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Original filing (PDF)20251015143600NAL0010104642001
WOLVERINE FIREWORKS DISPLAY IN
Form 5500
FILING_RECEIVED
WOLVERINE FIREWORKS DISPLAY IN 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 2
28% in single holding~205 bps in Sched C fees
Active participants
29
Accounts w/ balance
39
Plan assets (EOY)
$638K
Net assets (EOY)
$638K
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
86
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "State Street State Street Target Retiremenet Fund" is 28% of plan.
- 205 bps in Schedule C fees — modestly above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOLVERINE FIREWORKS DISPLAY IN.
Plan sponsor
Name
WOLVERINE FIREWORKS DISPLAY IN
EIN
38-2748477
Address
205 W SEIDLERS RD · KAWKAWLIN, MI · 486319749
Phone
(989) 662-0121
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
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
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $13K | — |
Investments
19 direct securities · 1 pooled fund· $652K(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
$638K
19 holdings
Common Collective Trust
$14K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street State Street Target Retiremenet Fund | — | — | — | $176K | 27.6% | |
| State Street State Street Target Retiremenet 2045 Fund | — | — | — | $148K | 23.1% | |
| State Street State Street Target Retiremenet 2035 Fund | — | — | — | $103K | 16.1% | |
| State Street State Street Target Retiremenet 2025 Fund | — | — | — | $53K | 8.3% | |
| State Street State Street Target Retiremenet 2040 Fund | — | — | — | $41K | 6.4% | |
| State Street State Street Target Retiremenet 2060 Fund | — | — | — | $23K | 3.5% | |
| State Street State Street Target Retiremenet 2055 Fund | — | — | — | $19K | 3.0% | |
| State Street State Street Target Retiremenet 2020 Fund | — | — | — | $16K | 2.4% | |
| Reliance Trust Reliance Trust Sable Value Fund | — | — | — | $14K | 2.3% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $14K | 2.3% | |
| State Street State Street Target Retiremenet 2030 Fund | — | — | — | $12K | 1.9% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $9K | 1.3% | |
| TIAA-CREF Equity Index Fund Institutional Class | — | — | — | $7K | 1.2% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $4K | 0.7% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $4K | 0.6% | |
| Vanguard Balanced Index Fund Admiral Shares | — | — | — | $2K | 0.4% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $2K | 0.3% | |
| iShares MSCI EAFE Interantional Index Fund | — | — | — | $2K | 0.3% | |
| State Street State Street Agregate Bond Index Fund | — | — | — | $2K | 0.2% | |
| State Street State Street Target Retiremenet 2050 Fund | — | — | — | $1K | 0.2% |
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