Original filing (PDF)20251009152639NAL0011757840001

WELLENSTEIN & SONS, INC.

Name: WELLENSTEIN & SONS, INC. — WELLENSTEIN & SONS, INC. PROFIT SHARING RETIREMENT PLAN, Form 5500 (2024)
Creator: WELLENSTEIN & SONS, INC.

Form 5500-SF

FILING_RECEIVED

WELLENSTEIN & SONS, INC. PROFIT SHARING RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELLENSTEIN & SONS, INC..

Plan sponsor

Name

WELLENSTEIN & SONS, INC.

EIN

39-0852140

Address

227 SUSSEX STREET · PEWAUKEE, WI · 53072

Phone

(262) 695-3580

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

M.C. BROWN CONSTRUCTION & DEVELOPMENT

BROWN CONSTRUCTION 401(K) PLAN

$2.7M · 11 participants

GTJ FIELD SERVICES LLC

GTJ 401(K) PROFIT SHARING PLAN

$2.7M · 18 participants

AFG PARTNERS, LLC DBA INSIGNIA HOMES LLC

INSIGNIA HOMES 401(K) PROFIT SHARING PLAN

$2.7M · 46 participants

MORRIS CERULLO WORLD EVANGELISM

MORRIS CERULLO WORLD EVANGELISM 401(K) PROFIT SHARING PLAN AND TRUST

$2.7M · 138 participants

PINNACLE HOMES, INC.

PINNACLE HOMES, INC. PROFIT SHARING PLAN