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Original filing (PDF)20251015130346NAL0009718898001
WESCON CONTROLS, LLC
Form 5500
FILING_RECEIVED
WESCON CONTROLS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
136
Accounts w/ balance
143
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 62 bps in Schedule C fees — 113% 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 WESCON CONTROLS, LLC.
Plan sponsor
Name
WESCON CONTROLS, LLC
EIN
46-0808728
Address
2533 S WEST STREET · WICHITA, KS · 67217
Phone
(316) 942-7266
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ALLEN, GIBBS & HOULIK, L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | LEAWOOD, KS | ADVISOR | $88K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | CONTRACT ADMINISTRATOR | $4K | — |
Investments
23 direct securities · 1 pooled fund· $14.9M(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
$14.5M
23 holdings
Common Collective Trust
$417K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund K | — | — | — | $3.1M | 20.8% | |
| Vanguard Developed Markets Index Fund Admiral | — | — | — | $1.7M | 11.6% | |
| Vanguard Interim - Term Bond Index Admiral | — | — | — | $1.6M | 10.8% | |
| Fidelity Large Cap Growth Index | — | — | — | $1.6M | 10.7% | |
| Vanguard Mid Cap Index Adm | — | — | — | $1.4M | 9.4% | |
| Vanguard Emerging Markets Stock Index Admiral | — | — | — | $1.3M | 8.5% | |
| Vanguard Small Cap Index Adm | — | — | — | $632K | 4.2% | |
| Fidelity Large Cap Value Index | — | — | — | $555K | 3.7% | |
| Fidelity Small Cap Value Index | — | — | — | $498K | 3.3% | |
| Vanguard Real Estate Index - Admiral | — | — | — | $445K | 3.0% | |
| METLIFE STABLE VALUE CLASS 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $417K | 2.8% | |
| Vanguard All World EX-US Small Cap | — | — | — | $381K | 2.6% | |
| Fidelity Freedom Index Income Premier | — | — | — | $300K | 2.0% | |
| Fidelity Freedom Index 2035 Premier | — | — | — | $255K | 1.7% | |
| Fidelity Freedom Index 2045 Premier | — | — | — | $224K | 1.5% | |
| Dimensional Fund Advisors Inflation - Protected Securities I | — | — | — | $183K | 1.2% | |
| Fidelity Freedom Index 2050 Premier | — | — | — | $77K | 0.5% | |
| Fidelity Mid Cap Growth Index | — | — | — | $70K | 0.5% | |
| Fidelity Freedom Index 2040 Premier | — | — | — | $64K | 0.4% | |
| Fidelity Freedom Index 2060 Premier | — | — | — | $43K | 0.3% | |
| Fidelity Freedom Index 2055 Premier | — | — | — | $27K | 0.2% | |
| Fidelity Freedom Index 2030 Premier | — | — | — | $21K | 0.1% | |
| Fidelity Freedom Index 2025 Premier | — | — | — | $14K | <0.1% | |
| Fidelity Small Cap Growth Index | — | — | — | $13K | <0.1% |
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