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Original filing (PDF)20250728094200NAL0000764259001
WOW LOGISTICS COMPANY
Form 5500
FILING_RECEIVED
WOW LOGISTICS COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
416
Accounts w/ balance
503
Plan assets (EOY)
$21.5M
Net assets (EOY)
$21.5M
How this plan invests
This plan
15 pooled trusts
Schedule D
65 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
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOW LOGISTICS COMPANY.
Plan sponsor
Name
WOW LOGISTICS COMPANY
EIN
39-2000702
Address
1450 MCMAHON DRIVE · NEENAH, WI · 54956
Phone
(920) 204-6065
Industry
Transportation & Warehousingsee 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
2025-07-28
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)
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $23K | — |
Investments
51 direct securities · 15 pooled funds· $39.4M(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
$23.4M
51 holdings
Common Collective Trust
$16.1M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Cota St Managed Blend Decum I Collective Trust Fund | — | — | — | $3.0M | 13.7% | |
| COTA STREET MANAGED BLEND DECUMULAT GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $2.2M | 10.4% | |
| PUTNAM RETIREMENT ADV TRST 2040X PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $2.1M | 9.9% | |
| Vanguard 500 Ind Adm Mutual Funds | — | — | — | $2.1M | 9.9% | |
| PUTNAM RETIREMENT ADV TRST 2050X PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $2.0M | 9.3% | |
| COTA STREET MANAGED BLEND ACCUMULAT GREAT GRAY · EIN 38-4116853 / PN 524 | Common Collective Trust | — | — | $1.9M | 8.9% | |
| Putnam Retirement Adv 2040 X Collective Trust Fund | — | — | — | $1.9M | 8.7% | |
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $1.8M | 8.3% | |
| PUTNAM RETIREMENT ADV TRST 2045X PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.7M | 8.0% | |
| PUTNAM RETIREMENT ADV TRST 2055X PUTNAM INVESTMENTS · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $1.5M | 7.2% | |
| Putnam Retirement Adv 2050 X Collective Trust Fund | — | — | — | $1.5M | 7.0% | |
| Vanguard 500 Ind Adm Mutual Funds | — | — | — | $1.4M | 6.3% | |
| Putnam Retirement Adv 2045 X Collective Trust Fund | — | — | — | $1.3M | 6.1% | |
| Putnam Retirement Adv 2055 X Collective Trust Fund | — | — | — | $1.1M | 5.3% | |
| Cota St Managed Blend Accum I Collective Trust Fund | — | — | — | $1.1M | 5.2% | |
| COTA STREET MANAGED EQUITY DECUMULA GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $1.1M | 4.9% | |
| Cota St Managed Equity Decum Collective Trust Fund | — | — | — | $779K | 3.6% | |
| Cota St Managed Equity Accum Collective Trust Fund | — | — | — | $772K | 3.6% | |
| PUTNAM RETIREMENT ADV TRST 2060X PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $759K | 3.5% | |
| Putnam Retirement Adv 2035 X Collective Trust Fund | — | — | — | $698K | 3.2% | |
| Galliard Stable Return Fund C Collective Trust Fund | — | — | — | $536K | 2.5% | |
| Putnam Retirement Adv 2060 X Collective Trust Fund | — | — | — | $521K | 2.4% | |
| Schwab SDB Self-Directed Brokerage Accounts | — | — | — | $513K | 2.4% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $461K | 2.1% | |
| Harbor Capital App Inst Mutual Funds | — | — | — | $438K | 2.0% | |
| Schwab SDB Self-Directed Brokerage Accounts | — | — | — | $404K | 1.9% | |
