Back to filter
Original filing (PDF)20251013071907NAL0000775393001
WILSONART LLC
Form 5500
FILING_RECEIVED
WILSONART SAVINGS & INVESTMENT PLAN
401(k) retirement plan
Active participants
2,469
Accounts w/ balance
3,203
Plan assets (EOY)
$330.8M
Net assets (EOY)
$330.8M
How this plan invests
This plan
12 pooled trusts
Schedule D
42 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 WILSONART LLC.
Plan sponsor
Name
WILSONART LLC
EIN
37-1699313
Address
13413 GALLERIA CIRCLE · STE 200 · AUSTIN, TX · 78738
Phone
(254) 207-6131
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
2025-10-13
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2E · Profit-sharing
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $310K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
27 direct securities · 12 pooled funds· $468.4M(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
$319.2M
27 holdings
Common Collective Trust
$149.2M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index I Fund " | — | — | — | $42.4M | 12.8% | |
| VANGRD TRGT RTIRE 2030 TRST II VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $31.7M | 9.6% | |
| Vanguard Target Retirement 2030 Trust II Fund " | — | — | — | $31.7M | 9.6% | |
| JPMorgan Large Cap Growth R6 Fund " | — | — | — | $31.0M | 9.4% | |
| Vanguard Target Retirement 2035 Trust II Fund " | — | — | — | $28.3M | 8.6% | |
| VANGRD TRGT RTIRE 2035 TRST II VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $28.3M | 8.6% | |
| FEDERATED HERMES CAPITAL PRESERV Y FEDERATED · EIN 22-2712853 / PN 000 | Common Collective Trust | — | — | $22.9M | 6.9% | |
| Vanguard Target Retirement 2025 Trust II Fund " | — | — | — | $18.8M | 5.7% | |
| VANGRD TRGT RTIRE 2025 TRST II VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $18.8M | 5.7% | |
| Vanguard Extended Mkt Index Instl | — | — | — | $17.2M | 5.2% | |
| Vanguard Equity-Income Adm Fund " | — | — | — | $16.0M | 4.8% | |
| American Funds EuroPacific Growth R6 Fund Mutual fund | — | — | — | $13.6M | 4.1% | |
| Vanguard Target Retirement 2040 Trust II Fund " | — | — | — | $13.3M | 4.0% | |
| VANGRD TRGT RTIRE 2040 TRST II VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $13.3M | 4.0% | |
| Participant Loans (3.25% - 8.50%) - | — | — | — | $10.8M | 3.3% | |
| Participants Notes Receivable with interest rates of 3.25% to 8.50% | — | — | — | $10.7M | 3.2% | |
| Vanguard Target Retirement 2045 Trust II Fund " | — | — | — | $10.1M | 3.1% | |
| VANGRD TRGT RTIRE 2045 TRST II VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $10.1M | 3.1% | |
| Vanguard Total Bond Market Index I Fund " | — | — | — | $9.1M | 2.7% | |
| JPMorgan Mid Cap Value L Fund " | — | — | — | $8.8M | 2.7% | |
| Vanguard Target Retirement 2050 Trust II Fund " | — | — | — | $7.7M | 2.3% | |
| VANGRD TRGT RTIRE 2050 TRST II VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $7.7M | 2.3% | |
| Neuberger Berman Mid Cap Growth Inst Fund " | — | — | — | $7.7M | 2.3% | |
| Macquarie Small Cap Core Fund " | — | — | — | $7.3M | 2.2% | |
| Vanguard Total Intl Stock Index I Fund " | — | — | — | $6.9M | 2.1% | |
| Fidelity Total Bond K6 Fund " | — | — | — | $6.7M | 2.0% | |
| Vanguard Target Retirement 2055 Trust II Fund " | — | — | — | $5.2M | 1.6% | |
| VANGRD TRGT RTIRE 2055 TRST II VANGUARD · EIN 25-6715091 / PN 001 | Common Collective Trust | — | — | $5.2M | 1.6% | |
| Vanguard Target Retirement 2060 Trust II Fund " | — | — | — | $4.1M | 1.2% | |
| VANGRD TRGT RTIRE 2060 TRST II VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $4.1M | 1.2% | |
| Vanguard Inflation Protected Secs Adm Fund " | — | — | — | $3.7M | 1.1% | |
| Vanguard Trgt Retment 2065 Trust II | — | — | — | $2.8M | 0.9% | |
| VANGUARD TRGT RETMENT 2065 TRUST II VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.9% | |
| Vanguard Target Retirement 2020 Trust II Fund " | — | — | — | $2.3M | 0.7% | |
| VANGRD TRGT RTIRE 2020 TRST II VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.7% | |
| Vanguard Target Retirement Inc. Trust II Fund " | — | — | — | $2.0M | 0.6% | |
| VANGRD TRGT RTIRE INCM TRST II VANGUARD · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.6% | |
| State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $518K | 0.2% | |
| Interest-bearing cash and cash equivalent | — | — | — | $518K | 0.2% |