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Original filing (PDF)20250923132721NAL0008081779001
WESCOM, INC.
Form 5500
FILING_RECEIVED
WESCOM, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
177
Accounts w/ balance
204
Plan assets (EOY)
$11.7M
Net assets (EOY)
$3.5M
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)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Non-Participant Directed * Wescom, Inc. Common stock, 100,000 shares" is 100% of plan.
- 100% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
(701) 225-7847
Industry
Electrical Contractors· 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
2025-09-23
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $11.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Non-Participant Directed * Wescom, Inc. Common stock, 100,000 shares | — | — | $10.9M | $11.7M | 99.8% | |
| First International Insured Cash Sweep Money Market Deposit Account | — | — | $27K | $27K | 0.2% |
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