Common Collective Trusts

$935K

1 holding

Bonds / Notes

$194K

1 holding

					% of plan
Fidelity Management Trust Company American Funds 2040 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$2.0M	11.4%
Fidelity Management Trust Company American Funds 2035 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$1.9M	10.7%
Fidelity Management Trust Company American Funds 2050 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$1.9M	10.5%
Fidelity Management Trust Company American Funds 2060 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$1.6M	9.0%
Fidelity Management Trust Company American Funds 2030 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$1.5M	8.5%
Fidelity Management Trust Company American Funds 2055 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$1.5M	8.2%
Fidelity Management Trust Company American Funds 2045 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$1.0M	5.7%
Fidelity Management Trust Company Fidelity Large Cap Growth Index Fund	Common Collective Trusts	—	—	$935K	5.2%
Fidelity Management Trust Company American Funds 2025 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$913K	5.1%
Fidelity Management Trust Company JPMorgan Equity Income Fund Class R6	Mutual Funds	—	—	$768K	4.3%
Fidelity Management Trust Company Fidelity Government Money Market K6	Mutual Funds	—	—	$521K	2.9%
Fidelity Management Trust Company American Funds 2020 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$440K	2.5%
Fidelity Management Trust Company American Funds EuroPacific Growth Fund Class R6	Mutual Funds	—	—	$412K	2.3%
Fidelity Management Trust Company Fidelity Small Cap Index	Mutual Funds	—	—	$394K	2.2%
Fidelity Management Trust Company Carillon Eagle Mid Cap Growth I Fund	Mutual Funds	—	—	$381K	2.1%
Fidelity Management Trust Company American Funds 2065 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$287K	1.6%
Fidelity Management Trust Company Fidelity Medium Cap Index	Mutual Funds	—	—	$221K	1.2%
Participant Loans Interest Rate 4.25%	Bonds / Notes	—	—	$194K	1.1%
Fidelity Management Trust Company American Century Mid Cap Value Fund R6 Class	Mutual Funds	—	—	$146K	0.8%
Fidelity Management Trust Company American Funds 2015 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$133K	0.7%
Fidelity Management Trust Company Fidelity Advisor Total Bond Fund	Mutual Funds	—	—	$110K	0.6%
Fidelity Management Trust Company American Funds New World Fund Class R6	Mutual Funds	—	—	$47K	0.3%
Fidelity Management Trust Company American Funds 2010 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$3K	<0.1%
Fidelity Management Trust Company AB Global Bond Fund I	Mutual Funds	—	—	$2K	<0.1%