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Original filing (PDF)20251015112359NAL0004400929001
WISENBAKER BUILDER SERVICES, INC. 4
Form 5500
FILING_RECEIVED
WISENBAKER BUILDER SERVICES, INC.
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,061
Accounts w/ balance
1,066
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
3 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WISENBAKER BUILDER SERVICES, INC. 4.
Plan sponsor
Name
WISENBAKER BUILDER SERVICES, INC. 4
EIN
74-1761404
Address
1703 WESTFIELD LOOP ROAD · HOUSTON, TX · 77073
Phone
(281) 220-3965
Industry
Wholesale Tradesee 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
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)
Audit & trust (Schedule H)
Auditor
DESROCHES PARTNERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $52 | — |
Investments
23 direct securities · 3 pooled funds· $17.8M(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
$17.4M
23 holdings
Common Collective Trust
$357K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Tgt Rmt Inc Inv Fund | — | — | — | $2.7M | 13.6% | |
| Vanguard Group Vanguard Tgt Rmt 2030 Inv Fund | — | — | — | $2.1M | 11.0% | |
| Vanguard Group Vanguard Tgt Rmt 2050 Inv Fund | — | — | — | $1.7M | 8.5% | |
| Vanguard Group Vanguard Tgt Rmt 2055 Inv Fund | — | — | — | $1.7M | 8.5% | |
| Vanguard Group Vanguard Tgt Rmt 2045 Inv Fund | — | — | — | $1.6M | 8.0% | |
| Vanguard Group Vanguard Tgt Rmt 2040 Inv Fund | — | — | — | $1.5M | 7.6% | |
| Vanguard Group Vanguard Tgt Rmt 2035 Inv Fund | — | — | — | $1.4M | 7.1% | |
| Vanguard Group Vanguard Tgt Rmt 2025 Inv Fund | — | — | — | $1.3M | 6.9% | |
| Vanguard Group Vanguard Tgt Rmt 2060 Inv Fund | — | — | — | $1.3M | 6.8% | |
| Party in Borrower, Lessor, or Rate of Interest, Collateral Current Interest Similar Party Par or Maturity Value * Participant Loans Interest Rate: 4.25% to 9.50% | — | — | — | $626K | 3.2% | |
| Vanguard Group Vanguard Tgt Rmt 2020 Inv Fund | — | — | — | $618K | 3.2% | |
| Vanguard Group Vanguard Tgt Rmt 2065 Inv Fund | — | — | — | $373K | 1.9% | |
| LARGE CAP GROWTH FUND III - FEE CLA WILMINGTON TRUST FUNDS · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $241K | 1.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $212K | 1.1% | |
| PUTNAM STABLE VALUE FUND 25 CIT PUTNAM FUNDS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $110K | 0.6% | |
| American Funds American Funds High-Income Trust R6 | — | — | — | $106K | 0.5% | |
| BlackRock Total Return Fund | — | — | — | $84K | 0.4% | |
| Vanguard Group Vanguard Tgt Rmt 2070 Inv Fund | — | — | — | $53K | 0.3% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $51K | 0.3% | |
| Fidelity Investments Fidelity Total Int Index Fund | — | — | — | $35K | 0.2% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $18K | <0.1% | |
| MFS Investment Management MFS Intl Diversification Fund | — | — | — | $7K | <0.1% | |
| LARGE CAP VALUE FUND - FEE CLASS R1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $5K | <0.1% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $3K | <0.1% | |
| Voya Insitutional Voya Gov Money Market Fund A | — | — | — | $1K | <0.1% | |
| Fidelity Investments Fidelity Inflation Protected Bond Index Fund | — | — | — | $1K | <0.1% |
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