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Original filing (PDF)20251013050420NAL0000298227001
WPG AMERICAS, INC.
Form 5500
FILING_RECEIVED
WPG AMERICAS, INC. 401K PLAN
401(k) retirement plan
Active participants
83
Accounts w/ balance
147
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WPG AMERICAS, INC..
Plan sponsor
Name
WPG AMERICAS, INC.
EIN
56-2585955
Address
1735 TECHNOLOGY DRIVE · SUITE 770 · SAN JOSE, CA · 95110
Phone
(631) 716-5017
Industry
Wholesale Tradesee 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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
T.E. LOTT & COMPANY CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $19K | — |
Investments
33 direct securities · 1 pooled fund· $10.8M(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
$9.2M
29 holdings
Registered Investment Companies
$1.1M
4 holdings
Common Collective Trust
$483K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP Retirement 2035 I Fund Mutual Fund | — | — | — | $1.4M | 13.8% | |
| TRP Retirement 2030 I Fund Mutual Fund | — | — | — | $1.2M | 12.1% | |
| TRP Retirement 2025 I Fund Mutual Fund | — | — | — | $903K | 8.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $681K | 6.7% | |
| TRP Retirement 2050 I Fund Mutual Fund | — | — | — | $564K | 5.5% | |
| TRP Retirement 2040 I Fund Mutual Fund | — | — | — | $542K | 5.3% | |
| MetLife Stable Value J Fund Common/Collective Trust | — | — | — | $483K | 4.7% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $483K | 4.7% | |
| TRP Retirement 2020 I Fund Mutual Fund | — | — | — | $465K | 4.6% | |
| JP Morgan Large Cap Growth R6 Fund Mutual Fund | — | — | — | $385K | 3.8% | |
| Blackrock Total Return K Fund Mutual Fund | — | — | — | $359K | 3.5% | |
| TRP Retirement 2055 I Fund Mutual Fund | — | — | — | $317K | 3.1% | |
| Fid Small Cap Index Fund Mutual Fund | — | — | — | $300K | 2.9% | |
| Vanguard Value Index Fund Admr Mutual Fund | — | — | — | $299K | 2.9% | |
| BNYM Nat Res A Mutual Fund | — | — | — | $240K | 2.3% | |
| Franklin Small Cap Value Fund A Mutual Fund | — | — | — | $210K | 2.1% | |
| PGIM High Yield Fund R6 Mutual Fund | — | — | — | $205K | 2.0% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $202K | 2.0% | |
| Fid Mid Cap Index Fund Mutual Fund | — | — | — | $174K | 1.7% | |
| Carillon Eagle Mid Cap Grth R6 Fund Mutual Fund | — | — | — | $171K | 1.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $169K | 1.7% | |
| American Funds New Perspective R6 Fund Mutual Fund | — | — | — | $169K | 1.7% | |
| American Funds Europac Gro R6 Fund Mutual Fund | — | — | — | $144K | 1.4% | |
| TRP Retirement 2045 I Fund Mutual Fund | — | — | — | $125K | 1.2% | |
| Nuveen Mid Cap Value I Fund Mutual Fund | — | — | — | $125K | 1.2% | |
| TRP Retirement 2015 I Fund Mutual Fund | — | — | — | $109K | 1.1% | |
| Notes receivable from participants Participant Loans n/a | — | — | — | $98K | 1.0% | |
| Cohen & Steers Real Estate Securities A Fund Mutual Fund | Registered Investment Companies | — | — | $95K | 0.9% | |
| American Funds New World R6 Fund Mutual Fund | — | — | — | $75K | 0.7% | |
| TRP Retirement 2060 I Fund Mutual Fund | — | — | — | $74K | 0.7% | |
| TRP Retirement 2065 I Fund Mutual Fund | — | — | — | $18K | 0.2% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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