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Original filing (PDF)20251006162351NAL0004004801001
WESTFIELD DISTRIBUTING (ND), INC.
Form 5500
FILING_RECEIVED
AGI 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
580
Accounts w/ balance
908
Plan assets (EOY)
$49.4M
Net assets (EOY)
$48.6M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTFIELD DISTRIBUTING (ND), INC..
Plan sponsor
Name
WESTFIELD DISTRIBUTING (ND), INC.
EIN
45-0458257
Address
263 SHUMAN BLVD. · SUITE 350 · NAPERVILLE, IL · 60563
Phone
(605) 332-3200
Industry
Manufacturingsee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INC | 45-6062081 | — | NONE | $94K | — |
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $91K | — |
Investments
33 direct securities · 1 pooled fund· $48.6M(98% 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
$46.6M
33 holdings
Common Collective Trust
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Mutual Fund N/A | — | — | — | $4.3M | 8.7% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund N/A | — | — | — | $3.7M | 7.6% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund N/A | — | — | — | $3.6M | 7.3% | |
| Baird Core Plus Bond Fund Mutual Fund N/A | — | — | — | $3.5M | 7.1% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund N/A | — | — | — | $3.0M | 6.1% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund N/A | — | — | — | $2.6M | 5.2% | |
| JP Morgan Large Cap Growth Fund Mutual Fund N/A | — | — | — | $2.4M | 4.9% | |
| Columbia Dividend Income Fund Mutual Fund N/A | — | — | — | $2.4M | 4.8% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund N/A | — | — | — | $2.3M | 4.7% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund N/A | — | — | — | $2.2M | 4.4% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.0M | 4.0% | |
| American Funds EuroPacific Growth Fund Mutual Fund N/A | — | — | — | $2.0M | 4.0% | |
| T. Rowe Price All Cap Opportunities Fund Mutual Fund N/A | — | — | — | $1.7M | 3.4% | |
| Vanguard Total International Index Fund Mutual Fund N/A | — | — | — | $1.6M | 3.2% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund N/A | — | — | — | $1.4M | 2.8% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund N/A | — | — | — | $1.1M | 2.2% | |
| JP Morgan Mid Cap Value Fund Mutual Fund N/A | — | — | — | $970K | 2.0% | |
| T. Rowe Price New Horizons Fund Mutual Fund N/A | — | — | — | $890K | 1.8% | |
| Vanguard Mid Cap Index Fund Mutual Fund N/A | — | — | — | $853K | 1.7% | |
| Notes Receivable from Participants Maturing 2025-2037 at interest rates of 4.25% - 9.50% $ - | — | — | — | $833K | 1.7% | |
| PIMCO Commodities Plus Strategy Fund Mutual Fund N/A | — | — | — | $670K | 1.4% | |
| Vanguard Small Cap Index Fund Mutual Fund N/A | — | — | — | $644K | 1.3% | |
| Invesco Developing Markets Fund Mutual Fund N/A | — | — | — | $581K | 1.2% | |
| Janus Henderson Enterprise Fund Mutual Fund N/A | — | — | — | $521K | 1.1% | |
| Janus Henderson Venture Fund Mutual Fund N/A | — | — | — | $509K | 1.0% | |
| Vanguard Real Estate Index Fund Mutual Fund N/A | — | — | — | $508K | 1.0% | |
| Blackrock High Yield Bond Fund Mutual Fund N/A | — | — | — | $452K | 0.9% | |
| Victory Sycamore Small Co. Opportunity Mutual Fund N/A | — | — | — | $446K | 0.9% | |
| Vanguard Inflation Protected Securities Fund Mutual Fund N/A | — | — | — | $408K | 0.8% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund N/A | — | — | — | $310K | 0.6% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund N/A | — | — | — | $184K | 0.4% | |
| PIMCO Global Bond Fund Mutual Fund N/A | — | — | — | $75K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund N/A | — | — | — | $29K | <0.1% | |
| Vanguard Target Retirement Income Fund Mutual Fund N/A | — | — | — | $14K | <0.1% |
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