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Original filing (PDF)20251015104305NAL0002264547001
WLCFS
Form 5500
FILING_RECEIVED
WLCFS RETIREMENT READINESS PLAN
401(k) retirement plan
Active participants
176
Accounts w/ balance
177
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WLCFS.
Plan sponsor
Name
WLCFS
EIN
39-1047224
Address
W175 N11120 STONEWOOD DRIVE · GERMANTOWN, WI · 53022
Phone
(262) 345-5530
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2E · Profit-sharing
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
VRAKAS SC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | FIDUCIARY | $3K | — |
Investments
32 direct securities· $5.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mutual of America | — | — | — | $800K | 14.1% | |
| Mutual of America | — | — | — | $722K | 12.8% | |
| Mutual of America | — | — | — | $653K | 11.5% | |
| Mutual of America | — | — | — | $508K | 9.0% | |
| Mutual of America | — | — | — | $382K | 6.7% | |
| Mutual of America | — | — | — | $375K | 6.6% | |
| T. Rowe Price | — | — | — | $332K | 5.9% | |
| Mutual of America | — | — | — | $322K | 5.7% | |
| Mutual of America | — | — | — | $314K | 5.5% | |
| Mutual of America | — | — | — | $247K | 4.4% | |
| Mutual of America | — | — | — | $208K | 3.7% | |
| Mutual of America | — | — | — | $134K | 2.4% | |
| Calvert Research and Management | — | — | — | $103K | 1.8% | |
| Dodge & Cox | — | — | — | $99K | 1.8% | |
| Mutual of America | — | — | — | $90K | 1.6% | |
| BlackRock | — | — | — | $74K | 1.3% | |
| Vanguard | — | — | — | $52K | 0.9% | |
| Mutual of America | — | — | — | $38K | 0.7% | |
| Mutual of America | — | — | — | $35K | 0.6% | |
| Victory Capital Management | — | — | — | $32K | 0.6% | |
| PIMCO | — | — | — | $30K | 0.5% | |
| Macquire | — | — | — | $27K | 0.5% | |
| MFS | — | — | — | $20K | 0.4% | |
| Vanguard | — | — | — | $20K | 0.4% | |
| Vanguard | — | — | — | $10K | 0.2% | |
| Mutual of America | — | — | — | $9K | 0.2% | |
| Calvert Research and Management | — | — | — | $8K | 0.1% | |
| Calvert Research and Management | — | — | — | $8K | 0.1% | |
| American Funds | — | — | — | $7K | 0.1% | |
| Calvert Research and Management | — | — | — | $2K | <0.1% | |
| Invesco | — | — | — | $648 | <0.1% | |
| Vanguard | — | — | — | $73 | <0.1% |
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