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Original filing (PDF)20251007074319NAL0004449057001
WENTHE-DAVIDSON ENGINEERING CO.
Form 5500
FILING_RECEIVED
WENTHE-DAVIDSON ENGINEERING CO. EMPLOYEES' PROFIT SHARING PLAN AND 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
156
Accounts w/ balance
202
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
36 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 (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WENTHE-DAVIDSON ENGINEERING CO..
Plan sponsor
Name
WENTHE-DAVIDSON ENGINEERING CO.
EIN
39-0696715
Address
16300 WEST ROGERS DRIVE · NEW BERLIN, WI · 531510286
Phone
(262) 782-1550
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial 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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
REILLY PENNER & BENTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $12K | — |
Investments
34 direct securities · 2 pooled funds· $15.7M(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
$15.3M
34 holdings
Common Collective Trust
$392K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund - X Registered Investment Company | — | — | — | $1.8M | 11.3% | |
| T. Rowe Price Retirement Fund 2030 Registered Investment Company | — | — | — | $1.7M | 11.0% | |
| Vanguard 500 Index Fund Registered Investment Company | — | — | — | $1.2M | 7.6% | |
| Baird Core Plus Bond Fund Class Institutional Registered Investment Company | — | — | — | $1.1M | 6.8% | |
| T. Rowe Price Blue Chip Growth Fund I Class Registered Investment Company | — | — | — | $990K | 6.3% | |
| T. Rowe Price Retirement Fund 2050 Registered Investment Company | — | — | — | $930K | 5.9% | |
| T. Rowe Price Retirement Fund 2040 Registered Investment Company | — | — | — | $807K | 5.1% | |
| T. Rowe Price Retirement Fund 2035 Registered Investment Company | — | — | — | $687K | 4.4% | |
| American Fds Washington Mutual Investors Fund Registered Investment Company | — | — | — | $604K | 3.8% | |
| T. Rowe Price Retirement Fund 2060 Registered Investment Company | — | — | — | $579K | 3.7% | |
| Vanguard Short-Term Investment-Grade Fund Registered Investment Company | — | — | — | $577K | 3.7% | |
| Vanguard Mid Cap Index Fund Registered Investment Company | — | — | — | $408K | 2.6% | |
| ASSOCIATED STABLE VALUE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6571683 / PN 001 | Common Collective Trust | — | — | $390K | 2.5% | |
| T. Rowe Price Retirement Fund 2045 Registered Investment Company | — | — | — | $378K | 2.4% | |
| MFS New Discovery Value Fund Registered Investment Company ** 257 MFS Mid Cap Growth Fund Class R6 Registered Investment Company | — | — | — | $368K | 2.3% | |
| American Funds The Growth Fund of America Registered Investment Company | — | — | — | $355K | 2.3% | |
| Oakmark Fund Registered Investment Company | — | — | — | $350K | 2.2% | |
| MFS Mid Cap Value Fund Class R6 Registered Investment Company | — | — | — | $349K | 2.2% | |
| Dodge & Cox Income Fund Registered Investment Company | — | — | — | $313K | 2.0% | |
| Vanguard Value Index Registered Investment Company | — | — | — | $278K | 1.8% | |
| Participant Loans Receivable Interest rates 5.25% to 10.50% -0- | — | — | — | $259K | 1.6% | |
| Wasatch Core Growth Fund Registered Investment Company | — | — | — | $219K | 1.4% | |
| MFS International Diversification Fund Class R6 Registered Investment Company | — | — | — | $209K | 1.3% | |
| Vanguard Total International Stock Index Registered Investment Company | — | — | — | $193K | 1.2% | |
| T. Rowe Price Retirement Fund 2020 Registered Investment Company | — | — | — | $189K | 1.2% | |
| T. Rowe Price Retirement Fund 2025 Registered Investment Company | — | — | — | $134K | 0.9% | |
| Vanguard Small Cap Index Fund Registered Investment Company | — | — | — | $103K | 0.7% | |
| Fidelity International Appreciation Fund K6 Registered Investment Company | — | — | — | $82K | 0.5% | |
| T. Rowe Price Retirement Fund 2015 Registered Investment Company | — | — | — | $50K | 0.3% | |
| Goldman Sachs Govt MM Inst Fund Interest Bearing cash | — | — | — | $41K | 0.3% | |
| T. Rowe Price Retirement Fund 2055 Registered Investment Company | — | — | — | $36K | 0.2% | |
| T. Rowe Price Retirement Fund 2065 Registered Investment Company | — | — | — | $16K | <0.1% | |
| Vanguard International Value Fund Investor Shares Registered Investment Company | — | — | — | $5K | <0.1% | |
| American Funds EuroPacific Growth Fund Class Registered Investment Company | — | — | — | $5K | <0.1% | |
| T. Rowe Price Retirement Fund 2010 Registered Investment Company | — | — | — | $5K | <0.1% | |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
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