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Original filing (PDF)20250520151255NAL0002136608001
WILSON FIRE EQUIPMENT AND SERVICE COMPANY, INC.
Form 5500
FILING_RECEIVED
WILSON FIRE EQUIPMENT & SERVICE CO., INC. 401(K) EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
133
Accounts w/ balance
149
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
1 pooled trust
Schedule D
23 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Party in Borrower, Lessor or Description of (d) Current Interest Similar Party Investment Cost Value * Talcott Resolution Life Insurance Company Fixed account" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILSON FIRE EQUIPMENT AND SERVICE COMPANY, INC..
Plan sponsor
Name
WILSON FIRE EQUIPMENT AND SERVICE COMPANY, INC.
EIN
74-1586815
Address
7303 EMPIRE CENTRAL DRIVE · HOUSTON, TX · 77040
Phone
(713) 896-4747
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
2025-05-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | CONTRACT ADMIN | $4K | — |
Investments
23 direct securities · 1 pooled fund· $16.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$9.4M
23 holdings
Pooled Separate Account
$6.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $6.7M | 70.9% | |
| Party in Borrower, Lessor or Description of (d) Current Interest Similar Party Investment Cost Value * Talcott Resolution Life Insurance Company Fixed account | — | — | — | $2.5M | 26.4% | |
| Macquarie Large Cap Growth R6 Pooled separate account | — | — | — | $1.1M | 11.7% | |
| JPMorgan US Equity R6 Pooled separate account | — | — | — | $727K | 7.7% | |
| Indexselect Moderate 2045 Fund Pooled separate account | — | — | — | $625K | 6.6% | |
| Indexselect Moderate 2035 Fund Pooled separate account | — | — | — | $522K | 5.5% | |
| Franklin Mutual Global Discovery Pooled separate account | — | — | — | $498K | 5.3% | |
| Indexselect Moderate 2055 Fund Pooled separate account | — | — | — | $489K | 5.2% | |
| MFS Total Return R6 Pooled separate account | — | — | — | $468K | 5.0% | |
| American Funds Fundamental Investor R6 Pooled separate account | — | — | — | $416K | 4.4% | |
| Goldman Sachs SM/Mid Cap GR R6 Pooled separate account | — | — | — | $393K | 4.2% | |
| Ishares S&P 500 Index K Pooled separate account | — | — | — | $343K | 3.6% | |
| 5.25% to 10.50% | — | — | — | $256K | 2.7% | |
| Virtrus Ceredex Midcap Val Eq R6 Pooled separate account | — | — | — | $232K | 2.5% | |
| American Funds Europacific Growth R6 Pooled separate account | — | — | — | $224K | 2.4% | |
| Eaton Vance Income Fund of Boston R6 Pooled separate account | — | — | — | $183K | 1.9% | |
| PIMCO Real Return Instl Pooled separate account | — | — | — | $156K | 1.7% | |
| PIMCO Total Return Instl Pooled separate account | — | — | — | $104K | 1.1% | |
| American Funds Capital Income Builder R6 Pooled separate account | — | — | — | $76K | 0.8% | |
| Franklin Core Plus Bond R6 Pooled separate account | — | — | — | $55K | 0.6% | |
| Indexselect Moderate Retire Fund Pooled separate account | — | — | — | $34K | 0.4% | |
| American Funds American Balanced R6 Pooled separate account | — | — | — | $10K | 0.1% | |
| Invesco Real Estate R6 Pooled separate account | — | — | — | $8K | <0.1% | |
| Hartford Balanced Income R6 Pooled separate account | — | — | — | $2K | <0.1% |