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Original filing (PDF)20250926065237NAL0010558000001
WIMMER BROTHERS REALTY, INC.
Form 5500
FILING_RECEIVED
WIMMER BROTHERS SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
191
Accounts w/ balance
170
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
31 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.
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WIMMER BROTHERS REALTY, INC..
Plan sponsor
Name
WIMMER BROTHERS REALTY, INC.
EIN
39-1033618
Address
5300 S. 108TH STREET, SUITE 1 · HALES CORNERS, WI · 53130
Phone
(414) 529-3900
Industry
Constructionsee 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
2025-09-26
Pension benefit codes
2E · Profit-sharing
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
CLIFTON LARSEN ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | INVESTMENT ADVISOR | $83 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS INC. | 39-1974154 | — | TPA | $1K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH | 39-2018056 | MILWAUKEE, WI | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INSURANCE AND | 71-0294708 | MILWAUKEE, WI | SERVICE PROVIDER | $0 | — |
Investments
31 direct securities· $6.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya American Funds 2045 Target Date-R6 | — | — | — | $1.1M | 17.4% | |
| Voya American Funds 2030 Target Date-R6 | — | — | — | $794K | 12.7% | |
| Voya American Funds 2025 Target Date-R6 | — | — | — | $706K | 11.3% | |
| Voya American Funds 2055 Target Date-R6 | — | — | — | $680K | 10.9% | |
| Voya American Funds 2040 Target Date-R6 | — | — | — | $592K | 9.5% | |
| Voya American Funds 2050 Target Date-R6 | — | — | — | $533K | 8.6% | |
| Voya American Funds 2035 Target Date-R6 | — | — | — | $472K | 7.6% | |
| Voya JPMorgan Large Cap Growth Fund-R6 | — | — | — | $288K | 4.6% | |
| Voya American Funds 2060 Target Date-R6 | — | — | — | $197K | 3.2% | |
| Voya American Funds 2020 Target Date-R6 | — | — | — | $146K | 2.3% | |
| Voya American Funds New Perspective-R6 | — | — | — | $127K | 2.0% | |
| Voya Fidelity 500 Index Fund | — | — | — | $114K | 1.8% | |
| Voya American Funds 2065 Target Date-R6 | — | — | — | $79K | 1.3% | |
| Voya American Beacon Small Cap Value-R5 | — | — | — | $76K | 1.2% | |
| Voya American Funds 2015 Target Date-R6 | — | — | — | $74K | 1.2% | |
| Voya American Funds Am Balanced-R6 | — | — | — | $63K | 1.0% | |
| Voya JPMorgan Equity Income Fund-R6 | — | — | — | $34K | 0.5% | |
| Voya Fixed Account | — | — | — | $32K | 0.5% | |
| Voya American Funds 2010 Target Date-R6 | — | — | — | $29K | 0.5% | |
| Participants Notes Receivable from Participants - | — | — | — | $24K | 0.4% | |
| Voya Allspring Special Mid Cap Value Fund-R6 | — | — | — | $22K | 0.4% | |
| Voya Government Money Market Fund | — | — | — | $21K | 0.3% | |
| Voya Vanguard Small-Cap Index Fund Admiral | — | — | — | $8K | 0.1% | |
| Voya MFS International Diversification Fund-R6 | — | — | — | $7K | 0.1% | |
| Voya ClearBridge Small Cap Growth Fund | — | — | — | $6K | <0.1% | |
| Voya Fidelity Total Market Index Fund | — | — | — | $6K | <0.1% | |
| Voya PIMCO Income Fund Institutional | — | — | — | $5K | <0.1% | |
| Voya American Funds New World R6 | — | — | — | $5K | <0.1% | |
| Voya PIMCO Real Return Fund Institutional | — | — | — | $4K | <0.1% | |
| Voya MSIF Trust Discovery Portfolio IS | — | — | — | $3K | <0.1% | |
| Voya DFA Real Estate Securities Portfolio Institutional | — | — | — | $1K | <0.1% |