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Original filing (PDF)20250917050646NAL0000150161001
WILHOIT PROPERTIES, INC.
Form 5500
FILING_RECEIVED
WILHOIT PROPERTIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
370
Accounts w/ balance
197
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (15 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILHOIT PROPERTIES, INC..
Plan sponsor
Name
WILHOIT PROPERTIES, INC.
EIN
43-1432852
Address
1329 EAST LARK STREET · SPRINGFIELD, MO · 65804
Phone
(417) 890-3223
Industry
Real Estatesee 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
2025-09-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KPM CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
Investments
26 direct securities· $5.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIRE BLEND 2035 - I | Registered Investment Companies | — | — | $756K | 13.9% | |
| TRP RETIRE BLEND 2030 - I | Registered Investment Companies | — | — | $724K | 13.3% | |
| TRP RETIRE BLEND 2040 - I | Registered Investment Companies | — | — | $494K | 9.1% | |
| TRP RETIRE BLEND 2045 - I | Registered Investment Companies | — | — | $469K | 8.6% | |
| TRP RETIRE BLEND 2015 - I | Registered Investment Companies | — | — | $461K | 8.5% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $401K | 7.4% | |
| TRP RETIRE BLEND 2050 - I | Registered Investment Companies | — | — | $262K | 4.8% | |
| TRP RETIRE BLEND 2025 - I | Registered Investment Companies | — | — | $254K | 4.7% | |
| TRP RETIRE BLEND 2055 - I | Registered Investment Companies | — | — | $251K | 4.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $211K | 3.9% | |
| TRP US EQ RESEARCH I | Registered Investment Companies | — | — | $160K | 3.0% | |
| TRP RETIRE BLEND 2020 - I | Registered Investment Companies | — | — | $135K | 2.5% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $115K | 2.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $115K | 2.1% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $101K | 1.9% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $73K | 1.3% | |
| TRP RETIRE BLEND 2060 - I | Registered Investment Companies | — | — | $63K | 1.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $63K | 1.2% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $44K | 0.8% | |
| VAN FTSE ALL WLD EX US IDX ADM | Registered Investment Companies | — | — | $44K | 0.8% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $31K | 0.6% | |
| BLACKROCK 60 40 TARGET ALLOC K | Registered Investment Companies | — | — | $31K | 0.6% | |
| BLACKROCK 80 20 TARGET ALLOC K | Registered Investment Companies | — | — | $24K | 0.4% | |
| TRP RETIRE BLEND 2065 - I | Registered Investment Companies | — | — | $17K | 0.3% | |
| BLACKROCK 40 60 TARGET ALLOC K | Registered Investment Companies | — | — | $16K | 0.3% | |
| BLACKROCK 20 80 TARGET ALLOC K | Registered Investment Companies | — | — | $12K | 0.2% |
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