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Original filing (PDF)20251231131027NAL0047357458001
WEYCO GROUP, INC.
Form 5500
FILING_RECEIVED
WEYCO GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.5 moNo recordkeeper disclosed
Active participants
330
Accounts w/ balance
416
Plan assets (EOY)
$55.0M
Net assets (EOY)
$55.0M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
94
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.5 months past the 10.5-month grace window.
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEYCO GROUP, INC..
Plan sponsor
Name
WEYCO GROUP, INC.
EIN
39-0702200
Address
333 W. ESTABROOK BLVD. · GLENDALE, WI · 53212
Phone
(414) 908-1600
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-31
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $63K | — |
| ROBERT W BAIRD, INC | — | MILWAUKEE, WI | NONE | $60K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
25 direct securities · 1 pooled fund· $54.9M(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
$52.0M
25 holdings
Common Collective Trust
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC VANGUARD 500 INDEX FUND ADM #540 | — | — | — | $8.5M | 15.5% | |
| AMERICAN FUNDS AMERICAN 2025 TARGET DATE | — | — | — | $4.9M | 8.9% | |
| HARBOR CAPITAL ADVISORS INC HARBOR CAPITAL APPRECIATION FD INV | — | — | — | $4.7M | 8.5% | |
| AMERICAN FUNDS AMERICAN 2030 TARGET DATE | — | — | — | $4.1M | 7.4% | |
| AMERICAN FUNDS AMERICAN 2040 TARGET DATE | — | — | — | $3.5M | 6.4% | |
| AMERICAN FUNDS AMERICAN 2055 TARGET DATE | — | — | — | $3.2M | 5.9% | |
| AMERICAN FUNDS AMERICAN 2050 TARGET DATE | — | — | — | $2.9M | 5.3% | |
| ONEAMERICA STABLE VALUE I MIDWEST TRUST · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $2.9M | 5.2% | |
| T ROWE PRICE ASSOCIATES T ROWE PRICE MID-CAP GROWTH FUND | — | — | — | $2.1M | 3.8% | |
| VANGUARD GROUP INC VANGUARD SMALL CAP INDEX FUND | — | — | — | $2.0M | 3.7% | |
| AMERICAN FUNDS AMERICAN 2060 TARGET DATE | — | — | — | $2.0M | 3.7% | |
| METROPOLITAN WEST ASSET MANAGEMENT LLC TCW METWEST TOTAL RETURN BD I | — | — | — | $1.6M | 3.0% | |
| AMERICAN FUNDS AMERICAN 2045 TARGET DATE | — | — | — | $1.6M | 2.9% | |
| AMERICAN FUNDS AMERICAN 2035 TARGET DATE | — | — | — | $1.3M | 2.4% | |
| AMERICAN FUNDS AMERICAN 2020 TARGET DATE | — | — | — | $1.2M | 2.2% | |
| ARTISAN PARTNERS LP ARTISAN SMALL CAP FUND #660 | — | — | — | $1.2M | 2.2% | |
| AMERICAN FUNDS AMERICAN 2015 TARGET DATE | — | — | — | $1.2M | 2.2% | |
| MFS INVESTMENT MANAGEMENT MFS VALUE FUND CLASS A #93 | — | — | — | $1.0M | 1.8% | |
| MFS INVESTMENT MANAGEMENT MFS MID-CAP VALUE FUND CLASS R6 | — | — | — | $1.0M | 1.8% | |
| VANGUARD GROUP INC VANGUARD MID-CAP INDEX FUND - ADM | — | — | — | $968K | 1.8% | |
| AMERICAN FUNDS AMERICAN EUROPACIFIC GROWTH FUND | — | — | — | $955K | 1.7% | |
| ARTISAN PARTNERS LP ARTISAN INTERNATIONAL FUND #661 | — | — | — | $852K | 1.6% | |
| PARTICIPANT LOANS INTEREST RATE RANGE 3.25-10.0% 0 | — | — | — | $571K | 1.0% | |
| [b] Identity of issue, borrower, interest, collateral, par or [a] lessor, or similar party maturity value [d] Cost [e] Current Value AMERICAN FUNDS AMERICAN 2010 TARGET DATE | — | — | — | $203K | 0.4% | |
| VANGUARD GROUP INC VANGUARD INTERM_TERM BOND INDEX ADM | — | — | — | $162K | 0.3% | |
| VANGUARD GROUP INC VANGUARD SHORT-TERM INVESTMENT GRADE ADM | — | — | — | $88K | 0.2% |
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