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Original filing (PDF)20251013182502NAL0000897587001
WILLMAN INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC.
Defined-benefit pension plan
Active participants
19
Accounts w/ balance
—
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
22 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 WILLMAN INDUSTRIES, INC..
Plan sponsor
Name
WILLMAN INDUSTRIES, INC.
EIN
39-1589780
Address
388 S MAIN ST · CEDAR GROVE, WI · 530131611
Phone
(920) 668-8526
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
2025-10-13
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY | 39-1564826 | — | INVESTMENT ADVISOR | $19K | — |
Investments
20 direct securities · 2 pooled funds· $4.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$3.5M
20 holdings
Common Collective Trust
$711K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge & Cox Stock Fund Com | — | — | $481K | $763K | 18.2% | |
| American Funds Growth Fund of America | — | — | $424K | $690K | 16.4% | |
| ASSOCIATED SHORT TERM FUND ASSOCIATED TRUST COMPANY NA · EIN 39-6452896 / PN 001 | Common Collective Trust | — | $466K | $568K | 13.5% | |
| Vaneck Vectors Gold Miners ETF | — | — | $209K | $299K | 7.1% | |
| Wasatch Small Cap Growth Fund | — | — | $187K | $195K | 4.6% | |
| American Beacon Small Cap Value Fund | — | — | $197K | $170K | 4.0% | |
| Virtus Ceredex Mid Cap Value Equity Fund | — | — | $178K | $163K | 3.9% | |
| T. Rowe Price Mid Cap Growth Fund | — | — | $114K | $161K | 3.8% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY NA · EIN 39-6452896 / PN 002 | Common Collective Trust | — | $99K | $143K | 3.4% | |
| Vanguard Intermediate Term Bond ETF | — | — | $162K | $133K | 3.2% | |
| Invesco QQQ ETF | — | — | $75K | $107K | 2.6% | |
| American Funds EuroPacific Growth Fund | — | — | $84K | $99K | 2.4% | |
| Invesco Oppenheimer Developing Markets I | — | — | $111K | $96K | 2.3% | |
| American Funds New World Fund | — | — | $68K | $92K | 2.2% | |
| Dodge & Cox International Stock Fund | — | — | $61K | $92K | 2.2% | |
| Ishares Silver Trust | — | — | $71K | $84K | 2.0% | |
| Goldman Sachs Government Money Market Inst Fund | — | — | $73K | $73K | 1.7% | |
| BarClays Bank Ipath Bloomberg Commodity Index | — | — | $71K | $71K | 1.7% | |
| Select Sector SPDR TR Energy | — | — | $70K | $69K | 1.6% | |
| Vanguard International Value Fund | — | — | $53K | $46K | 1.1% | |
| MFS International Diversification Fund | — | — | $50K | $45K | 1.1% | |
| American Funds Capital World Bond Fund | — | — | $57K | $43K | 1.0% |
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