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Original filing (PDF)20251006164829NAL0009584930001
WILSON ELECTRONICS, LLC
Form 5500
FILING_RECEIVED
WILSON ELECTRONICS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
203
Accounts w/ balance
299
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
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 (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 WILSON ELECTRONICS, LLC.
Plan sponsor
Name
WILSON ELECTRONICS, LLC
EIN
61-1707635
Address
3301 EAST DESERET DR. · SAINT GEORGE, UT · 847905446
Phone
(435) 986-6240
Industry
Manufacturingsee 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
2025-10-06
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC ERISA CONSULTANTS LLC | 26-2091417 | SAINT PAUL, MN | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
36 direct securities · 1 pooled fund· $29.5M(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
$14.9M
36 holdings
Pooled Separate Account
$14.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY CONTRACT VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $14.6M | 98.2% | |
| Voya Retirement Insurance and Annuity Company American Funds 2035 Target Date Retirement Fund Class R-6 | — | — | — | $2.8M | 18.8% | |
| Voya Retirement Insurance and Annuity Company Fidelity 500 Index Fund | — | — | — | $1.8M | 12.1% | |
| Voya Retirement Insurance and Annuity Company American Funds 2045 Target Date Retirement Fund Class R-6 | — | — | — | $1.6M | 10.9% | |
| Voya Retirement Insurance and Annuity Company American Funds 2030 Target Date Retirement Fund Class R-6 | — | — | — | $1.6M | 10.8% | |
| Voya Retirement Insurance and Annuity Company American Funds 2050 Target Date Retirement Fund Class R-6 | — | — | — | $1.5M | 9.8% | |
| Voya Retirement Insurance and Annuity Company American Funds 2055 Target Date Retirement Fund Class R-6 | — | — | — | $826K | 5.5% | |
| Voya Retirement Insurance and Annuity Company Fidelity Mid Cap Index Fund | — | — | — | $745K | 5.0% | |
| Voya Retirement Insurance and Annuity Company American Funds 2040 Target Date Retirement Fund Class R-6 | — | — | — | $437K | 2.9% | |
| Voya Retirement Insurance and Annuity Company American Funds 2060 Target Date Retirement Fund Class R-6 | — | — | — | $436K | 2.9% | |
| Voya Retirement Insurance and Annuity Company Hartford Core Equity Fund Class R6 | — | — | — | $345K | 2.3% | |
| Voya Retirement Insurance and Annuity Company Janus Henderson Global Technology and Innovation Fund Class N | — | — | — | $323K | 2.2% | |
| Voya Retirement Insurance and Annuity Company American Funds 2025 Target Date Retirement Fund Class R-6 | — | — | — | $278K | 1.9% | |
| Voya Retirement Insurance and Annuity Company American Funds The Bond Fund of America Class R-6 | — | — | — | $268K | 1.8% | |
| Voya Retirement Insurance and Annuity Company Virtus KAR MidCap Core R6 | — | — | — | $257K | 1.7% | |
| participant's account balance, maturing through September 2054 | — | — | — | $247K | 1.7% | |
| Voya Retirement Insurance and Annuity Company AB Large Cap Growth Fund Class Z | — | — | — | $242K | 1.6% | |
| Voya Retirement Insurance and Annuity Company Fidelity Small Cap Index Fund | — | — | — | $185K | 1.2% | |
| Voya Retirement Insurance and Annuity Company DFA Inflation-Protected Securities Portfolio Institutional Class | — | — | — | $133K | 0.9% | |
| Voya Retirement Insurance and Annuity Company JPMorgan International Equity Fund Class R6 | — | — | — | $130K | 0.9% | |
| Voya Retirement Insurance and Annuity Company Invesco Core Bond Fund Class R6 | — | — | — | $117K | 0.8% | |
| Voya Retirement Insurance and Annuity Company Putnam Small Cap Growth R6 | — | — | — | $88K | 0.6% | |
| Voya Retirement Insurance and Annuity Company American Funds 2020 Target Date Retirement Fund Class R-6 | — | — | — | $81K | 0.5% | |
| Voya Retirement Insurance and Annuity Company American Funds 2065 Target Date Retirement Fund Class R-6 | — | — | — | $79K | 0.5% | |
| Voya Retirement Insurance and Annuity Company American Funds American Mutual Fund Class R-6 | — | — | — | $61K | 0.4% | |
| Voya Retirement Insurance and Annuity Company American Funds America Balanced Fund Class R-6 | — | — | — | $54K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Goldman Sachs Small Cap Value Insights Fund Class R6 | — | — | — | $52K | 0.3% | |
| Voya Retirement Insurance and Annuity Company American Funds New World R6 | — | — | — | $51K | 0.3% | |
| Voya Retirement Insurance and Annuity Company MFS Global Real Estate Fund Class R6 | — | — | — | $47K | 0.3% | |
| Voya Retirement Insurance and Annuity Company PIMCO Commodity Real Return Strategy Fund Institutional Class | — | — | — | $39K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Allspring Special Mid Cap Value Fund Class R6 | — | — | — | $37K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $14K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Voya Government Money Market Fund A | — | — | — | $11K | <0.1% | |
| Voya Retirement Insurance and Annuity Company PIMCO Income Fund Institutional Class | — | — | — | $6K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Franklin High Income Fund Class R6 | — | — | — | $3K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Lord Abbett Floating Rate R6 | — | — | — | $3K | <0.1% | |
| Voya Retirement Insurance and Annuity Company BlackRock Income Class K | — | — | — | $2K | <0.1% |
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