Original filing (PDF)20251014160027NAL0003343649001

CUMMINS-WAGNER CO., INC.

Name: CUMMINS-WAGNER CO., INC. — CUMMINS-WAGNER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: CUMMINS-WAGNER CO., INC.

Form 5500

FILING_RECEIVED

CUMMINS-WAGNER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

99% in single holding99% employer stockNo recordkeeper disclosed

Active participants

260

Accounts w/ balance

303

Plan assets (EOY)

$113.7M

Net assets (EOY)

$86.5M

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)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUMMINS-WAGNER CO., INC..

Plan sponsor

Name

CUMMINS-WAGNER CO., INC.

EIN

52-0749021

Address

10901 PUMP HOUSE ROAD · ANNAPOLIS JUNCTION, MD · 207011125

Phone

(410) 792-4230

Industry

Wholesale Tradesee 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

2025-10-14

Pension benefit codes

2C · Money purchase (other than target benefit)

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

WEYRICH, CRONIN & SORRA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $109.5M(96% of reported assets)

Common Stocks

$108.5M

1 holding

Cash / Money Market

$1.0M

1 holding

PI						% of plan
	@ $14,278 per share	Common Stocks	—	$33.2M	$108.5M	95.4%
	First American Government Oblig Fd Cl Z #3676 Money Market Fund	Cash / Money Market	—	$1.0M	$1.0M	0.9%

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