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Original filing (PDF)20250813135002NAL0008206771001
WHEATON DUMONT CO OP ELEVATOR
Form 5500
FILING_RECEIVED
WHEATON DUMONT CO OP ELEVATOR 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
101
Accounts w/ balance
110
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: METLIFE UNIFIEDTR STABLE VAL (no filing on disk)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHEATON DUMONT CO OP ELEVATOR.
Plan sponsor
Name
WHEATON DUMONT CO OP ELEVATOR
EIN
41-0248030
Address
6587 US HIGHWAY 75 NORTH · WHEATON, MN · 56296
Phone
(320) 463-8152
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-13
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2G · Total participant-directed accounts
2E · Profit-sharing
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARLSON SV, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANDCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $30K | — |
Investments
1 pooled fund· $1.8M(12% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| METLIFE UNIFIEDTR STABLE VAL RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 007 | Common Collective Trust | — | — | $1.8M | 11.6% |