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Original filing (PDF)20251015134155NAL0005018257001
WALDROP, INC.
Form 5500
FILING_RECEIVED
WALDROP, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
46% in single holding
Active participants
99
Accounts w/ balance
105
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
77
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "MyCompass MyCompass Ind Mod 2035 Fd R" is 46% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALDROP, INC..
Plan sponsor
Name
WALDROP, INC.
EIN
57-0707445
Address
331 S HAMMETT ROAD · GREER, SC · 29651
Phone
(864) 541-0396
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PPG RETIREMENT PLAN SERVICES LTD | 39-1915811 | KENOSHA, WI | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT | 39-2018056 | — | SERVICE PROVIDER | $0 | — |
Investments
24 direct securities · 1 pooled fund· $9.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.7M
23 holdings
Pooled Separate Account
$4.5M
1 holding
Mutual Funds
$6K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.5M | 96.5% | |
| MyCompass Ind Mod 2035 Fd R | — | — | — | $2.2M | 45.9% | |
| MyCompass Ind Mod 2045 Fd R | — | — | — | $766K | 16.3% | |
| MyCompass Ind Mod Ret Fd R | — | — | — | $505K | 10.8% | |
| MyCompass Ind Mod 2055 Fd R | — | — | — | $349K | 7.4% | |
| MyCompass Ind Mod 2065 Fd R | — | — | — | $137K | 2.9% | |
| 9.50%, maturing through January 2029 | — | — | — | $102K | 2.2% | |
| Fidelity 500 Index Fund | — | — | — | $98K | 2.1% | |
| Vanguard Vangrd Dev Mkts Index Fd Adm | — | — | — | $88K | 1.9% | |
| American Funds American Funds New World R6 | — | — | — | $78K | 1.7% | |
| Voya Fixed Account (4450) | — | — | — | $64K | 1.4% | |
| JP Morgan JPMorgan Core Plus Bond Fnd R6 | — | — | — | $56K | 1.2% | |
| American Funds American Funds Am Balanced R6 | — | — | — | $55K | 1.2% | |
| PIMCO Income Fund Ins | — | — | — | $41K | 0.9% | |
| Vanguard Vangrd Small-Cap Index Fnd Adm | — | — | — | $33K | 0.7% | |
| JP Morgan JPMorgan LgCp Grw Fnd R6 | — | — | — | $30K | 0.6% | |
| DFA Infl-Prot Sec Port Ins | — | — | — | $30K | 0.6% | |
| Vanguard Vangrd Mid-Cap Index Fund Adm | — | — | — | $26K | 0.6% | |
| PIMCO Intl Bd Fd (US Dl-Hdg) I 118 Putnam Lrg Cp Val Fd - Cl R6 | — | — | — | $24K | 0.5% | |
| C&S Cohen&Steers Inst Rl Shares | — | — | — | $24K | 0.5% | |
| MFS Mid Cap Value Fund R6 506 PGIM High Yield Fund R6 | — | — | — | $7K | 0.2% | |
| Vanguard Vangrd Sm-Cap Vl Index Fnd Adm | — | — | — | $7K | 0.1% | |
| American Century AmCen Small Cap Growth Fund R6 | Mutual Funds | — | — | $6K | 0.1% | |
| JP Morgan JPMorgan Mid Cap Growth Fd R6 | — | — | — | $5K | 0.1% | |
| MyCompass Ind Cns 2035 F R 463 MyCompass Ind Cns 2045 F R 462 MyCompass Ind Cns 2055 F R 461 MyCompass Ind Cns 2065 Fd R 462 MyCompass Ind Cns Ret Fd R | — | — | — | $1K | <0.1% |
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