How big is 31-W Insulation Co., Inc.'s plan?

31-W Insulation Co., Inc.'s plan reported $13.7M in assets and 493 participants for 2024.

Original filing (PDF)20250729171611NAL0001814147001

31-W Insulation Co., Inc.

Name: 31-W Insulation Co., Inc. — 31-W Insulation Co., Form 5500 (2024)
Creator: 31-W Insulation Co., Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

31-W Insulation Co., Inc. Profit Sharing and Retirement Savings Plan

401(k) retirement plan · 31-W Insulation Co., Inc.'s 31-W Insulation Co., Inc. Profit Sharing and Retirement Savings Plan held $13.7M in plan assets for 493 participants in 2024, with Nationwide as recordkeeper.

Signals · 5

Late participant contributions27% in single holding14% employer stockCorrective distributions issued6 service providers

Active participants

493

Accounts w/ balance

254

Plan assets (EOY)

$13.7M

Net assets (EOY)

$13.7M

People on this filing

Wendi Newton signed 31-W Insulation Co., Inc.'s 2024 Form 5500 as plan administrator.

Wendi Newton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

31-W Insulation Co., Inc.'s EIN is 62-1037670.

EIN 62-1037670

Plan number 001

Plan year 2024

ACK ID 20250729171611NAL0001814147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 31-W Insulation Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

31-W Insulation Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 8K (1% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

31-W INSULATION CO., INC.

EIN

all filings

Address

7434 CYCLE LANE · GOODLETTSVILLE, TN · 37072

Phone

(615) 643-3900

Industry

Construction

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	RECORDKEEPER	$2K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEAFHOUSE FINANCIAL ADVISORS LLC	26-4311657	AUSTIN, TX	BROKER	$6K	—
CETERA ADVISOR NETWORKS LLC

Investments

26 direct securities · 1 pooled fund· $23.8M(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.

Pooled Separate Account

$10.1M

1 holding

Common Collective Trusts

$8.1M

11 holdings

Stable Value

$3.6M

1 holding

Common Stocks

$1.9M

11 holdings

Mutual Funds

$50K

3 holdings

					% of plan
NATIONWIDE QUALIFIED PLANS VARIABLE NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009	Pooled Separate Account	—	—	$10.1M	73.5%
Nationwide Life Ins. Company Guaranteed Investment Contract N/A	Stable Value	—	—	$3.6M	26.5%
Nationwide Trust Company, FSB Vanguard Growth Index Fund N/A	Common Collective Trusts	—	—	$2.4M	17.3%
Nationwide Trust Company, FSB Fidelity 500 Index Fund N/A	Common Collective Trusts	—	—	$1.2M	8.9%
Nationwide Trust Company, FSB Vanguard Total Intl. Bond Index Fund N/A 592 * Nationwide Trust Company, FSB Vanguard Total Stock Market Index Fund N/A	Common Collective Trusts	—	—	$1.0M	7.6%
Nationwide Trust Company, FSB Vanguard Intermediate-Term Treas Fund N/A 380 * Nationwide Trust Company, FSB Vanguard Mid-Cap Index Fund N/A	Common Collective Trusts	—	—	$1.0M	7.4%
Nationwide Trust Company, FSB Vanguard Balanced Index Fund N/A	Common Collective Trusts	—	—	$812K	5.9%
Nationwide Trust Company, FSB Vanguard Developed Markets Index Fund N/A	Common Collective Trusts	—	—	$723K	5.3%
Nationwide Trust Company, FSB Vanguard Small-Cap Index Fund N/A	Common Collective Trusts	—	—	$708K	5.2%
Nationwide Trust Company, FSB Federated Hermes Govt Obligations Fund N/A	Common Stocks	—	—	$419K	3.1%
Nationwide Trust Company, FSB American Century Investments 2040 I N/A	Common Stocks	—	—	$334K	2.4%
Nationwide Trust Company, FSB American Century Investments 2035 I N/A	Common Stocks	—	—	$302K	2.2%
Nationwide Trust Company, FSB American Century Investments 2030 I N/A	Common Stocks	—	—	$268K	2.0%
Nationwide Trust Company, FSB Fidelity U.S. Bond Index Fund N/A	Common Collective Trusts	—	—	$199K	1.5%
Nationwide Trust Company, FSB American Century Investments 2065 I N/A 303 * Nationwide Trust Company, FSB American Century Investments InRet Fund N/A	Common Stocks	—	—	$184K	1.3%
Nationwide Trust Company, FSB American Century Investments 2050 I N/A	Common Stocks	—	—	$162K	1.2%
Nationwide Trust Company, FSB American Century Investments 2025 I N/A	Common Stocks	—	—	$114K	0.8%
Nationwide Trust Company, FSB American Century Investments 2045 I N/A	Common Stocks	—	—	$44K	0.3%
Nationwide Trust Company, FSB Vanguard Wellesley Income Fund N/A	Mutual Funds	—	—	$38K	0.3%
Nationwide Trust Company, FSB American Century Investments 2060 I N/A	Common Stocks	—	—	$27K	0.2%
Nationwide Trust Company, FSB Vanguard Real Estate Index Fund N/A	Common Collective Trusts	—	—	$21K	0.2%
Nationwide Trust Company, FSB American Century Investments 2055 I N/A	Common Stocks	—	—	$20K	0.1%
Nationwide Trust Company, FSB Vanguard Value Index Fund N/A	Common Collective Trusts	—	—	$20K	0.1%
Nationwide Trust Company, FSB Fed Hermes Inst High Yield Bond Fund N/A	Common Stocks	—	—	$18K	0.1%
Nationwide Trust Company, FSB Fidelity Multi-Asset Index Fund N/A	Common Collective Trusts	—	—	$10K	<0.1%
Nationwide Trust Company, FSB Fidelity Inflation-Protected Bond Fund N/A	Mutual Funds	—	—	$6K	<0.1%
Nationwide Trust Company, FSB Vanguard Emerging Markets Stock Fund N/A	Mutual Funds	—	—	$5K	<0.1%