Original filing (PDF)20231120132415NAL0001017569001

WEM AUTOMATION LLC

Name: WEM AUTOMATION LLC — WEM AUTOMATION LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: WEM AUTOMATION LLC

Form 5500-SF

FILING_RECEIVED

WEM AUTOMATION LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEM AUTOMATION LLC.

Plan sponsor

Name

WEM AUTOMATION LLC

EIN

80-0852907

Address

2501 S. MOORLAND ROAD · NEW BERLIN, WI · 53151

Phone

(262) 782-2340

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-09-30

Filed

2023-11-20

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

XILINX, INC.

XILINX 401(K) PLAN

ULTRALEAP INC.

ULTRALEAP 401(K) PLAN

SENTRY ELECTRIC, LLC

SENTRY ELECTRIC, LLC DEFINED BENEFIT PENSION PLAN

INTERSTATE BATTERY SYSTEMS OF SARASOTA

INTERSTATE BATTERIES OF SARASOTA 401(K) PROFIT SHARING PLAN

SIGNAL & POWER DELIVERY SYSTEMS, INC

SIGNAL & POWER DELIVERY SYSTEM, INC PENSION PLAN