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Original filing (PDF)20250929051238NAL0004877123001
WISEDA CORPORATION
Form 5500
FILING_RECEIVED
WISEDA CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
261
Accounts w/ balance
222
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 65 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WISEDA CORPORATION.
Plan sponsor
Name
WISEDA CORPORATION
EIN
75-1530126
Address
6300 RIDGLEA PL STE 1208 · FORT WORTH, TX · 76116
Phone
(817) 570-6505
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
2025-09-29
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $32K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT, INC. | 02-0580939 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
Investments
32 direct securities · 1 pooled fund· $7.4M(96% 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.
Registered Investment Companies
$6.7M
32 holdings
Common Collective Trust
$709K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 16.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $939K | 12.1% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $878K | 11.3% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $808K | 10.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $709K | 9.1% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $626K | 8.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $540K | 7.0% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $349K | 4.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $228K | 2.9% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $191K | 2.5% | |
| VICTORY SYCAMORE EST VALYE Y | Registered Investment Companies | — | — | $188K | 2.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $133K | 1.7% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $98K | 1.3% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $70K | 0.9% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $67K | 0.9% | |
| FID ADV GRWTH OPPS - Z | Registered Investment Companies | — | — | $62K | 0.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $53K | 0.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $48K | 0.6% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $45K | 0.6% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $32K | 0.4% | |
| FID ADVISOR VALUE Z | Registered Investment Companies | — | — | $30K | 0.4% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $27K | 0.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $23K | 0.3% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $14K | 0.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $10K | 0.1% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $8K | 0.1% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| BNYM SM MD CP GR Y 21 REGISTERED INVESTMENT COMPANY JH INVESTMENT GRADE BOND R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $5K | <0.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $4K | <0.1% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $3K | <0.1% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $3K | <0.1% |
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