Original filing (PDF)20250912162702NAL0002868642001

WECO INC.

Name: WECO INC. — WECO EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, Form 5500 (2024)
Creator: WECO INC.

Form 5500

FILING_RECEIVED

WECO EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Defined-contribution retirement plan

Signals · 2

99% in single holdingNo recordkeeper disclosed

Active participants

140

Accounts w/ balance

149

Plan assets (EOY)

$52.4M

Net assets (EOY)

$45.8M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WECO INC..

Plan sponsor

Name

WECO INC.

EIN

42-1320871

Address

1149 WEST HIGHWAY 44 · HARLAN, IA · 51537

Phone

(712) 755-5191

Industry

Constructionsee 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

2025-09-12

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3H · Sponsor in controlled / affiliated group

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

RSM US LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $52.4M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	WECO, Inc. WECO, Inc.	—	—	$9.0M	$51.9M	99.0%
	Goldman Sachs Financial Square Government Fund	—	—	$507K	$507K	1.0%

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