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Original filing (PDF)20251013130108NAL0000627107001
WISCO INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
WISCO INDUSTRIES PROFIT SHARING PLAN
401(k) retirement plan
Active participants
106
Accounts w/ balance
119
Plan assets (EOY)
$17.5M
Net assets (EOY)
$17.5M
How this plan invests
This plan
23 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 58% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WISCO INDUSTRIES, INC..
Plan sponsor
Name
WISCO INDUSTRIES, INC.
EIN
39-0789121
Address
736 JANESVILLE STREET · OREGON, WI · 53575
Phone
(608) 835-3106
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
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
VRAKAS S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $46K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS INC. | — | MILWAUKEE, WI | TPA | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
23 direct securities· $17.2M(98% of reported assets)
Uncategorized
$15.6M
21 holdings
Guaranteed Income / GIC
$1.3M
1 holding
Mutual Funds
$271K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Invesco Core Bond Fund | — | — | — | $3.0M | 17.4% | |
| Goldman Sachs International Equity Income Fund | — | — | — | $1.8M | 10.1% | |
| Invesco Equally Weighted S&P 500 Fund | — | — | — | $1.4M | 7.9% | |
| JPMorgan Equity Income Fund | — | — | — | $1.4M | 7.7% | |
| * Empower Annuity Insurance Company of America Guaranteed Interest Fund | Guaranteed Income / GIC | — | — | $1.3M | 7.4% | |
| Fidelity Equity Growth Fund | — | — | — | $1.3M | 7.3% | |
| BlackRock High Yield Fund | — | — | — | $896K | 5.1% | |
| PIMCO Real Return Fund | — | — | — | $891K | 5.1% | |
| Fidelity Mid Cap Fund | — | — | — | $746K | 4.3% | |
| Dimensional Fund Advisors Emerging Markets Core Equity Fund | — | — | — | $663K | 3.8% | |
| Nicholas II Inc. Fund | — | — | — | $636K | 3.6% | |
| Principal Mid Cap Value Fund | — | — | — | $453K | 2.6% | |
| Fidelity Small Cap Fund | — | — | — | $427K | 2.4% | |
| American Funds EuroPacific Growth Fund | — | — | — | $417K | 2.4% | |
| Nationwide Geneva Small Cap Growth Fund | — | — | — | $376K | 2.2% | |
| PIMCO Total Return Fund | — | — | — | $359K | 2.1% | |
| Vanguard Real Estate Index Fund | — | — | — | $297K | 1.7% | |
| American Beacon Small Cap Value Fund | Mutual Funds | — | — | $271K | 1.6% | |
| PIMCO Dynamic Bond Fund | — | — | — | $198K | 1.1% | |
| Vanguard 500 Index Fund | — | — | — | $159K | 0.9% | |
| Virtus AlphaSimplex Managed Futures Strategy Fund | — | — | — | $142K | 0.8% | |
| PIMCO Commodity Real Return Strategy Fund | — | — | — | $93K | 0.5% | |
| Lincoln Financial Group Cash surrender value of life insurance | — | — | — | $67K | 0.4% |
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