Original filing (PDF)20250821173814NAL0002188755001

WICKS ROOFING, INC.

Name: WICKS ROOFING, INC. — WICKS FIDELITY PLAN, Form 5500 (2024)
Creator: WICKS ROOFING, INC.

Form 5500

FILING_RECEIVED

WICKS FIDELITY PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

104

Accounts w/ balance

105

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

7 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WICKS ROOFING, INC..

Plan sponsor

Name

WICKS ROOFING, INC.

EIN

77-0418522

Address

2170 HUTTON ROAD · BUILDING A · NIPOMO, CA · 93444

Phone

(805) 592-2820

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-21

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

7 pooled funds· $373K

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.

Investment	Type	Current value	% of plan
BR EQUITY INDEX R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001	Common Collective Trust	$235K	63.1%
CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515	Common Collective Trust	$45K	12.0%
PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426	Common Collective Trust	$39K	10.6%
BLKRK R2000 IDX 6 GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004	Common Collective Trust	$18K	4.8%
BR MID CAP EQ IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003	Common Collective Trust	$16K	4.4%
BR EAFE EQUITY IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007	Common Collective Trust	$11K	3.0%
GG FKLN DYNATECH R1 GREAT GRAY TRUST COMPANY · EIN 38-4116866 / PN 529	Common Collective Trust	$8K	2.0%