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Original filing (PDF)20250708133338NAL0002284915001
WAGO CORPORATION
Form 5500
FILING_RECEIVED
WAGO CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
241
Accounts w/ balance
287
Plan assets (EOY)
$66.0M
Net assets (EOY)
$66.0M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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 WAGO CORPORATION.
Plan sponsor
Name
WAGO CORPORATION
EIN
39-1329208
Address
N120 W19129 FREISTADT ROAD · GERMANTOWN, WI · 53022
Phone
(262) 255-6333
Industry
Manufacturingsee 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
2025-07-08
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $63K | — |
| ONEAMERICA INVESTMENT ADV SERVICES | 81-3920167 | — | NONE | $18K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
26 direct securities · 1 pooled fund· $65.5M(99% 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
$62.1M
26 holdings
Common Collective Trust
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AllianceBernstein Large-Cap Growth Fund | — | — | — | $8.9M | 13.4% | |
| T Rowe Price Retirement 2020 Fund | — | — | — | $5.5M | 8.3% | |
| Vanguard Institutional Index Fund | — | — | — | $5.4M | 8.2% | |
| Vanguard Growth Index Fund | — | — | — | $4.9M | 7.5% | |
| T Rowe Price Retirement 2035 Fund | — | — | — | $4.9M | 7.4% | |
| T Rowe Price Retirement 2040 Fund | — | — | — | $3.9M | 5.8% | |
| T Rowe Price Retirement 2030 Fund | — | — | — | $3.7M | 5.6% | |
| Vanguard Small-Cap Index | — | — | — | $3.4M | 5.2% | |
| ONEAMERICA VALUE FUND CLASS Z MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $3.4M | 5.1% | |
| T Rowe Price Retirement 2025 Fund | — | — | — | $2.9M | 4.4% | |
| MFS Value Fund | — | — | — | $2.4M | 3.6% | |
| Baird Core Plus Bond Fund IV | — | — | — | $2.2M | 3.4% | |
| Federated Hermes Kaufmann Small Cap | — | — | — | $1.6M | 2.5% | |
| Vanguard Mid-Cap Value Index Fund | — | — | — | $1.6M | 2.4% | |
| T Rowe Price Retirement 2045 Fund | — | — | — | $1.6M | 2.4% | |
| Vanguard Developed Markets Index Fund | — | — | — | $1.5M | 2.2% | |
| T Rowe Price Retirement 2050 Fund | — | — | — | $1.4M | 2.2% | |
| T Rowe Price Mid-Cap Growth Fund | — | — | — | $1.2M | 1.9% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $990K | 1.5% | |
| T Rowe Price Retirement 2055 Fund | — | — | — | $907K | 1.4% | |
| Dodge & Cox International Stock Fund | — | — | — | $836K | 1.3% | |
| T Rowe Price Retirement 2010 Fund | — | — | — | $744K | 1.1% | |
| Participants Participant Loans Rates from 3.25% to 10.50% | — | — | — | $738K | 1.1% | |
| T Rowe Price Retirement 2060 Fund | — | — | — | $388K | 0.6% | |
| Vanguard Small-Cap Value Index | — | — | — | $381K | 0.6% | |
| T Rowe Price Retirement 2065 Fund | — | — | — | $106K | 0.2% | |
| T Rowe Price Retirement 2015 Fund | — | — | — | $64K | <0.1% |