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Original filing (PDF)20250923113813NAL0006784736001

TECHNIBILT, LTD. DBA WANZL NORTH AMERICA

Form 5500
FILING_RECEIVED
TECHNIBILT, LTD. DBA WANZL NORTH AMERICA 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
350
Accounts w/ balance
378
Plan assets (EOY)
$20.9M
Net assets (EOY)
$20.9M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECHNIBILT, LTD. DBA WANZL NORTH AMERICA.
Plan sponsor
Name
TECHNIBILT, LTD. DBA WANZL NORTH AMERICA
DBA
WANZL NORTH AMERICA
EIN
56-1706799
Address
1019 LINCOLN COMMERCEC COURT · DENVER, NC · 28037
Phone
(828) 464-7388
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
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH LEONARD PLLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
NOVA 401(K) ASSOCIATES20-1181458THIRD PARTY ADMINISTRATOR$23K
Other
2
NameEINLocationRelationDirect compIndirect comp
CETERA ADVISOR NETWORKS95-3845382SERVICE PROVIDER$35K
VOYA RETIREMENT ADVISORS, LLC02-0488491SERVICE PROVIDER$8K

Investments

32 direct securities· $20.9M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
American Funds 2030 Target Date Retirement Fund$4.2M20.0%
American Funds 2045 Target Date Retirement Fund$2.5M11.9%
American Funds 2035 Target Date Retirement Fund$2.1M10.3%
American Funds 2025 Target Date Retirement Fund$1.9M9.1%
VRIAC Voya Fixed Account$1.7M8.3%
American Funds 2040 Target Date Retirement Fund$1.6M7.6%
American Funds 2050 Target Date Retirement Fund$1.2M5.7%
Fidelity 500 Index Fund$811K3.9%
American Funds New Perspective Fund$517K2.5%
American Funds 2055 Target Date Retirement Fund$440K2.1%
JP Morgan Large Cap Growth Fund$402K1.9%
American Funds 2060 Target Date Retirement Fund$374K1.8%
Vanguard Mid-Cap Index Fund$339K1.6%
JP Morgan Equity Income Fund$326K1.6%
American Funds 2010 Target Date Retirement Fund$312K1.5%
MFS International Growth Fund$257K1.2%
Voya Intermediate Bond Fund$251K1.2%
MFS Value Fund$228K1.1%
American Funds 2020 Target Date Retirement Fund$219K1.1%
Fidelity Small Cap Index Fund$186K0.9%
American Funds American Balanced Fund$141K0.7%
Franklin Small Cap Value Fund$140K0.7%
MFS Total Return Bond Fund$131K0.6%
JP Morgan Mid Cap Growth Fund$111K0.5%
American Funds 2065 Target Date Retirement Fund$99K0.5%
Notes receivable from participants Interest rates of 5.25% to 10.50%$96K0.5%
Vanguard Balanced Index Fund$76K0.4%
PIMCO Income Fund$67K0.3%
Victory Sycamore Established Value Fund$66K0.3%
Columbia High Yield Bond Fund$45K0.2%
Voya Small Cap Growth Fund$25K0.1%
American Funds 2015 Target Date Retirement Fund$8K<0.1%