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Original filing (PDF)20250725093622NAL0008502688001
NORTHWIRE, INC.
Form 5500
FILING_RECEIVED
NORTHWIRE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
158
Accounts w/ balance
228
Plan assets (EOY)
$14.3M
Net assets (EOY)
$14.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
28 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
- 48 bps in Schedule C fees — 65% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHWIRE, INC..
Plan sponsor
Name
NORTHWIRE, INC.
EIN
39-1160795
Address
110 PROSPECT WAY · OSCEOLA, WI · 54020
Phone
(715) 294-2121
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BERGAN KDV, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $36K | — |
Investments
25 direct securities · 3 pooled funds· $14.3M(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
$12.3M
25 holdings
Common Collective Trust
$2.0M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Inv Mutual Funds | — | — | — | $1.7M | 12.0% | |
| Fidelity 500 Index Mutual Funds | — | — | — | $1.3M | 9.2% | |
| Emerald Growth Institutional Mutual Funds | — | — | — | $1.3M | 8.9% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4139848 / PN 000 | Common Collective Trust | — | — | $1.0M | 7.0% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $991K | 6.9% | |
| Vanguard Target Retirement 2055 Inv Mutual Funds | — | — | — | $802K | 5.6% | |
| Vanguard Target Retirement 2030 Inv Mutual Funds | — | — | — | $749K | 5.2% | |
| Oakmark International Advisor Mutual Funds | — | — | — | $742K | 5.2% | |
| Vanguard Target Retirement 2035 Inv Mutual Funds | — | — | — | $740K | 5.2% | |
| Vanguard Target Retirement 2040 Inv Mutual Funds | — | — | — | $625K | 4.4% | |
| Vanguard Target Retirement 2045 Inv Mutual Funds | — | — | — | $569K | 4.0% | |
| Vanguard Target Retirement 2050 Inv Mutual Funds | — | — | — | $525K | 3.7% | |
| EI Fixed Account Series Class III Guaranteed Investment Contract | — | — | — | $456K | 3.2% | |
| Fidelity Mid Cap Index Mutual Funds | — | — | — | $449K | 3.1% | |
| Undiscovered Mgrs Behavioral Value R6 Mutual Funds | — | — | — | $385K | 2.7% | |
| PGIM Jennison Utility A Mutual Funds | — | — | — | $367K | 2.6% | |
| Vanguard Balance Index Adm Mutual Funds | — | — | — | $309K | 2.2% | |
| PGIM Total Return Bond Z Mutual Funds | — | — | — | $296K | 2.1% | |
| Vanguard Target Retirement 2060 Inv Mutual Funds | — | — | — | $291K | 2.0% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% $ - | — | — | — | $192K | 1.3% | |
| Vanguard Target Retirement Income Inv Mutual Funds ** 227 Vanguard Target Retirement 2020 Inv Mutual Funds | — | — | — | $119K | 0.8% | |
| Vanguard Target Retirement 2065 Inv Mutual Funds | — | — | — | $88K | 0.6% | |
| Vanguard GNMA Adm Mutual Funds | — | — | — | $73K | 0.5% | |
| Fidelity Small Cap Index Mutual Funds | — | — | — | $63K | 0.4% | |
| Nuveen Real Estate Securities I Mutual Funds | — | — | — | $52K | 0.4% | |
| EMERGING MARKETS FUND CLASS I1 GREAT GRAY · EIN 86-1819869 / PN 000 | Common Collective Trust | — | — | $45K | 0.3% | |
| Vanguard Materials Index Adm Mutual Funds | — | — | — | $33K | 0.2% | |
| Templeton Global Bond Adv Mutual Funds | — | — | — | $31K | 0.2% |
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