Back to filter
Original filing (PDF)20251014132408NAL0006159282001
WALLACE GRAPHICS, INC.
Form 5500
FILING_RECEIVED
WALLACE GRAPHICS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
124
Accounts w/ balance
119
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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 WALLACE GRAPHICS, INC..
Plan sponsor
Name
WALLACE GRAPHICS, INC.
EIN
58-1796985
Address
2450 MEADOWBROOK PKWY · DULUTH, GA · 30096
Phone
(314) 962-6780
Industry
Manufacturingsee all
Plan administrator
Name
PISTL SERVICE CORPORATION
EIN
43-1565836
City
CHESTERFIELD, MO
Phone
(314) 962-6780
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
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
CONNER ASH P. C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DIVERSIFIED FINANCIAL ADVISORS LLC | 90-1225082 | — | INVESTMENT ADVISOR | $30K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PISTL SERVICE CORPORATION | 43-1565836 | — | PLAN ADMINISTRATOR | $16K | — |
Investments
20 direct securities · 1 pooled fund· $8.5M(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
$7.6M
20 holdings
Common Collective Trust
$865K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company K6 Registered Investment Company | — | — | — | $1.4M | 16.6% | |
| Putnam Large Cap Value Fund R6 Registered Investment Company | — | — | — | $1.3M | 14.8% | |
| Fidelity 500 Index Institutional Prem Registered Investment Company | — | — | — | $919K | 10.8% | |
| METLIFE SERIES 25053 RELIANCE TRUST COMPANY BANK · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $865K | 10.2% | |
| Allspring Core Plus Bond Fund R6 Registered Investment Company | — | — | — | $517K | 6.1% | |
| Fidelity International Capital Appreciation K6 Registered Investment Company | — | — | — | $418K | 4.9% | |
| Vanguard Mid Cap Value Index Admiral Registered Investment Company | — | — | — | $398K | 4.7% | |
| Schwab Fundamental Intl Large Co Index Registered Investment Company | — | — | — | $382K | 4.5% | |
| JPMorgan Mid Cap Growth R6 Registered Investment Company | — | — | — | $331K | 3.9% | |
| Schwab International Index Fund Registered Investment Company | — | — | — | $308K | 3.6% | |
| PIMCO RAE US Small Instl Registered Investment Company | — | — | — | $281K | 3.3% | |
| Invesco Discovery R6 Registered Investment Company | — | — | — | $267K | 3.1% | |
| BlackRock High Yield Bond Instl Registered Investment Company | — | — | — | $249K | 2.9% | |
| Vanguard Growth Index Admiral Registered Investment Company | — | — | — | $186K | 2.2% | |
| Fidelity US Bond Index Instl Prem Registered Investment Company | — | — | — | $159K | 1.9% | |
| Vanguard Value Index Adm Registered Investment Company | — | — | — | $157K | 1.9% | |
| Vanguard Small Cap Index Admiral Registered Investment Company | — | — | — | $155K | 1.8% | |
| Participant Loans Variable rates at 5.25%-10.50% - | — | — | — | $125K | 1.5% | |
| Fidelity Mid Cap Index Instl Prem Registered Investment Company | — | — | — | $59K | 0.7% | |
| First Eagle Global I Registered Investment Company | — | — | — | $26K | 0.3% | |
| American Funds New Perspective R6 Registered Investment Company | — | — | — | $22K | 0.3% |
Related plans
Other plans using DIVERSIFIED FINANCIAL ADVISORS LLC
JIM BUTLER CHEVROLET INC.
JIM BUTLER AUTO GROUP 401K PLAN
$17.7M · 242 participants
PRECISION PRACTICE MANAGEMENT, INC.
PRECISION PRACTICE MANAGEMENT, INC. 401(K) PLAN
$12.0M · 192 participants
CHRIS AUFFENBERG FORD, INC.
CHRIS AUFFENBERG AUTOMOTIVE 401(K) PROFIT SHARING PLAN
$12.0M · 139 participants
AUFFENBERG HYUNDAI, INC.
AUFFENBERG UNION EMPLOYEES' 401(K) PLAN
$7.3M · 112 participants
THE SAINT LOUIS BREWERY, LLC
THE SAINT LOUIS BREWERY, LLC 401(K) PLAN
$3.0M · 128 participants
Similar-size Manufacturing plans
SAFETY MARKING, INC.
SAFETY MARKING, INC. MONEY PURCHASE PENSION PLAN
$8.5M · 164 participants
QUANTUM GRAPHICS
QUANTUM GRAPHICS 401(K) PLAN
$8.5M · 120 participants
CONSOLIDATED GRAPHICS GROUP, INC.
CONSOLIDATED GRAPHICS GROUP, INC. 401(K) PLAN AND TRUST
$8.6M · 152 participants
SYNNOTT IMAGING SYSTEMS
SYNNOTT IMAGING SYSTEMS PROFIT SHARING PLAN AND TRUST
$8.4M · 9 participants
THE FREEPORT PRESS, INC.
THE FREEPORT PRESS, INC. 401(K) PROFIT SHARING PLAN
$8.4M · 211 participants
FRANKLIN PRESS, INC.
FRANKLIN PRESS, INC. PROFIT SHARING PLAN
$8.4M · 53 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants