Back to filter
Original filing (PDF)20250908170611NAL0012443795001
WELSCO, INC.
Form 5500
FILING_RECEIVED
WELSCO, INC. 401(K) PLAN
401(k) retirement plan
Active participants
105
Accounts w/ balance
120
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (34 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELSCO, INC..
Plan sponsor
Name
WELSCO, INC.
EIN
71-0331550
Address
9006 CRYSTAL HILL ROAD · NORTH LITTLE ROCK, AR · 72113
Phone
(501) 771-1204
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RASCO WINTER THOMAS GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT LLC | — | LITTLE ROCK, AR | INVESTMENT ADVISOR | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $4K | — |
Investments
25 direct securities· $9.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| IShares MSCI EAFE International Index K Mutual fund N/A | — | — | — | $2.2M | 22.0% | |
| Empower Life & Annuity Insurance Co Key Guaranteed Portfolio Fund Group Annuity Contract N/A | — | — | — | $1.1M | 11.4% | |
| Vanguard Small Cap Index Admiral Mutual fund N/A | — | — | — | $1.1M | 10.9% | |
| Vanguard Value Index Admiral Mutual fund N/A | — | — | — | $790K | 8.0% | |
| TIAA-CREF Lifecycle Index 2025 Inst Mutual fund N/A | — | — | — | $739K | 7.5% | |
| Vanguard Growth Index Admiral Mutual fund N/A | — | — | — | $628K | 6.4% | |
| Vanguard LifeStrategy Moderate Growth Mutual fund N/A | — | — | — | $553K | 5.6% | |
| Party Maturity Value Cost Value Fidelity 500 Index Mutual fund N/A | — | — | — | $465K | 4.7% | |
| TIAA-CREF Lifecycle Index 2035 Inst Mutual fund N/A | — | — | — | $391K | 4.0% | |
| Vanguard Mid Cap Index Fund Admiral Mutual fund N/A | — | — | — | $321K | 3.3% | |
| Vanguard LifeStrategy Growth Fund Inv Mutual fund N/A | — | — | — | $293K | 3.0% | |
| TIAA-CREF Lifecycle Index 2050 Inst Mutual fund N/A | — | — | — | $184K | 1.9% | |
| TIAA-CREF Lifecycle Index 2045 Inst Mutual fund N/A | — | — | — | $180K | 1.8% | |
| TIAA-CREF Lifecycle Index 2055 Inst Mutual fund N/A | — | — | — | $162K | 1.6% | |
| TIAA-CREF Lifecycle Index 2040 Inst Mutual fund N/A | — | — | — | $139K | 1.4% | |
| Vanguard Interm-Term Bond Index Admiral Mutual fund N/A | — | — | — | $124K | 1.3% | |
| TIAA-CREF Lifecycle Index 2030 Inst Mutual fund N/A | — | — | — | $114K | 1.2% | |
| TIAA-CREF Lifecycle Index 2015 Inst Mutual fund N/A | — | — | — | $69K | 0.7% | |
| Vanguard Mid Cap Value Index Admiral Mutual fund N/A | — | — | — | $59K | 0.6% | |
| Vanguard LifeStrategy Income Inv Mutual fund N/A | — | — | — | $54K | 0.5% | |
| Vanguard Mid Cap Growth Index Admiral Mutual fund N/A | — | — | — | $31K | 0.3% | |
| TIAA-CREF Lifecycle Index 2060 Inst Mutual fund N/A | — | — | — | $25K | 0.3% | |
| Vanguard Small Cap Value Index Admiral Mutual fund N/A | — | — | — | $24K | 0.2% | |
| Fidelity Inflation Protected Bond Index Mutual fund N/A | — | — | — | $14K | 0.1% | |
| Vanguard Small Cap Growth Index Admiral Mutual fund N/A | — | — | — | $3K | <0.1% |
Related plans
Other plans using STEPHENS GROUP ASSET MANAGEMENT LLC
HUGG & HALL EQUIPMENT CO.
HUGG & HALL EQUIPMENT 401(K) PROFIT SHARING PLAN
$45.6M · 790 participants
HFA-AE LTD.
HFA ENTERPRISES, LTD. 401(K) PLAN
$30.1M · 400 participants
STERILE COMPOUNDING OF AMERICA
SCA PHARMACEUTICALS 401(K) PLAN
$17.0M · 479 participants
SPITZER INDUSTRIES, INC.
SPITZER INDUSTRIES, INC. EE'S SAVINGS & PROFIT SHARING PLAN
$16.3M · 553 participants
SANDERS SUPPLY, INC.
SANDERS SUPPLY, INC. 401(K) PLAN
$11.3M · 156 participants
DENTAL DEPOT DSO, LLC
DENTAL DEPOT 401(K) PLAN
$10.6M · 821 participants
Similar-size Wholesale Trade plans
PROGRESSIVE HYDRAULICS INC
PROGRESSIVE HYDRAULICS INC 401K AND PROFIT SHARING TRUST
$9.8M · 34 participants
J.S. FLEMING ASSOCIATES, INC.
J.S. FLEMING ASSOCIATES, INC. 401(K) PLAN
$9.8M · 22 participants
POWDER-SOLUTIONS MANAGEMENT, INC
POWDER-SOLUTIONS MANAGEMENT, INC 401K PROFIT SHARING PLAN & TRUST
$9.9M · 68 participants
AIMCO
AIMCO RETIREMENT PLAN
$9.9M · 57 participants
SINGULUS TECHNOLOGIES INC.
SINGULUS TECHNOLOGIES, INC. 401(K) AND PROFIT SHARING PLAN
$9.8M · 6 participants
QUALITY HYDRAULICS & PNEUMATICS, INC.
QUALITY HYDRAULICS & PNEUMATICS, INC. 401(K) SAVINGS PLAN
$9.9M · 21 participants
Large plans in Arkansas
WALMART INC.
WALMART 401(K) PLAN
$50.8B · 1,670,732 participants
TYSON FOODS, INC.
TYSON FOODS, INC. RETIREMENT SAVINGS PLAN
$3.7B · 118,435 participants
DILLARD'S, INC.
DILLARD'S, INC. INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN
$3.0B · 26,070 participants
J.B. HUNT TRANSPORT SERVICES, INC.
J.B. HUNT TRANSPORT SERVICES, INC. EMPLOYEE RETIREMENT PLAN
$1.4B · 34,171 participants
WINDSTREAM SERVICES LLC
WINDSTREAM 401(K) PLAN
$1.3B · 8,623 participants
BAPTIST HEALTH
BAPTIST HEALTH RETIREMENT SAVINGS PLAN MASTER TRUST
$972.6M