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Original filing (PDF)20251008085825NAL0009061664001
WIPAIRE INC.
Form 5500
FILING_RECEIVED
WIPAIRE INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
215
Accounts w/ balance
261
Plan assets (EOY)
$23.1M
Net assets (EOY)
$23.1M
How this plan invests
This plan
15 pooled trusts
Schedule D
29 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WIPAIRE INC..
Plan sponsor
Name
WIPAIRE INC.
EIN
41-1240896
Address
1700 HENRY AVENUE · FLEMING FIELD · SOUTH ST. PAUL, MN · 55075
Phone
(651) 306-0906
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
2025-10-08
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
BERGANKDV, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | — | PRIOR LAKE, MN | NONE | $54K | — |
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $40K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
13 direct securities · 15 pooled funds· $23.1M(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.
Common Collective Trust
$13.9M
15 holdings
Uncategorized
$5.1M
11 holdings
Mutual Funds
$3.0M
1 holding
Guaranteed Income / GIC
$995K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity® 500 Index Institutional Prem | Mutual Funds | — | — | $3.0M | 13.0% | |
| GREAT GRAY T. ROWE PRICE RET 2050 GREAT GRAY TRUST · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $2.0M | 8.6% | |
| GREAT GRAY T. ROWE PRICE RET 2030 GREAT GRAY TRUST · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $1.9M | 8.2% | |
| GREAT GRAY T. ROWE PRICE RET 2040 GREAT GRAY TRUST · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $1.8M | 8.0% | |
| GREAT GRAY T. ROWE PRICE RET 2035 GREAT GRAY TRUST · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $1.8M | 7.6% | |
| Large Cap Growth Fund III CL R1 | — | — | — | $1.5M | 6.4% | |
| GREAT GRAY T ROWE RET 2055 TR CL R1 GREAT GRAY TRUST · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.2% | |
| GREAT GRAY T. ROWE PRICE RET 2045 GREAT GRAY TRUST · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.9% | |
| Carillon Scout Mid Cap I | — | — | — | $1.1M | 4.9% | |
| FLEXPATH LARGE CAP VALUE WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.0M | 4.4% | |
| * AUL Stable Value Account Series A | Guaranteed Income / GIC | — | — | $995K | 4.3% | |
| GREAT GRAY T. ROWE PRICE RET 2025 GREAT GRAY TRUST · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $965K | 4.2% | |
| GREAT GRAY EUROPACIFIC GROWTH TR R1 GREAT GRAY TRUST · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $945K | 4.1% | |
| American Century Small Cap Growth R6 | — | — | — | $708K | 3.1% | |
| TCW MetWest Total Return Bd I TCW MetWest Total Return Bd I | — | — | — | $593K | 2.6% | |
| Fidelity® Advisor Small Cap Value Fund CI Z | — | — | — | $472K | 2.0% | |
| Participant Loans Master Participant Loan Master Participant Loan | — | — | — | $394K | 1.7% | |
| GREAT GRAY T ROWE RET 2060 TR CL R1 GREAT GRAY TRUST · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $372K | 1.6% | |
| GREAT GRAY T. ROWE PRICE RET 2010 GREAT GRAY TRUST · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $291K | 1.3% | |
| GREAT GRAY T ROWE RET 2065 TR CL R1 GREAT GRAY TRUST · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $185K | 0.8% | |
| GREAT GRAY T. ROWE PRICE RET 2020 GREAT GRAY TRUST · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $183K | 0.8% | |
| EMERGING MARKETS FUND CLASS R1 WILMINGTON TRUST · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $183K | 0.8% | |
| Fidelity® Small Cap Index Instl Prem | — | — | — | $129K | 0.6% | |
| Fidelity® Mid Cap Index Instl Prem | — | — | — | $114K | 0.5% | |
| Victory Trivalent International Sm-Cp I | — | — | — | $94K | 0.4% | |
| Cohen & Steers Realty Income Fund A | — | — | — | $25K | 0.1% | |
| BlackRock Systematic Multi-Strategy Institutional | — | — | — | $3K | <0.1% | |
| GREAT GRAY T. ROWE PRICE RET 2015 GREAT GRAY TRUST · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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