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Original filing (PDF)20251015094755NAL0005706048001
WHC, LLC
Form 5500
FILING_RECEIVED
WHC EMPLOYEES' 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
853
Accounts w/ balance
161
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
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 (directional)
95
/ 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
65
Knocking points off
- Only 19% 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 WHC, LLC.
Plan sponsor
Name
WHC, LLC
EIN
72-0495581
Address
300 INDUSTRIAL TRACE · BROUSSARD, LA · 70518
Phone
(337) 837-8765
Industry
Constructionsee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DARNALL,SIKES, & FREDERICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
Investments
26 direct securities · 1 pooled fund· $13.6M(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.
Uncategorized
$13.4M
26 holdings
Common Collective Trust
$115K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments | — | — | — | $1.7M | 12.9% | |
| Fidelity Investments | — | — | — | $1.4M | 10.6% | |
| Fidelity Investments | — | — | — | $1.4M | 10.6% | |
| JP Morgan | — | — | — | $1.3M | 9.6% | |
| Fidelity Investments | — | — | — | $933K | 6.9% | |
| Fidelity Investments | — | — | — | $909K | 6.8% | |
| Fidelity Investments | — | — | — | $869K | 6.5% | |
| Fidelity Investments | — | — | — | $692K | 5.1% | |
| Fidelity Investments | — | — | — | $580K | 4.3% | |
| JP Morgan | — | — | — | $480K | 3.6% | |
| Fidelity Investments | — | — | — | $444K | 3.3% | |
| MFS | — | — | — | $418K | 3.1% | |
| Fidelity Investments | — | — | — | $369K | 2.7% | |
| Western Asset | — | — | — | $329K | 2.4% | |
| Fidelity Investments | — | — | — | $222K | 1.7% | |
| Neuberger Berman | — | — | — | $216K | 1.6% | |
| Participant Loans | — | — | $0 | $199K | 1.5% | |
| PUTMAN | — | — | — | $183K | 1.4% | |
| Fidelity Investments | — | — | — | $173K | 1.3% | |
| Fidelity Investments | — | — | — | $159K | 1.2% | |
| Goldman Sachs | — | — | — | $137K | 1.0% | |
| Fidelity Investments | — | — | — | $115K | 0.9% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $115K | 0.9% | |
| PIMCO | — | — | — | $91K | 0.7% | |
| Fidelity Investments | — | — | — | $56K | 0.4% | |
| Fidelity Investments | — | — | — | $7K | <0.1% | |
| Fidelity Investments | — | — | — | $4K | <0.1% |
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