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Original filing (PDF)20250926112305NAL0021548514001
IEWC CORP.
Form 5500
FILING_RECEIVED
IEWC CORP. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
391
Accounts w/ balance
452
Plan assets (EOY)
$33.7M
Net assets (EOY)
$33.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IEWC CORP..
Plan sponsor
Name
IEWC CORP.
EIN
39-0987362
Address
5001 SOUTH TOWNE DRIVE · NEW BERLIN, WI · 531517956
Phone
(262) 957-1223
Industry
Wholesale Tradesee 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
2025-09-26
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $82K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPERA | 20-8764829 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
32 direct securities · 1 pooled fund· $50.8M(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
$33.0M
31 holdings
Common Collective Trust
$17.1M
1 holding
Mutual Funds
$733K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN TIAA LC IDX RET INC J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $17.1M | 50.9% | |
| Fidelity 500 Index Fund | — | — | — | $4.7M | 13.8% | |
| Nuveen TIAA Lifecycle Index 2050 Class J | — | — | — | $2.9M | 8.6% | |
| Nuveen TIAA Lifecycle Index 2045 Class J | — | — | — | $2.7M | 8.0% | |
| Nuveen TIAA Lifecycle Index 2040 Class J | — | — | — | $2.7M | 8.0% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $2.5M | 7.5% | |
| Fully Benefit-Responsive Investment Contract * Principal Life Insurance Company Principal Fixed Income Guaranteed Option | — | — | — | $2.4M | 7.1% | |
| Nuveen TIAA Lifecycle Index 2025 Class J | — | — | — | $2.2M | 6.6% | |
| Nuveen TIAA Lifecycle Index 2030 Class J | — | — | — | $2.0M | 5.8% | |
| Dodge & Cox Funds Dodge & Cox Income Fund | — | — | — | $1.8M | 5.3% | |
| Nuveen TIAA Lifecycle Index 2055 Class J | — | — | — | $1.7M | 5.1% | |
| Nuveen TIAA Lifecycle Index 2035 Class J | — | — | — | $1.4M | 4.3% | |
| Dodge & Cox Funds Dodge & Cox Stock Fund | — | — | — | $1.2M | 3.6% | |
| Nuveen TIAA Lifecycle Index 2020 Class J | — | — | — | $834K | 2.5% | |
| Dodge & Cox Funds Dodge & Cox Intl Stock Fund | — | — | — | $797K | 2.4% | |
| American Century Investments American Century Midcap Value | Mutual Funds | — | — | $733K | 2.2% | |
| Vanguard Small-Cap Index Fund | — | — | — | $704K | 2.1% | |
| Participant loans Interest rates at 4.25% to 9.50% -0- | — | — | — | $435K | 1.3% | |
| Nuveen TIAA Lifecycle Index 2060 Class J | — | — | — | $337K | 1.0% | |
| T Rowe Price T Rowe Price Midcap Growth Fund | — | — | — | $295K | 0.9% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $276K | 0.8% | |
| T Rowe Price T Rowe Price QM US Small-Cap Growth Equity Fund | — | — | — | $257K | 0.8% | |
| Nuveen TIAA Lifecycle Index 2065 Class J | — | — | — | $228K | 0.7% | |
| PIMCO CommoditiesPLUS Strategy Fund | — | — | — | $172K | 0.5% | |
| Fidelity International Index Fund | — | — | — | $124K | 0.4% | |
| Nuveen TIAA Lifecycle Index 2015 Class J | — | — | — | $98K | 0.3% | |
| Franklin Small Cap Value Fund | — | — | — | $74K | 0.2% | |
| (E) | — | — | — | $36K | 0.1% | |
| Cohen & Steers Cohen & Steers Instl Realty Sh Fund | — | — | — | $36K | 0.1% | |
| Nuveen Emerging Markets Equity Index Fund | — | — | — | $26K | <0.1% | |
| Collective Trust Funds Nuveen TIAA Lifecycle Index 2010 Class J | — | — | — | $19K | <0.1% | |
| JOHCM Emerging Markets Opportunities Fund | — | — | — | $10K | <0.1% | |
| Nuveen TIAA Lifecycle Index Retirement Income Class J | — | — | — | $2K | <0.1% |
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