Original filing (PDF)20251015150103NAL0010244962001

WEG Electric Corp.

Name: WEG Electric Corp. — WEG Electric Corp. Retirement, Form 5500 (2024)
Creator: WEG Electric Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

WEG Electric Corp. Retirement Readiness 401(k) Plan

401(k) retirement plan · WEG Electric Corp.'s WEG Electric Corp. Retirement Readiness 401(k) Plan held $5.0M in plan assets for 259 participants in 2024, with Empower as recordkeeper.

Active participants

259

Accounts w/ balance

319

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

How this plan invests

This plan

38 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

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEG ELECTRIC CORP..

Plan sponsor

Name

WEG ELECTRIC CORP.

EIN

65-0280210all filings

Address

410 EAST SPRING STREET · BLUFFTON, IN · 46714

Phone

(260) 827-2473

Industry

Manufacturing

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

2A · Age/service weighted or new comparability

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$13K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

38 direct securities· $4.6M(92% of reported assets)

Mutual Funds

$2.7M

25 holdings

Other securities

$861K

7 holdings

Common Collective Trusts

$533K

3 holdings

Stable Value

$465K

1 holding

Bonds / Notes

$90K

1 holding

U.S. Treasuries

$9K

1 holding

					% of plan
GROUP ANNUITY CONTRACT * Key Guaranteed Portfolio Fund Guaranteed investment contract	Stable Value	—	—	$465K	9.2%
Vanguard 500 Index Admiral Mutual fund	Common Collective Trusts	—	—	$456K	9.0%
First Eagle Global A Mutual fund	Other securities	—	—	$342K	6.8%
Vanguard Small Cap Index Adm Mutual fund	Mutual Funds	—	—	$336K	6.7%
JPMorgan Large Cap Growth R6 Mutual fund	Other securities	—	—	$311K	6.2%
Vanguard Total Intl Stock Index Admiral Mutual fund	Mutual Funds	—	—	$292K	5.8%
American Funds EuroPacific Gr R4 Mutual fund	Mutual Funds	—	—	$265K	5.2%
MFS Aggressive Growth Allocation R4 Mutual fund	Mutual Funds	—	—	$234K	4.6%
MFS Conservative Allocation R4 Mutual fund	Mutual Funds	—	—	$178K	3.5%
MFS Moderate Allocation R4 Mutual fund	Mutual Funds	—	—	$173K	3.4%
Vanguard Total Bond Market Index Adm Mutual fund	Mutual Funds	—	—	$163K	3.2%
American Funds 2050 Trgt Date Retire R5E Mutual fund	Mutual Funds	—	—	$121K	2.4%
Janus Henderson Enterprise N Mutual fund	Mutual Funds	—	—	$106K	2.1%
American Funds 2030 Trgt Date Retire R5E Mutual fund	Mutual Funds	—	—	$101K	2.0%
Vanguard Equity Income Adm Mutual fund	Mutual Funds	—	—	$94K	1.9%
Loans with repayment terms of 1 to 15 years with interest rates * NOTES RECEIVABLE FROM PARTICIPANTS ranging from 5.25% to 10.50% -	Bonds / Notes	—	—	$90K	1.8%
Pioneer Bond Y Mutual fund	Other securities	—	—	$89K	1.8%
American Funds 2040 Trgt Date Retire R5E Mutual fund	Mutual Funds	—	—	$83K	1.6%
American Funds 2065 Target Date Fund R5E Mutual fund	Mutual Funds	—	—	$76K	1.5%
Vanguard Mid Cap Index Fund - Admiral Mutual fund	Common Collective Trusts	—	—	$70K	1.4%
MFS Growth Allocation R4 Mutual fund	Mutual Funds	—	—	$67K	1.3%
American Funds 2025 Trgt Date Retire R5E Mutual fund	Mutual Funds	—	—	$65K	1.3%
American Century Mid Cap Value R6 Mutual fund	Other securities	—	—	$64K	1.3%
American Funds 2055 Trgt Date Retire R5E Mutual fund	Mutual Funds	—	—	$57K	1.1%
American Funds 2045 Trgt Date Retire R5E Mutual fund	Mutual Funds	—	—	$51K	1.0%
DFA Inflation Protected Securities I Mutual fund	Mutual Funds	—	—	$43K	0.8%
S Blackrock High Yield Bond Instl Mutual fund	Mutual Funds	—	—	$34K	0.7%
Brandywine GLOBAL - Global Opps Bond I Mutual fund	Other securities	—	—	$31K	0.6%
MFS International Intrinsic Value R4 Mutual fund	Mutual Funds	—	—	$29K	0.6%
American Funds New World R6 Mutual fund	Mutual Funds	—	—	$28K	0.6%
American Funds 2035 Trgt Date Retire R5E Mutual fund	Mutual Funds	—	—	$26K	0.5%
American Funds 2020 Trgt Date Retire R5E Mutual fund	Mutual Funds	—	—	$22K	0.4%
PIMCO Commodity Real Return Strat Instl Mutual fund	Mutual Funds	—	—	$21K	0.4%
Janus Henderson Triton I Mutual fund	Mutual Funds	—	—	$20K	0.4%
Cohen & Steers Real Estate Securities A Mutual fund	Other securities	—	—	$17K	0.3%
JPMorgan Government Bond I Mutual fund	U.S. Treasuries	—	—	$9K	0.2%
Allspring Special Small Cap Value R6 Mutual fund	Other securities	—	—	$7K	0.1%
Vanguard FTSE ALL-WLD EX-US SMCP IDX ADM Mutual fund	Common Collective Trusts	—	—	$7K	0.1%