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Original filing (PDF)20251014133753NAL0006108082001
WATLOW ELECTRIC MANUFACTURING COMPANY
Form 5500
FILING_RECEIVED
WATLOW GROUP 401(K) PLAN
401(k) retirement plan
Active participants
1,431
Accounts w/ balance
2,014
Plan assets (EOY)
$298.2M
Net assets (EOY)
$298.2M
How this plan invests
This plan
22 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WATLOW ELECTRIC MANUFACTURING COMPANY.
Plan sponsor
Name
WATLOW ELECTRIC MANUFACTURING COMPANY
EIN
43-0574450
Address
12001 LACKLAND ROAD · ST. LOUIS, MO · 63146
Phone
(314) 628-4338
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $60K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGLADREY LLP | — | CHICAGO, IL | AUDITOR | $22K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $105K | — |
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | CONSULTING | $66K | — |
Investments
21 direct securities · 22 pooled funds· $332.9M(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.
Uncategorized
$169.9M
21 holdings
Common Collective Trust
$123.8M
18 holdings
Pooled Separate Account
$39.2M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $43.4M | 14.5% | |
| T ROWE PRICE BLUE CHIP GROWTH IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 864 | Pooled Separate Account | — | — | $21.7M | 7.3% | |
| Empower Annuity Insurance Company | — | — | — | $21.7M | 7.3% | |
| Empower Annuity Insurance Company of America | — | — | — | $19.6M | 6.6% | |
| T.ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $18.2M | 6.1% | |
| JANUS HENDERSON ENTERPRISE CF CL 11 GREAT GRAY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $15.6M | 5.2% | |
| T.ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $15.4M | 5.2% | |
| T.ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $14.8M | 5.0% | |
| T.ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $12.9M | 4.3% | |
| Vanguard Funds Vanguard Total Bond Market Index Inst | — | — | — | $10.5M | 3.5% | |
| Empower Annuity Insurance Company | — | — | — | $9.7M | 3.3% | |
| LARGE CAP VALUE I EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $9.7M | 3.3% | |
| T.ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $9.5M | 3.2% | |
| FRANKLIN GROWTH GG TRUST CIT R GREAT GRAY · EIN 82-3341628 / PN 000 | Common Collective Trust | — | — | $8.2M | 2.8% | |
| American Funds American Funds Capital World G/I R6 | — | — | — | $7.6M | 2.6% | |
| T.ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $6.4M | 2.2% | |
| Fidelity Mid Cap Index | — | — | — | $6.4M | 2.1% | |
| Vanguard Funds Vanguard Developed Markets Index Instl | — | — | — | $6.1M | 2.0% | |
| Fidelity Small Cap Index | — | — | — | $6.0M | 2.0% | |
| Vanguard Funds Vanguard Small Cap Value Index Inst | — | — | — | $5.9M | 2.0% | |
| Empower Annuity Insurance Company | — | — | — | $5.9M | 2.0% | |
| METWEST CORE PLUS BOND(IS PLTM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 826 | Pooled Separate Account | — | — | $5.9M | 2.0% | |
| T.ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $5.2M | 1.8% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $4.7M | 1.6% | |
| Participants | — | — | — | $4.7M | 1.6% | |
| ALLSPRING SPECIAL MID CAP VALUE CIT SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $3.8M | 1.3% | |
| T.ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.2% | |
| Baron Funds Baron Small Cap Instl | — | — | — | $3.5M | 1.2% | |
| BlackRock High Yield Bond Portfolio K | — | — | — | $3.4M | 1.1% | |
| Fidelity Inflation Protected Bond Index | — | — | — | $2.7M | 0.9% | |
| T. Rowe Price Funds T. Rowe Price Overseas Stock I | — | — | — | $2.5M | 0.8% | |
| Delaware Funds Macquarie Emerging Markets Institutional | — | — | — | $2.4M | 0.8% | |
| PGIM Global Total Return Z | — | — | — | $2.2M | 0.7% | |
| Federated Hermes Funds Federated Hermes Short-Term Income IS | — | — | — | $2.1M | 0.7% | |
| Empower Annuity Insurance Company | — | — | — | $2.0M | 0.7% | |
| CAPITAL GROUP EUROPACIFIC GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.0M | 0.7% | |
| GWLA Secure Foundation II CIT | — | — | — | $1.7M | 0.6% | |
| EMPOWER SF BALANCED TRUST GWLA SECUREFOUNDATION II CIT · EIN 84-1455663 / PN 025 | Common Collective Trust | — | — | $1.7M | 0.6% | |
| T.ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.5% | |
| T.ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.3% | |
| T.ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 000 | Common Collective Trust | — | — | $544K | 0.2% | |
| T.ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $320K | 0.1% | |
| T.ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $38K | <0.1% |
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