Original filing (PDF)20250822095002NAL0005165793001

WENTHE-DAVIDSON ENGINEERING CO.

Name: WENTHE-DAVIDSON ENGINEERING CO. — WENTHE-DAVIDSON ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: WENTHE-DAVIDSON ENGINEERING CO.

Form 5500

FILING_RECEIVED

WENTHE-DAVIDSON ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

98% in single holding98% employer stockNo recordkeeper disclosed

Active participants

156

Accounts w/ balance

239

Plan assets (EOY)

$26.9M

Net assets (EOY)

$16.1M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-22

Pension benefit codes

2E · Profit-sharing

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

REILLY, PENNER & BENTON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $26.3M(97% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Wenthe-Davidson Engineering Co. Common Stock	—	—	$12.7M	$25.6M	95.2%
	BMO Harris Bank Interest bearing cash	—	—	$615K	$615K	2.3%

Related plans

Similar-size Manufacturing plans

EXPONENTIAL POWER

EXPONENTIAL POWER 401K PLAN

$27.0M · 270 participants

MOXTEK, INC.

MOXTEK 401(K) PLAN

$27.0M · 219 participants

WIREMOLD COMPANY

THE WIREMOLD COMPANY SAVINGS AND RETIREMENT PLAN

$26.9M · 233 participants

FIRST RF CORPORATION

FIRST RF CORPORATION 401(K) PLAN

$27.0M · 136 participants

HYAXIOM, INC.

HYAXIOM, INC. 401(K) PLAN

$26.7M · 212 participants