How big is Cummins-Wagner Company, Inc.'s plan?

Cummins-Wagner Company, Inc.'s plan reported $17.4M in assets and 300 participants for 2024.

Original filing (PDF)20250924134506NAL0008730624001

Cummins-Wagner Company, Inc.

Name: Cummins-Wagner Company, Inc. — Cummins-Wagner, Form 5500 (2024)
Creator: Cummins-Wagner Company, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cummins-Wagner Company, Inc. 401(k) Retirement Plan

401(k) retirement plan · Cummins-Wagner Company, Inc.'s Cummins-Wagner Company, Inc. 401(k) Retirement Plan held $17.4M in plan assets for 300 participants in 2024, with Fidelity as recordkeeper.

Active participants

300

Accounts w/ balance

218

Plan assets (EOY)

$17.4M

Net assets (EOY)

$17.4M

People on this filing

James Lucas signed Cummins-Wagner Company, Inc.'s 2024 Form 5500 as plan administrator.

James Lucas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cummins-Wagner Company, Inc.'s EIN is 52-0749021.

EIN 52-0749021

Plan number 003

Plan year 2024

ACK ID 20250924134506NAL0008730624001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cummins-Wagner Company, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cummins-Wagner Company, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Plan sponsor

Name

CUMMINS-WAGNER COMPANY, INC.

EIN

all filings

Address

10901 PUMP HOUSE ROAD · ANNAPOLIS JUNCTION, MD · 20701

Phone

(410) 880-0850

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$33K	—

Investments

29 direct securities· $17.4M(100% of reported assets)

Mutual Funds

$13.8M

20 holdings

Common Collective Trusts

$2.2M

3 holdings

Other securities

$1.4M

6 holdings

					% of plan
Vanguard Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$2.5M	14.6%
Vanguard 500 Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$1.7M	9.5%
Vanguard Target Retirement 2025 Mutual Fund	Mutual Funds	—	—	$1.6M	9.3%
Vanguard Target Retirement 2040 Mutual Fund	Mutual Funds	—	—	$1.3M	7.3%
Vanguard Target Retirement 2020 Mutual Fund	Mutual Funds	—	—	$1.3M	7.2%
Fidelity Contrafund Fund Mutual Fund	Mutual Funds	—	—	$1.1M	6.6%
Vanguard Target Retirement 2055 Mutual Fund	Mutual Funds	—	—	$978K	5.6%
Vanguard Target Retirement 2035 Mutual Fund	Mutual Funds	—	—	$865K	5.0%
Vanguard Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$831K	4.8%
Vanguard Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$782K	4.5%
Janus Aspen Enterprise Institutional Fund Mutual Fund	Mutual Funds	—	—	$608K	3.5%
Columbia Small Cap Index I2 Fund Mutual Fund	Other securities	—	—	$545K	3.1%
Fidelity Balanced Fund Mutual Fund	Mutual Funds	—	—	$469K	2.7%
Vanguard Value Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$416K	2.4%
Vanguard Target Retirement Inc. Mutual Fund	Mutual Funds	—	—	$309K	1.8%
Vanguard Target Retirement 2060 Mutual Fund	Mutual Funds	—	—	$290K	1.7%
maturing serially through September 2032 - 0 -	Other securities	—	—	$270K	1.6%
T. Rowe Price Overseas Stock Mutual Fund	Other securities	—	—	$252K	1.5%
Vanguard Target Retirement 2065 Mutual Fund	Mutual Funds	—	—	$222K	1.3%
Vanguard Mid-Cap Value Index ADM Mutual Fund	Mutual Funds	—	—	$213K	1.2%
Baird Aggregate Bond Fund Class Institution Mutual Fund	Other securities	—	—	$163K	0.9%
DFA Real Estate Securities Portfolio Mutual Fund	Mutual Funds	—	—	$146K	0.8%
Fidelity Money Market Trust Retirement Government Money Market	Mutual Funds	—	—	$136K	0.8%
Allspring Special Small Cap Value Fund R6 Mutual Fund	Other securities	—	—	$125K	0.7%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$104K	0.6%
INVS Core Plus BD R5 Mutual Fund	Other securities	—	—	$82K	0.5%
Vanguard Inflation Protected ADM Fund Mutual Fund	Mutual Funds	—	—	$56K	0.3%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$24K	0.1%
DFA US Core Equity 1 I Mutual Fund	Mutual Funds	—	—	$20K	0.1%