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Original filing (PDF)20251008112121NAL0009298464001
THE WITMER GROUP, LLC
Form 5500
FILING_RECEIVED
THE WITMER GROUP RETIREMENT PLAN
401(k) retirement plan
Active participants
205
Accounts w/ balance
260
Plan assets (EOY)
$24.8M
Net assets (EOY)
$24.8M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 56 bps in Schedule C fees — 93% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WITMER GROUP, LLC.
Plan sponsor
Name
THE WITMER GROUP, LLC
EIN
47-4148551
Address
1003 CORNERSTONE DRIVE · MOUNT JOY, PA · 17552
Phone
(717) 653-1428
Industry
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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $47K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST NATIONAL TRUST COMPANY | — | HERMITAGE, PA | INVESTMENT ADVISOR | $54K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR BENDER & ZAPF INC. | — | PITTSBURGH, PA | CONTRACT ADMIN | $14K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RKL LLP | — | LANCASTER, PA | AUDITOR | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
25 direct securities· $24.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies T. Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $5.2M | 21.1% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $4.3M | 17.5% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $2.8M | 11.2% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $2.7M | 10.9% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $1.5M | 5.9% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $1.4M | 5.5% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $1.0M | 4.1% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $927K | 3.7% | |
| Vanguard 500 Index Fund - Admiral | — | — | — | $785K | 3.2% | |
| JP Morgan JP Morgan Large Cap Growth R6 | — | — | — | $633K | 2.6% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $579K | 2.3% | |
| Participant Loans 5.25% to 10.50% | — | — | — | $458K | 1.8% | |
| Investment Contract with Insurance Company * Empower Annuity Insurance Company Empower Select Guaranteed Fund | — | — | — | $456K | 1.8% | |
| Vanguard Equity-Income ADM | — | — | — | $377K | 1.5% | |
| American Funds American Century Small Cap Growth R6 | — | — | — | $265K | 1.1% | |
| Carillon Family of Funds Carillon Eagle Mid-Cap Growth Fund Class R6 | — | — | — | $200K | 0.8% | |
| PIMCO Income Institutional | — | — | — | $196K | 0.8% | |
| American Funds American Funds International Gr & Inc R6 | — | — | — | $148K | 0.6% | |
| Allspring Fund Allspring Special Mid Cap Value R6 | — | — | — | $134K | 0.5% | |
| American Funds American Beacon Small Cap Value R6 | — | — | — | $91K | 0.4% | |
| American Funds American Funds New World R6 | — | — | — | $72K | 0.3% | |
| JP Morgan JP Morgan Core Plus Bond R6 | — | — | — | $68K | 0.3% | |
| Vanguard International Growth ADM | — | — | — | $61K | 0.2% | |
| Vanguard International Value Fund | — | — | — | $45K | 0.2% | |
| Federated Institutional High Yield Bond | — | — | — | $3K | <0.1% |
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