How big is Wayne Brothers, Inc.'s plan?

Wayne Brothers, Inc.'s plan reported $27.4M in assets and 620 participants for 2024.

Original filing (PDF)20251013234709NAL0002067665001

Wayne Brothers, Inc.

Name: Wayne Brothers, Inc. — Wayne Brothers, Inc. 401(k), Form 5500 (2024)
Creator: Wayne Brothers, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Wayne Brothers, Inc. 401(k) Plan

401(k) retirement plan · Wayne Brothers, Inc.'s Wayne Brothers, Inc. 401(k) Plan held $27.4M in plan assets for 620 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

620

Accounts w/ balance

693

Plan assets (EOY)

$27.4M

Net assets (EOY)

$27.4M

People on this filing

Brandon Spears signed Wayne Brothers, Inc.'s 2024 Form 5500 as plan administrator.

Brandon Spears — 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

Wayne Brothers, Inc.'s EIN is 56-1496059.

EIN 56-1496059

Plan number 001

Plan year 2024

ACK ID 20251013234709NAL0002067665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wayne Brothers, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wayne Brothers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAYNE BROTHERS, INC..

Finding similar companies…

How this plan invests

This plan

35 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

WAYNE BROTHERS, INC.

EIN

all filings

Address

357 CONCRESCERE PARKWAY · DAVIDSON, NC · 28036

Phone

(704) 956-2200

Industry

Construction

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

GREERWALKER LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$14K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA INVESTMENT SERVICES LLC	35-2552359	—	ADVISOR	$23K	—

Investments

35 direct securities· $27.4M(100% of reported assets)

Mutual Funds

$21.6M

25 holdings

Common Collective Trusts

$3.7M

5 holdings

Participant loans

$1.1M

1 holding

Other securities

$898K

4 holdings

					% of plan
Fidelity Emerging MKTS	Mutual Funds	—	—	$2.9M	10.5%
Fidelity International Index Fund	Common Collective Trusts	—	—	$2.8M	10.3%
Fidelity Freedom 2020 Fund - Class K	Mutual Funds	—	—	$2.6M	9.5%
Fidelity Stk Sel Sm Cap	Mutual Funds	—	—	$2.4M	8.7%
Fidelity Freedom 2015 Fund - Class K	Mutual Funds	—	—	$1.9M	6.8%
Fidelity Freedom Income Fund - Class K	Mutual Funds	—	—	$1.8M	6.5%
Fidelity Freedom 2070 K	Mutual Funds	—	—	$1.6M	5.7%
Fidelity Short-Term Bond	Mutual Funds	—	—	$1.3M	4.7%
Fidelity Freedom 2010 Fund - Class K	Mutual Funds	—	—	$1.3M	4.6%
Participant Loans	Participant loans	—	—	$1.1M	4.1%
Fidelity Freedom 2035 Fund - Class K	Mutual Funds	—	—	$970K	3.5%
MassMutual Select Mid Cap Growth Fund Class I	Other securities	—	—	$742K	2.7%
Fidelity Blue Chip Growth Fund - Class K	Mutual Funds	—	—	$680K	2.5%
Fidelity Freedom 2030 Fund - Class K	Mutual Funds	—	—	$658K	2.4%
Fidelity Freedom 2040 Fund - Class K	Mutual Funds	—	—	$656K	2.4%
Fidelity Freedom 2055 Fund - Class K	Mutual Funds	—	—	$561K	2.1%
Fidelity Freedom 2050 Fund - Class K	Mutual Funds	—	—	$514K	1.9%
Fidelity Contrafund	Mutual Funds	—	—	$463K	1.7%
Fidelity Freedom 2060 Fund - Class K	Mutual Funds	—	—	$405K	1.5%
Fidelity Freedom 2045 Fund - Class K	Mutual Funds	—	—	$341K	1.2%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$335K	1.2%
Fidelity Freedom 2025 Fund - Class K	Mutual Funds	—	—	$284K	1.0%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$234K	0.9%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$228K	0.8%
Fidelity Freedom 2065 Fund - Class K	Mutual Funds	—	—	$175K	0.6%
JPMorgan Equity Income Fund - Class R-6	Other securities	—	—	$137K	0.5%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$125K	0.5%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$115K	0.4%
Fidelity Pacific Basin Fund	Mutual Funds	—	—	$107K	0.4%
American Funds Washington Mutual Investors Fund - Class R-6	Mutual Funds	—	—	$69K	0.3%
Columbia Dividend Income Fund Institutional 3 Class	Other securities	—	—	$16K	<0.1%
Fidelity Balanced Fund	Mutual Funds	—	—	$11K	<0.1%
American Funds EuroPacific Growth Fund - Class R-6	Mutual Funds	—	—	$9K	<0.1%
Lord Abbett High Yield Fund - Class R-6	Mutual Funds	—	—	$3K	<0.1%
Allspring Special Mid Cap Value Fund - Class R-6	Other securities	—	—	$3K	<0.1%