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Original filing (PDF)20251012163253NAL0000974082001
WUNDERLICH-MALEC ENGINEERING, INC.
Form 5500
FILING_RECEIVED
WUNDERLICH-MALEC ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
67% in single holding98% employer stockNo recordkeeper disclosed
Active participants
566
Accounts w/ balance
615
Plan assets (EOY)
$190.9M
Net assets (EOY)
$187.7M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Wunderlich-Malec Engineering, Inc. Common Stock" is 67% of plan.
- 98% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WUNDERLICH-MALEC ENGINEERING, INC..
Plan sponsor
Name
WUNDERLICH-MALEC ENGINEERING, INC.
EIN
41-1412464
Address
6101 BLUE CIRCLE DRIVE · EDEN PRAIRIE, MN · 55343
Phone
(952) 933-3222
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-12
Pension benefit codes
2I · Stock bonus
2K · 401(m) arrangement
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
3 direct securities· $185.2M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Wunderlich-Malec Engineering, Inc. Common Stock | — | 1,148,882.711 | $10.2M | $123.6M | 64.7% | |
| Wunderlich-Malec Engineering, Inc. Common Stock | — | 546,239.289 | $2.8M | $58.7M | 30.8% | |
| Alerus Financial, N.A. | — | — | — | $2.9M | 1.5% |
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