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Original filing (PDF)20250917091746NAL0000302689001
WIRTGEN AMERICA, INC.
Form 5500
FILING_RECEIVED
WIRTGEN EMPLOYEE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
239
Accounts w/ balance
244
Plan assets (EOY)
$46.4M
Net assets (EOY)
$46.4M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WIRTGEN AMERICA, INC..
Plan sponsor
Name
WIRTGEN AMERICA, INC.
EIN
62-1250621
Address
6030 DANA WAY · ANTIOCH, TN · 37013
Phone
(615) 501-0600
Industry
Wholesale Tradesee 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
2025-09-17
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC, PC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENT STREET FIN ADV LLC | — | BRENTWOOD, TN | NONE | $79K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $3K | — |
Investments
32 direct securities · 1 pooled fund· $46.1M(99% 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
$42.4M
32 holdings
Common Collective Trust
$3.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of Amer R6 American Funds 0 | — | — | — | $6.8M | 14.7% | |
| GALLIARD STABLE RETURN FUND C GALLIARD CAPITAL MNGT · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $3.7M | 8.0% | |
| American Funds Washington Mutual R6 American Funds 0 | — | — | — | $3.7M | 7.9% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $3.4M | 7.4% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $2.8M | 5.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.7M | 5.9% | |
| JPMorgan Core Bond R6 JP Morgan 0 | — | — | — | $2.6M | 5.7% | |
| TCW MetWest Total Return Bond Plan TCW 0 | — | — | — | $2.5M | 5.4% | |
| MFS Mid Cap Growth R6 MFS 0 | — | — | — | $1.5M | 3.3% | |
| American Funds Cap World Gr & Inc R6 American Funds 0 | — | — | — | $1.5M | 3.2% | |
| JPMorgan SmartRetirement Blend 2025 R6 JP Morgan 0 | — | — | — | $1.4M | 3.0% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $1.3M | 2.8% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $1.3M | 2.7% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $1.3M | 2.7% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $1.0M | 2.2% | |
| Vanguard International Value Inv Vanguard 0 | — | — | — | $912K | 2.0% | |
| JPMorgan SmartRetirement Blend 2030 R6 JP Morgan 0 | — | — | — | $832K | 1.8% | |
| American Funds Capital World Bond R6 American Funds 0 | — | — | — | $742K | 1.6% | |
| JPMorgan SmartRetirement Blend 2035 R6 JP Morgan 0 | — | — | — | $697K | 1.5% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $655K | 1.4% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $636K | 1.4% | |
| JPMorgan SmartRetirement Blend 2050 R6 JP Morgan 0 | — | — | — | $540K | 1.2% | |
| JPMorgan SmartRetirement Blend 2040 R6 JP Morgan 0 | — | — | — | $537K | 1.2% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $517K | 1.1% | |
| AB Small Cap Growth Portfolio Z Alliance Bernstein 0 | — | — | — | $440K | 0.9% | |
| American Funds New World R6 American Funds 0 | — | — | — | $437K | 0.9% | |
| JPMorgan SmartRetirement Blend 2060 R6 JP Morgan 0 | — | — | — | $377K | 0.8% | |
| JPMorgan SmartRetirement Blend 2045 R6 JP Morgan 0 | — | — | — | $332K | 0.7% | |
| (CL) Franklin Small Cap Value R6 Franklin 0 | — | — | — | $296K | 0.6% | |
| JPMorgan SmartRetirement Blend 2055 R6 JP Morgan 0 | — | — | — | $290K | 0.6% | |
| JPMorgan SmartRetirement Blend Inc R6 JP Morgan 0 | — | — | — | $193K | 0.4% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $170K | 0.4% | |
| JPMorgan SmartRetirement Blend 2020 R6 JP Morgan 0 | — | — | — | $4K | <0.1% |