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Original filing (PDF)20251015154214NAL0002571059001
WESCOM, INC.
Form 5500
FILING_RECEIVED
WESCOM, INC. 401(K) P/S PLAN
401(k) retirement plan
Active participants
256
Accounts w/ balance
220
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
24 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 WESCOM, INC..
Plan sponsor
Name
WESCOM, INC.
EIN
46-0460708
Address
5137 JEAN DULUTH ROAD · DULUTH, MN · 55803
Phone
(218) 724-1322
Industry
Electrical Contractors· Constructionsee 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
2025-10-15
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
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH SHORE BANK | — | DULUTH, MN | INVESTMENT ADVISOR | $12K | — |
Investments
24 direct securities· $8.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2065 Investor Mutual funds N/A | — | — | — | $976K | 12.1% | |
| Fidelity Freedom Index 2050 Investor Mutual funds N/A | — | — | — | $887K | 11.0% | |
| Fidelity Freedom Index 2045 Investor Mutual funds N/A | — | — | — | $870K | 10.8% | |
| Fidelity Freedom Index 2055 Investor Mutual funds N/A | — | — | — | $830K | 10.3% | |
| Fidelity 500 Index Mutual funds N/A | — | — | — | $622K | 7.7% | |
| Fidelity Freedom Index 2040 Investor Mutual funds N/A | — | — | — | $565K | 7.0% | |
| Fidelity Freedom Index 2060 Investor Mutual funds N/A | — | — | — | $508K | 6.3% | |
| Fidelity Contrafund Mutual funds N/A | — | — | — | $498K | 6.2% | |
| T Rowe Price Dividend Growth I Mutual funds N/A | — | — | — | $391K | 4.8% | |
| Fidelity International Index Mutual funds N/A | — | — | — | $315K | 3.9% | |
| T Rowe Price Balanced I Mutual funds N/A | — | — | — | $238K | 2.9% | |
| Fidelity Freedom Index 2035 Investor Mutual funds N/A | — | — | — | $238K | 2.9% | |
| Fidelity Mid Cap Index Mutual funds N/A | — | — | — | $197K | 2.4% | |
| Notes receivable from participants Maturing 2025 - 2034 at interest rates of 4.25% - 9.50% - | — | — | — | $172K | 2.1% | |
| Fidelity Small Cap Index Mutual funds N/A | — | — | — | $130K | 1.6% | |
| Lessor, or Similar Party Par, or Maturity Value Cost Value * EI Fixed Account - Series Class I Guaranteed Investment Contract N/A | — | — | — | $128K | 1.6% | |
| Fidelity Freedom Index 2030 Investor Mutual funds N/A | — | — | — | $124K | 1.5% | |
| Fidelity Freedom Index 2020 Investor Mutual funds N/A | — | — | — | $78K | 1.0% | |
| Federated Hermes Instl High Yield Bd R6 Mutual funds N/A | — | — | — | $77K | 1.0% | |
| Fidelity Us Bond Index Mutual funds N/A | — | — | — | $69K | 0.9% | |
| Fidelity Freedom Index 2025 Investor Mutual funds N/A | — | — | — | $60K | 0.7% | |
| DFA Real Estate Securities I Mutual funds N/A | — | — | — | $58K | 0.7% | |
| Fidelity Intermediate Treasury Bond Idx Mutual funds N/A | — | — | — | $41K | 0.5% | |
| Federated Hermes Corporate Bond Fund R6 Mutual funds N/A | — | — | — | $40K | 0.5% |