| Fidelity Advisor Total Bond Z Mutual Funds | — | — | — | $372K | 1.7% | |
| Cota St Managed Fixed Income Decum I Collective Trust Fund | — | — | — | $324K | 1.5% | |
| Harbor Capital App Inst Mutual Funds | — | — | — | $313K | 1.5% | |
| Baird Aggregate Bond Inst Mutual Funds | — | — | — | $306K | 1.4% | |
| Vanguard Mid Cap Index Adm Mutual Funds | — | — | — | $281K | 1.3% | |
| Baird Aggregate Bond Inst Mutual Funds | — | — | — | $263K | 1.2% | |
| Vanguard Mid Cap Index Adm Mutual Funds | — | — | — | $261K | 1.2% | |
| MFS Value R6 Mutual Funds | — | — | — | $225K | 1.0% | |
| Dodge & Cox Intl Stock Mutual Funds | — | — | — | $214K | 1.0% | |
| Vanguard Small Cap Ind Adm Mutual Funds | — | — | — | $209K | 1.0% | |
| Putnam Large Cap Value R6 Mutual Funds | — | — | — | $188K | 0.9% | |
| PUTNAM RETIREMENT ADV TRST 2035X PUTNAM INVESTMENTS · EIN 26-0787670 / PN 261 | Common Collective Trust | — | — | $183K | 0.9% | |
| Am Funds Euro GR R6 Mutual Funds | — | — | — | $166K | 0.8% | |
| Fidelity Advisor Total Bond Z Mutual Funds | — | — | — | $160K | 0.7% | |
| Am Funds New World R6 Mutual Funds | — | — | — | $160K | 0.7% | |
| Vanguard Small Cap Ind Adm Mutual Funds | — | — | — | $146K | 0.7% | |
| Dodge & Cox Intl Stock Mutual Funds | — | — | — | $146K | 0.7% | |
| Putnam Large Cap Value R6 Mutual Funds | — | — | — | $145K | 0.7% | |
| T. Rowe Price Retirement Balanced Fund Mutual Funds 163 T. Rowe Price US Small-Cap Growth EQ Mutual Funds | — | — | — | $140K | 0.6% | |
| MFS Value R6 Mutual Funds | — | — | — | $139K | 0.6% | |
| Am Funds New World R6 Mutual Funds | — | — | — | $137K | 0.6% | |
| Empower T. Rowe Price Mid Cap GR Inst Mutual Funds | — | — | — | $122K | 0.6% | |
| COTA STREET MANAGER FIXED INCOME DE GREAT GRAY TRUST · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $114K | 0.5% | |
| T. Rowe Price US Small-Cap Growth EQ Mutual Funds | — | — | — | $111K | 0.5% | |
| Cota St Managed Fixed Income Accum I Collective Trust Fund | — | — | — | $103K | 0.5% | |
| Empower T. Rowe Price Mid Cap GR Inst Mutual Funds | — | — | — | $101K | 0.5% | |
| Victory Sycamore Established Value I Mutual Funds | — | — | — | $90K | 0.4% | |
| COTA STREET MANAGER FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $86K | 0.4% | |
| Victory Sycamore Established Value I Mutual Funds | — | — | — | $83K | 0.4% | |
| Am Funds Euro GR R6 Mutual Funds | — | — | — | $78K | 0.4% | |
| Am Beacon Small Cap Val R5 Mutual Funds | — | — | — | $59K | 0.3% | |
| Am Beacon Small Cap Val R5 Mutual Funds | — | — | — | $57K | 0.3% | |
| John Hancock Intl Growth R6 Mutual Funds | — | — | — | $49K | 0.2% | |
| COHEN&STEERS US REALTY FUND CLASS P COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $48K | 0.2% | |
| Cohen & Steers US Realty Fund Class P Collective Trust Fund | — | — | — | $40K | 0.2% | |
| PIMCO Real Return - Inst Mutual Funds | — | — | — | $36K | 0.2% | |
| PIMCO Real Return - Inst Mutual Funds | — | — | — | $34K | 0.2% | |
| Putnam Retirement Adv 2025 X Collective Trust Fund | — | — | — | $16K | <0.1% | |
| T. Rowe Price Retirement Balanced Fund Mutual Funds | — | — | — | $6K | <0.1% | |
| PUTNAM RETIREMENT ADV TRST 2025X PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $261 | <0.1% |
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