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Original filing (PDF)20251015171448NAL0006884144001
WILBUR-ELLIS HOLDINGS, INC.
Form 5500
FILING_RECEIVED
WILBUR-ELLIS RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
50% in single holdingNo recordkeeper disclosed
Active participants
2,050
Accounts w/ balance
—
Plan assets (EOY)
$178.8M
Net assets (EOY)
$178.8M
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "PIMCO Long Term Credit Bond Fund Institution Mutual Fund" is 50% of plan.
- 39 bps in Schedule C fees — 286% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILBUR-ELLIS HOLDINGS, INC..
Plan sponsor
Name
WILBUR-ELLIS HOLDINGS, INC.
EIN
46-2652182
Address
4582 S. ULSTER STREET, SUITE 400 · DENVER, CO · 80237
Phone
(720) 306-6340
Industry
Farm Supplies Merchant Wholesalers· Wholesale Tradesee all
Plan administrator
Name
RETIREMENT PLAN ADMINISTRATIVE COMMITTEE
EIN
46-2652182
City
DENVER, CO
Phone
(720) 306-6340
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
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOOD & STRONG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | NONE | $523K | — |
| US BANK | 31-0841368 | — | NONE | $168K | — |
Investments
6 direct securities· $178.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Long Term Credit Bond Fund Institution Mutual Fund | — | — | $92.8M | $89.9M | 50.3% | |
| Vanguard Long Term Treasury Index Mutual Fund | — | — | $53.5M | $46.9M | 26.2% | |
| Vanguard Total Stock Market Index Fund Mutual Fund | — | — | $23.8M | $31.5M | 17.6% | |
| American Funds Europacific Growth Fund R6 Mutual Fund | — | — | $4.0M | $4.0M | 2.2% | |
| Hartford International Value Fund Mutual Fund | — | — | $4.4M | $4.0M | 2.2% | |
| First American Institutional Prime Obligations Fund Class Z Cash and Cash Equivalents | — | — | $2.6M | $2.6M | 1.4% |