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Original filing (PDF)20250903121531NAL0009062515001
WABASH NATIONAL CORP.
Form 5500
FILING_RECEIVED
WABASH NATIONAL CORP. 401K PLAN
401(k) retirement plan
Active participants
5,971
Accounts w/ balance
3,720
Plan assets (EOY)
$311.7M
Net assets (EOY)
$311.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WABASH NATIONAL CORP..
Plan sponsor
Name
WABASH NATIONAL CORP.
EIN
52-1375208
Address
P.O. BOX 6129 · LAFAYETTE, IN · 47903
Phone
(765) 771-5300
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
2025-09-03
Pension benefit codes
2E · Profit-sharing
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
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $225K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $165K | — |
| SAGE VIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT ADVISOR | $76K | — |
Investments
32 direct securities · 1 pooled fund· $332.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$311.7M
32 holdings
Common Collective Trust
$20.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company 500 Index Fund Institutional | — | — | — | $50.4M | 16.2% | |
| Harbor Funds Capital Appreciation Fund Institutional Class | — | — | — | $44.2M | 14.2% | |
| Fidelity Management Trust Company Freedom Index Fund 2030 IPR | — | — | — | $26.2M | 8.4% | |
| Fidelity Management Trust Company Freedom Index Fund 2035 IPR | — | — | — | $23.0M | 7.4% | |
| Galliard Stable Value Fund E | — | — | — | $20.7M | 6.6% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $20.7M | 6.6% | |
| Fidelity Management Trust Company Freedom Index Fund 2040 IPR | — | — | — | $18.4M | 5.9% | |
| Fidelity Management Trust Company Freedom Index Fund 2025 IPR | — | — | — | $13.0M | 4.2% | |
| Fidelity Management Trust Company Freedom Index Fund 2045 IPR | — | — | — | $12.8M | 4.1% | |
| Fidelity Management Trust Company Freedom Index Fund 2050 IPR | — | — | — | $9.8M | 3.1% | |
| Fidelity Management Trust Company Freedom Index Fund 2055 IPR | — | — | — | $9.0M | 2.9% | |
| Dodge & Cox Income Fund | — | — | — | $8.8M | 2.8% | |
| American Funds American Funds Washington Mutual Investors Fund R6 | — | — | — | $8.7M | 2.8% | |
| Fidelity Management Trust Company Extended Market Index | — | — | — | $8.3M | 2.7% | |
| Maturities through September 2033 - | — | — | — | $7.3M | 2.3% | |
| JPMorgan Mid Cap Value Fund Institutional Class | — | — | — | $7.3M | 2.3% | |
| Massachusetts Financial Services Mid Cap Grth R6 | — | — | — | $7.2M | 2.3% | |
| Vanguard Total Bond Market Index Fund Institutional Class | — | — | — | $6.3M | 2.0% | |
| Fidelity Management Trust Company Freedom Index Fund 2020 IPR | — | — | — | $5.5M | 1.8% | |
| Various Brokerage Accounts | — | — | — | $4.3M | 1.4% | |
| Fidelity Management Trust Company Freedom Index Fund 2060 IPR | — | — | — | $3.9M | 1.3% | |
| American Funds EuroPacific Growth Fund Class R6 | — | — | — | $3.8M | 1.2% | |
| Fidelity Management Trust Company Emerging Markets Index Fund | — | — | — | $2.6M | 0.8% | |
| Fidelity Management Trust Company International Index Fund | — | — | — | $2.4M | 0.8% | |
| Fidelity Management Trust Company Freedom Index Fund 2065 IPR | — | — | — | $1.7M | 0.5% | |
| PIMCO Real Return Fund Institutional Class | — | — | — | $1.6M | 0.5% | |
| Fidelity Management Trust Company Freedom Index Fund 2015 IPR | — | — | — | $1.5M | 0.5% | |
| American Century Small Cap Value R6 | — | — | — | $1.1M | 0.4% | |
| Fidelity Management Trust Company Freedom Index Income IPR | — | — | — | $664K | 0.2% | |
| Fidelity Management Trust Company Freedom Index Fund 2010 IPR | — | — | — | $635K | 0.2% | |
| Fidelity Management Trust Company Real Estate Index Fund | — | — | — | $605K | 0.2% | |
| Fidelity Management Trust Company Government Money Market Fund | — | — | — | $9K | <0.1% | |
| Fidelity Management Trust Company Freedom Index Fund 2070 IPR | — | — | — | $2K | <0.1% |
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