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Original filing (PDF)20250808154234NAL0002695011001

WEBBER METAL PRODUCTS, INC.

Form 5500
FILING_RECEIVED
WEBBER METAL PRODUCTS, INC. 401(K) PROFIT SHARING TRUST
401(k) retirement plan
Active participants
90
Accounts w/ balance
169
Plan assets (EOY)
$36.1M
Net assets (EOY)
$36.1M
Plan health score (directional)
95
/ 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
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEBBER METAL PRODUCTS, INC..
Plan sponsor
Name
WEBBER METAL PRODUCTS, INC.
EIN
42-1120876
Address
PO BOX 10 · CASCADE, IA · 52033
Phone
(563) 852-7122
Industry
Manufacturingsee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HONKAMP, P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Broker
1
NameEINLocationRelationDirect compIndirect comp
INDEPENDENT FINANCIAL PARTNERS59-3331424BROKERAGE$44K
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
NEWPORT GROUP, INC.42-1451295PALATINE, ILTPA$35K
Other
1
NameEINLocationRelationDirect compIndirect comp
NATIONWIDE31-4156830COLUMBUS, OHINVEST PLATFORM$2K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.