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Original filing (PDF)20250825130944NAL0013734096001
WAYNE AUTOMATIC FIRE SPRINKLERS, INC.
Form 5500
FILING_RECEIVED
WAYNE AUTOMATIC FIRE SPRINKLERS, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
677
Accounts w/ balance
918
Plan assets (EOY)
$86.7M
Net assets (EOY)
$86.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 59% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAYNE AUTOMATIC FIRE SPRINKLERS, INC..
Plan sponsor
Name
WAYNE AUTOMATIC FIRE SPRINKLERS, INC.
EIN
59-1824363
Address
222 CAPITOL CT · OCOEE, FL · 347613019
Phone
(407) 877-5519
Industry
Constructionsee 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
2025-08-25
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
BERMAN HOPKINS CPA & ASSOC. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $63K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | INVESTMENT ADVISOR | $157K | — |
Investments
29 direct securities · 1 pooled fund· $83.7M(97% 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
$83.7M
29 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Pioneer Fundamental Growth Fund Class K Shares Mutual Fund | — | — | — | $7.9M | 9.1% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $7.5M | 8.6% | |
| Transamerica Guaranteed Investment Option Funds held by insurance company | — | — | — | $6.5M | 7.4% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $5.7M | 6.6% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $5.5M | 6.3% | |
| Franklin Rising Dividends Fund R6 Class Mutual Fund | — | — | — | $5.2M | 6.0% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $4.8M | 5.6% | |
| Janus Henderson Triton Fund Class S Mutual Fund | — | — | — | $4.6M | 5.3% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $4.0M | 4.6% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | — | — | — | $3.8M | 4.3% | |
| Land located in Orange County, Florida Land | — | — | — | $3.6M | 4.1% | |
| John Hancock JHancock Discipl Val Mid Cap R6 | — | — | — | $3.3M | 3.9% | |
| Loomis Sayles Core Plus Bond N Fund Mutual Fund | — | — | — | $3.0M | 3.5% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $2.7M | 3.1% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $2.5M | 2.9% | |
| American Funds EuroPacific Growth Fund Class R-6 Mutual Fund | — | — | — | $2.3M | 2.7% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $2.1M | 2.4% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $1.8M | 2.1% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $1.5M | 1.7% | |
| Invesco Developing Markets Fund Class R6 Mutual Fund | — | — | — | $1.2M | 1.4% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $1.2M | 1.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $1.2M | 1.4% | |
| Hartford Schroders International Stock Fund Class SDR Mutual Fund | — | — | — | $439K | 0.5% | |
| PIMCO Real Return Fund Mutual Fund | — | — | — | $403K | 0.5% | |
| BlackRock Liquidity Funds FedFund Premier Shares Mutual Fund | — | — | — | $287K | 0.3% | |
| American Funds 2010 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $260K | 0.3% | |
| Cohen & Steers Global Realty Shares, Inc. Class Z Mutual Fund | — | — | — | $231K | 0.3% | |
| Eaton Vance Large-Cap Value Fund Class R6 Mutual Fund | — | — | — | $200K | 0.2% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 Mutual Fund | — | — | — | $95K | 0.1% | |
| MORLEY STABLE VAL FUND CLASS 25 MORLEY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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