Original filing (PDF)20251014153224NAL0006672306001

Withersravenel, Inc.

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

Form 5500

FILING_RECEIVED

Withersravenel, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Withersravenel, Inc.'s Withersravenel, Inc. 401(k) Profit Sharing Plan held $33.4M in plan assets for 444 participants in 2024, with Newport Group as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

444

Accounts w/ balance

508

Plan assets (EOY)

$33.4M

Net assets (EOY)

$33.4M

How this plan invests

This plan

1 pooled trust

Schedule D

36 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

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

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

Plan sponsor

Name

WITHERSRAVENEL, INC.

EIN

56-1740520all filings

Address

115 MACKENAN DRIVE · CARY, NC · 27511

Phone

(919) 238-0357

Industry

Engineering Services· Professional & Technical Services

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORD-KEEPER	$36K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC INSTITUTIONAL ASSET MANAGEMENT	22-1146430	—	ADVISOR	$35K	—

Trustee

Investments

36 direct securities · 1 pooled fund· $32.9M(99% 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.

Mutual Funds

$22.7M

21 holdings

Common Collective Trusts

$5.1M

6 holdings

Other securities

$2.7M

9 holdings

Common Collective Trust

$2.4M

1 holding

					% of plan
MFS Total Return Fund R6	Mutual Funds	—	—	$4.0M	12.0%
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$3.6M	10.8%
American Funds Target Date Retirement 2035	Mutual Funds	—	—	$2.5M	7.4%
American Funds Target Date Retirement 2040	Mutual Funds	—	—	$2.4M	7.2%
T ROWE PRICE STABLE VALUE FUND A T ROWE PRICE · EIN 52-1309931 / PN 001	Common Collective Trust	—	—	$2.4M	7.2%
American Funds Target Date Retirement 2045	Mutual Funds	—	—	$2.4M	7.1%
American Funds Target Date Retirement 2050	Mutual Funds	—	—	$2.3M	7.0%
American Funds Target Date Retirement 2055	Mutual Funds	—	—	$1.7M	5.1%
American Funds Target Date Retirement 2030	Mutual Funds	—	—	$1.5M	4.6%
American Funds Target Date Retirement 2025	Mutual Funds	—	—	$1.5M	4.5%
American Funds Target Date Retirement 2060	Mutual Funds	—	—	$1.2M	3.7%
T Rowe Price Growth Stock Fund I Class	Mutual Funds	—	—	$1.0M	3.1%
JPMorgan Mid Cap Growth Fund	Other securities	—	—	$597K	1.8%
American Funds Target Date Retirement 2065	Mutual Funds	—	—	$500K	1.5%
Vanguard Total International Stock Index Fund	Common Collective Trusts	—	—	$480K	1.4%
JPMorgan Equity Income Fund Class R6	Other securities	—	—	$474K	1.4%
MFS International Growth R6	Mutual Funds	—	—	$388K	1.2%
American Century Small Cap Value Fun R6 Class	Other securities	—	—	$379K	1.1%
JPMorgan Emerging Markets Equity Fund	Other securities	—	—	$323K	1.0%
Vanguard Total Bond Market Index Fund	Common Collective Trusts	—	—	$322K	1.0%
PGIM High Yield Fund	Other securities	—	—	$290K	0.9%
Vanguard Short-Term Investment-Grade Fund	Mutual Funds	—	—	$278K	0.8%
Allspring Core Bond Fund R6	Other securities	—	—	$269K	0.8%
MFS Value Fund Class R6	Mutual Funds	—	—	$265K	0.8%
American Century Small Cap Growth Fund Class R6	Other securities	—	—	$261K	0.8%
Vanguard Small Cap Index Fund	Common Collective Trusts	—	—	$253K	0.8%
Vanguard Mid Cap Index Fund	Common Collective Trusts	—	—	$251K	0.8%
Vanguard Inflation-Protected Securities Fund	Mutual Funds	—	—	$249K	0.7%
Vanguard International Value Fund	Mutual Funds	—	—	$181K	0.5%
PGI CIT US Real Estate Secs CIT Tier I	Common Collective Trusts	—	—	$166K	0.5%
American Funds Target Date Retirement 2010	Mutual Funds	—	—	$126K	0.4%
maturing through July 2034	Other securities	—	—	$118K	0.4%
PIMCO Commodity Real Return Strategy Fund	Mutual Funds	—	—	$64K	0.2%
American Funds Target Date Retirement 2020	Mutual Funds	—	—	$29K	<0.1%
AB Global Bond Fund Class Z	Other securities	—	—	$25K	<0.1%
American Funds Target Date Retirement 2015	Mutual Funds	—	—	$22K	<0.1%
American Funds Target Date Retirement 2070	Mutual Funds	—	—	$9K	<0.1%