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Original filing (PDF)20250604110841NAL0011161345001
WEC ENERGY GROUP, INC.
Form 5500
FILING_RECEIVED
WEC ENERGY GROUP LIMITED RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
16% employer stock
Active participants
171
Accounts w/ balance
171
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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
88
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 16% of plan in employer / sponsor stock.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEC ENERGY GROUP, INC..
Plan sponsor
Name
WEC ENERGY GROUP, INC.
EIN
39-1391525
Address
231 W. MICHIGAN STREET, P409 · MILWAUKEE, WI · 53203
Phone
(414) 221-3131
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
050
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-04
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE, LLP | 35-0921680 | — | N/A | $8K | — |
Investments
30 direct securities · 1 pooled fund· $16.3M(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.
Master Trust
$8.2M
1 holding
Uncategorized
$7.8M
29 holdings
Mutual Funds
$324K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WEC ENERGY GROUP MASTER TRUST WEC ENERGY GROUP, INC. · EIN 04-3603774 / PN 001 | Master Trust | — | — | $8.2M | 93.9% | |
| Fidelity Growth Company F | — | — | — | $1.6M | 18.2% | |
| Company Common Stock Fund * WEC Energy Group ESOP Fund | — | — | — | $1.3M | 15.0% | |
| Fidelity 500 Index Fund | — | — | — | $891K | 10.2% | |
| Fidelity Freedom Income K 72 * MFS Value R6 | — | — | — | $432K | 5.0% | |
| Fidelity Freedom 2045 Comm Pool F | — | — | — | $384K | 4.4% | |
| Fidelity Freedom 2035 Comm Pool F | — | — | — | $346K | 4.0% | |
| s * Fidelity Balanced K | Mutual Funds | — | — | $324K | 3.7% | |
| FID US BOND IDX | — | — | — | $287K | 3.3% | |
| FID MID CAP IDX | — | — | — | $284K | 3.3% | |
| Blended Rate Income Fund | — | — | — | $273K | 3.1% | |
| Fidelity Freedom 2025 Comm Pool F | — | — | — | $216K | 2.5% | |
| FIMM Govt Institutional | — | — | — | $213K | 2.4% | |
| FID INTL INDEX | — | — | — | $184K | 2.1% | |
| Common Collective Trust Funds * Fidelity Diversified International A | — | — | — | $182K | 2.1% | |
| Fidelity Freedom 2030 Comm Pool F | — | — | — | $170K | 2.0% | |
| Fidelity Low-Priced Stock A | — | — | — | $164K | 1.9% | |
| Federated MDT SmallCap CORE Instl | — | — | — | $160K | 1.8% | |
| Fidelity Freedom 2040 Comm Pool F | — | — | — | $135K | 1.6% | |
| FID SM CAP IDX | — | — | — | $127K | 1.5% | |
| Fidelity Freedom 2050 Comm Pool F | — | — | — | $109K | 1.3% | |
| Fidelity Freedom 2055 Comm Pool F | — | — | — | $85K | 1.0% | |
| Fidelity Freedom 2060 Comm Pool F | — | — | — | $66K | 0.8% | |
| FID ST BOND IDX | — | — | — | $65K | 0.7% | |
| FID INFL PR BD IDX | — | — | — | $41K | 0.5% | |
| Fidelity Freedom 2020 Comm Pool F | — | — | — | $36K | 0.4% | |
| Virtus KAR International Small Cap R6 | — | — | — | $30K | 0.3% | |
| Fidelity Freedom 2065 Comm Pool F | — | — | — | $27K | 0.3% | |
| Fidelity Freedom Inc Comm Pool F | — | — | — | $21K | 0.2% | |
| Fidelity Freedom 2015 Comm Pool F | — | — | — | $13K | 0.2% | |
| Fidelity Freedom 2010 Comm Pool F | — | — | — | $12K | 0.1% |