Back to filter
Original filing (PDF)20251015180041NAL0002841091001
WALPOLE OUTDOORS
Form 5500
FILING_RECEIVED
WALPOLE OUTDOORS LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
200
Accounts w/ balance
232
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
30 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
Helping the score
- Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALPOLE OUTDOORS.
Plan sponsor
Name
WALPOLE OUTDOORS
EIN
47-2556626
Address
255 PATRIOT PLACE · FOXBORO, MA · 02035
Phone
(508) 668-2800
Industry
Manufacturingsee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRAY, GRAY & GRAY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWSQUARE CAPITAL LLC | 27-1238163 | — | ADVISOR | $15K | — |
Investments
29 direct securities· $9.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Mutual funds | — | — | — | $2.1M | 22.2% | |
| Vanguard Target Retirement 2030 Fund Mutual funds | — | — | — | $1.7M | 18.1% | |
| Vanguard Target Retirement 2045 Fund Mutual funds | — | — | — | $1.4M | 14.8% | |
| Vanguard Target Retirement 2035 Fund Mutual funds | — | — | — | $1.3M | 13.9% | |
| Vanguard Target Retirement 2040 Fund Mutual funds | — | — | — | $883K | 9.3% | |
| Vanguard Target Retirement 2050 Fund Mutual funds | — | — | — | $418K | 4.4% | |
| Vanguard Target Retirement Income Fund Mutual funds | — | — | — | $273K | 2.9% | |
| Modern Bank Deposit Account Money market | — | — | — | $222K | 2.3% | |
| Fidelity Blue Chip Growth K6 Mutual funds | — | — | — | $150K | 1.6% | |
| Vanguard Total Bond Market Index Adm Mutual funds | — | — | — | $146K | 1.5% | |
| Vanguard Target Retirement 2060 Fund Mutual funds | — | — | — | $145K | 1.5% | |
| Vanguard Target Retirement 2055 Fund Mutual funds | — | — | — | $141K | 1.5% | |
| Vanguard 500 Index Admiral Mutual funds | — | — | — | $140K | 1.5% | |
| maturing through 2030 $ - | — | — | — | $111K | 1.2% | |
| Vanguard Developed Markets Index Admiral Mutual funds | — | — | — | $69K | 0.7% | |
| Vanguard Target Retirement 2020 Fund Mutual funds | — | — | — | $55K | 0.6% | |
| Vanguard Target Retirement 2065 Inv Mutual funds | — | — | — | $48K | 0.5% | |
| American Funds New World R6 Mutual funds | — | — | — | $30K | 0.3% | |
| Uninvested Cash Money market | — | — | — | $19K | 0.2% | |
| Vanguard Small Cap Value Index Admiral Mutual funds | — | — | — | $11K | 0.1% | |
| Vanguard International Growth Adm Mutual funds | — | — | — | $7K | <0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual funds | — | — | — | $5K | <0.1% | |
| PIMCO Commodity Real Ret Strat Instl Mutual funds | — | — | — | $4K | <0.1% | |
| Federated Hermes Instl High Yield Bd IS Mutual funds | — | — | — | $4K | <0.1% | |
| American Funds Bond Fund of Amer R6 Mutual funds | — | — | — | $3K | <0.1% | |
| Vanguard Value Index Adm Mutual funds | — | — | — | $2K | <0.1% | |
| Vanguard Equity-Income Adm Mutual funds | — | — | — | $2K | <0.1% | |
| Vanguard Inflation-Protected Secs Adm Mutual funds | — | — | — | $2K | <0.1% | |
| Fidelity Low-Priced Stock Mutual funds | — | — | — | $1K | <0.1% |
Related plans
Other plans using PCS RETIREMENT LLC
AMERICAN MULTISPECIALTY GROUP DBA ESSE HEALTH
ESSE HEALTH PROFIT SHARING PLAN
$206.5M · 803 participants
ADVISORTRUST, INC.
401(K) SIMPLIFIED FLEXIBLE
$157.4M · 5,104 participants
KAYNE ANDERSON CAPITAL ADVISORS, L.P.
KAYNE ANDERSON CAPITAL ADVISORS 401(K) PLAN
$140.7M · 345 participants
JEFFERSON HOSPITAL ASSOCIATION, INC
JEFFERSON HOSPITAL ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN
$130.1M · 1,517 participants
ST. BERNARDS PHYSICIAN CLINICS
ST. BERNARDS PHYSICIAN CLINICS INC. RETIREMENT PLAN
$112.5M · 781 participants
SAVANT CAPITAL, LLC
SAVANT CAPITAL, LLC 401(K) PLAN
$79.3M · 570 participants
Similar-size Manufacturing plans
BLAZER INDUSTRIES, INC.
BLAZER INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
$9.5M · 108 participants
MICHAEL REILLY DESIGN LLC
MICHAEL REILLY DESIGN LLC 401(K) PLAN
$9.5M · 180 participants
TOM'S QUALITY MILLWORK AND HARDWOODS, INC.
TOM'S QUALITY MILLWORK AND HARDWOODS, INC. RETIREMENT PLAN
$9.6M · 76 participants
EXHIBIT CONCEPTS, INC.
EXHIBIT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN
$9.4M · 122 participants
HERITAGE HOMES OF NEBRASKA
HERITAGE HOMES OF NEBRASKA, INC. PROFIT SHARING PLAN
$9.4M · 118 participants
LEIDEN CABINET COMPANY, LLC
LEIDEN CABINET COMPANY, LLC 401(K) PLAN
$9.2M · 49 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B