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Original filing (PDF)20260130100722NAL0007150048001
WITRON INTEGRATED LOGISTICS, INC.
Form 5500
FILING_RECEIVED
WITRON INTEGRATED LOGISTICS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.5 mo
Active participants
1,070
Accounts w/ balance
547
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.2M
How this plan invests
This plan
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
90
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
80
Knocking points off
- Filed 2.5 months past the 10.5-month grace window.
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WITRON INTEGRATED LOGISTICS, INC..
Plan sponsor
Name
WITRON INTEGRATED LOGISTICS, INC.
EIN
77-0393714
Address
3721 VENTURA DRIVE · ARLINGTON HEIGHTS, IL · 60004
Phone
(847) 385-6000
Industry
Professional & Technical Servicessee 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
2026-01-30
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ROEDL LANGFORD DE KOCK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $65K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $34K | — |
Investments
39 direct securities· $25.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Instl Prem Mutual Fund | — | — | — | $2.5M | 10.5% | |
| Fidelity Freedom Index 2060 Instl Prem Mutual Fund | — | — | — | $2.2M | 8.9% | |
| Vanguard Large Cap Index Adm Mutual Fund | — | — | — | $1.7M | 7.0% | |
| Fidelity Freedom Index 2050 Instl Prem Mutual Fund | — | — | — | $1.7M | 6.9% | |
| AB Large Cap Growth I Mutual Fund | — | — | — | $1.6M | 6.7% | |
| Fidelity Freedom Index 2040 Instl Prem Mutual Fund | — | — | — | $1.4M | 5.8% | |
| Janus Henderson Global Tech and Innovt N Mutual Fund | — | — | — | $1.3M | 5.5% | |
| Fidelity Freedom Index 2045 Instl Prem Mutual Fund | — | — | — | $1.2M | 4.9% | |
| Fidelity Puritan Mutual Fund | — | — | — | $1.1M | 4.5% | |
| Fidelity Freedom Index 2025 Instl Prem Mutual Fund | — | — | — | $984K | 4.1% | |
| Fidelity Freedom Index 2055 Instl Prem Mutual Fund | — | — | — | $881K | 3.6% | |
| American Funds New Mutual Fund | — | — | — | $849K | 3.5% | |
| with maturity dates from 2025 - 2029 | — | — | — | $773K | 3.2% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $764K | 3.2% | |
| Parnassus Core Equity Investor Mutual Fund | — | — | — | $752K | 3.1% | |
| Carillon Eagle Mid Cap Growth I Mutual Fund | — | — | — | $693K | 2.9% | |
| JPMorgan Eq Inc R6 | — | — | — | $522K | 2.2% | |
| JP Morgan Equity Income R6 Mutual Fund | — | — | — | $522K | 2.2% | |
| American Century American Century Sho Dur St Inc R6 | — | — | — | $513K | 2.1% | |
| Fidelity Freedom Index 2065 Instl Prem Mutual Fund | — | — | — | $496K | 2.1% | |
| ClearBridge Small Cap Growth I Mutual Fund | — | — | — | $411K | 1.7% | |
| Dodge & Cox Global Bond Mutual Fund | — | — | — | $377K | 1.6% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $350K | 1.4% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $348K | 1.4% | |
| ClearBridge International Growth I Mutual Fund | — | — | — | $322K | 1.3% | |
| Legg Mason/Western Asset ClearBridge Intl Gr I | — | — | — | $322K | 1.3% | |
| T. Rowe Price Health Sciences Mutual Fund | — | — | — | $216K | 0.9% | |
| Baird Core Plus Bond Inv Mutual Fund | — | — | — | $212K | 0.9% | |
| Fidelity Freedom Index 2035 Instl Prem Mutual Fund | — | — | — | $151K | 0.6% | |
| American Century Small Cap Value R6 Mutual Fund | — | — | — | $140K | 0.6% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $133K | 0.6% | |
| Cohen & Steers Real Estate Securitites I Mutual Fund | — | — | — | $122K | 0.5% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $81K | 0.3% | |
| Janus Henderson Global Equity Income I Mutual Fund | — | — | — | $50K | 0.2% | |
| Principal MidCap Value I R6 Mutual Fund | — | — | — | $42K | 0.2% | |
| Invesco Developing Markets R6 Mutual Fund | — | — | — | $28K | 0.1% | |
| Fidelity Freedom Index Inc Instl Prem Mutual Fund | — | — | — | $17K | <0.1% | |
| Fidelity Freedom Index 2020 Instl Prem Mutual Fund | — | — | — | $11K | <0.1% | |
| Fidelity Freedom Index 2010 Instl Prem Mutual Fund | — | — | — | $4K | <0.1% |
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