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Original filing (PDF)20251013111332NAL0001100769001
WEIGEL STORES, INC.
Form 5500
FILING_RECEIVED
WEIGEL STORES, INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 3
26% in single holding~148 bps in Sched C feesNo recordkeeper disclosed
Active participants
2,303
Accounts w/ balance
817
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "BlackRock Lifepath Index Retirement Fund K Mutual Fund" is 26% of plan.
- 148 bps in Schedule C fees — 184% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 35% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEIGEL STORES, INC..
Plan sponsor
Name
WEIGEL STORES, INC.
EIN
62-1588714
Address
P.O. BOX 650 · POWELL, TN · 37849
Phone
(865) 938-2042
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2H · Partial participant-directed accounts
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
PUGH CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PUGH CPAS | 62-1142155 | — | AUDITOR | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE TRUST COMPANY OF TENNESSEE | 62-1291257 | — | BUNDLED PROVIDER | $68K | — |
Investments
23 direct securities · 2 pooled funds· $5.2M(91% 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
$5.1M
23 holdings
Common Collective Trust
$11K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index Retirement Fund K Mutual Fund | — | — | — | $1.3M | 23.3% | |
| BlackRock Lifepath Index 2030 Fund K Mutual Fund | — | — | — | $1.1M | 19.2% | |
| BlackRock Lifepath Index 2040 Fund K Mutual Fund | — | — | — | $537K | 9.5% | |
| BlackRock Lifepath Index 2035 Fund K Mutual Fund | — | — | — | $420K | 7.4% | |
| BlackRock Lifepath Index 2045 Fund K Mutual Fund | — | — | — | $359K | 6.4% | |
| BlackRock Lifepath Index 2050 Fund K Mutual Fund | — | — | — | $265K | 4.7% | |
| BlackRock Lifepath Index 2060 Fund K Mutual Fund | — | — | — | $257K | 4.5% | |
| BlackRock Lifepath Index 2055 Fund K Mutual Fund | — | — | — | $254K | 4.5% | |
| Vanguard 500 Index Fd #540 Adm Shs Mutual Fund | — | — | — | $223K | 3.9% | |
| JPMorgan US Govt Mmkt Capital Money Market Fund | — | — | — | $90K | 1.6% | |
| BlackRock Lifepath Index 2065 Fund K Mutual Fund | — | — | — | $73K | 1.3% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $58K | 1.0% | |
| JP Morgan Core Bond R6 Mutual Fund | — | — | — | $34K | 0.6% | |
| Metropolitan West Total Return Bond I Mutual Fund | — | — | — | $34K | 0.6% | |
| Blackrock Strategic Income Opps K Mutual Fund | — | — | — | $33K | 0.6% | |
| Goldman Sachs GQG Ptnrs Intl Opps R6 Mutual Fund | — | — | — | $23K | 0.4% | |
| Vanguard Inflation-Protected Sec Fd Admiral Mutual Fund | — | — | — | $19K | 0.3% | |
| Vanguard Value Index Admiral #506 Mutual Fund | — | — | — | $16K | 0.3% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $13K | 0.2% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $11K | 0.2% | |
| Causeway International Value Instl Mutual Fund | — | — | — | $9K | 0.2% | |
| JP Morgan Emerging Markets Equity R6 Mutual Fund | — | — | — | $8K | 0.1% | |
| Conestoga Small Cap Inst'l Mutual Fund | — | — | — | $6K | 0.1% | |
| Nationwide WCM Focused Small Cap R6 Mutual Fund | — | — | — | $6K | 0.1% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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