Back to filter
Original filing (PDF)20250609131843NAL0012324307001
WEISINGER INCORPORATED
Form 5500
FILING_RECEIVED
WEISINGER INCORPORATED 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
171
Accounts w/ balance
148
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEISINGER INCORPORATED.
Plan sponsor
Name
WEISINGER INCORPORATED
EIN
74-1873938
Address
P O BOX 909 · WILLIS, TX · 77378
Phone
(936) 756-7721
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2024-12-31
Filed
2025-06-09
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)
Audit & trust (Schedule H)
Auditor
MELTON & MELTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH | — | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ALLOCATION COMPANY, INC. | 76-0354750 | — | TPA | $0 | — |
Investments
31 direct securities· $8.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target 2045 Fund | — | — | — | $1.2M | 13.3% | |
| American Funds Target 2030 Fund | — | — | — | $1.1M | 12.8% | |
| John Hancock Life Insurance Company (U.S.A.) Stable Value Guaranteed Income Fund | — | — | — | $1.1M | 11.9% | |
| American Funds Target 2025 Fund | — | — | — | $1.0M | 11.3% | |
| American Funds Target 2040 Fund | — | — | — | $976K | 11.0% | |
| American Funds Target 2055 Fund | — | — | — | $964K | 10.9% | |
| American Funds Target 2035 Fund | — | — | — | $501K | 5.6% | |
| American Funds Target 2010 Fund | — | — | — | $361K | 4.1% | |
| JPMorgan Large Growth Fund | — | — | — | $224K | 2.5% | |
| American Funds Target 2050 Fund | — | — | — | $177K | 2.0% | |
| JPMorgan US Value Fund | — | — | — | $165K | 1.9% | |
| BlackRock Inflation Protected Bond Fund ** 196 Fidelity 500 Index Fund | — | — | — | $164K | 1.9% | |
| JPMorgan Mid Cap Growth Fund | — | — | — | $160K | 1.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $137K | 1.5% | |
| MFS Mid Cap Value Fund | — | — | — | $124K | 1.4% | |
| American Funds Target 2060 Fund | — | — | — | $109K | 1.2% | |
| American Funds New Perspective Fund | — | — | — | $76K | 0.9% | |
| American Century Small Cap Growth Fund | — | — | — | $63K | 0.7% | |
| American Funds Balanced Fund | — | — | — | $52K | 0.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $43K | 0.5% | |
| PIMCO Income Fund Institutional Class | — | — | — | $39K | 0.4% | |
| American Funds The Bond Fund of America | — | — | — | $36K | 0.4% | |
| Fidelity International Index Fund | — | — | — | $30K | 0.3% | |
| Allspring Special Small Cap Value Fund | — | — | — | $26K | 0.3% | |
| American Funds Target 2065 Fund | — | — | — | $24K | 0.3% | |
| American Funds Capital World Bond Fund | — | — | — | $15K | 0.2% | |
| MFS International Growth Fund | — | — | — | $12K | 0.1% | |
| American Funds Target 2020 Fund | — | — | — | $8K | <0.1% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $4K | <0.1% | |
| JPMorgan Core Plus Bond Fund | — | — | — | $2K | <0.1% | |
| American Funds High Income Trust Fund | — | — | — | $2K | <0.1% |