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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 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | — | THIRD PARTY ADMINISTRATOR | $23K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS | 95-3845382 | — | SERVICE PROVIDER | $35K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $8K | — |
Investments
32 direct securities· $20.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund | — | — | — | $4.2M | 20.0% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $2.5M | 11.9% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $2.1M | 10.3% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $1.9M | 9.1% | |
| VRIAC Voya Fixed Account | — | — | — | $1.7M | 8.3% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $1.6M | 7.6% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $1.2M | 5.7% | |
| Fidelity 500 Index Fund | — | — | — | $811K | 3.9% | |
| American Funds New Perspective Fund | — | — | — | $517K | 2.5% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $440K | 2.1% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $402K | 1.9% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $374K | 1.8% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $339K | 1.6% | |
| JP Morgan Equity Income Fund | — | — | — | $326K | 1.6% | |
| American Funds 2010 Target Date Retirement Fund | — | — | — | $312K | 1.5% | |
| MFS International Growth Fund | — | — | — | $257K | 1.2% | |
| Voya Intermediate Bond Fund | — | — | — | $251K | 1.2% | |
| MFS Value Fund | — | — | — | $228K | 1.1% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $219K | 1.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $186K | 0.9% | |
| American Funds American Balanced Fund | — | — | — | $141K | 0.7% | |
| Franklin Small Cap Value Fund | — | — | — | $140K | 0.7% | |
| MFS Total Return Bond Fund | — | — | — | $131K | 0.6% | |
| JP Morgan Mid Cap Growth Fund | — | — | — | $111K | 0.5% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $99K | 0.5% | |
| Notes receivable from participants Interest rates of 5.25% to 10.50% | — | — | — | $96K | 0.5% | |
| Vanguard Balanced Index Fund | — | — | — | $76K | 0.4% | |
| PIMCO Income Fund | — | — | — | $67K | 0.3% | |
| Victory Sycamore Established Value Fund | — | — | — | $66K | 0.3% | |
| Columbia High Yield Bond Fund | — | — | — | $45K | 0.2% | |
| Voya Small Cap Growth Fund | — | — | — | $25K | 0.1% | |
| American Funds 2015 Target Date Retirement Fund | — | — | — | $8K | <0.1% |
