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Original filing (PDF)20250822122626NAL0002547603001
WYO-BEN, INC.
Form 5500
FILING_RECEIVED
WYO-BEN, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
283
Accounts w/ balance
314
Plan assets (EOY)
$27.6M
Net assets (EOY)
$27.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WYO-BEN, INC..
Plan sponsor
Name
WYO-BEN, INC.
EIN
81-0291876
Address
PO BOX 80687 · BILLINGS, MT · 59108
Phone
(406) 652-6351
Industry
Manufacturingsee 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
2025-08-22
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
EIDE BAILLY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST INTERSTATE BANK OF COMMERCE | 81-6023169 | — | ADVISOR | $41K | — |
Investments
26 direct securities · 1 pooled fund· $27.6M(100% 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.
Uncategorized
$26.7M
26 holdings
Common Collective Trust
$839K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPM Large Cap Growth R6 Mutual Fund N/A | — | — | — | $3.1M | 11.3% | |
| AF Target Date 2030 R6 Mutual Fund N/A | — | — | — | $2.9M | 10.6% | |
| Fidelity 500 Index Mutual Fund N/A | — | — | — | $2.7M | 9.8% | |
| AF Target Date 2040 R6 Mutual Fund N/A | — | — | — | $2.5M | 8.9% | |
| AF Target Date 2045 R6 Mutual Fund N/A | — | — | — | $2.4M | 8.8% | |
| AF Target Date 2050 R6 Mutual Fund N/A | — | — | — | $1.9M | 7.0% | |
| AF Target Date 2035 R6 Mutual Fund N/A | — | — | — | $1.8M | 6.6% | |
| AF Target Date 2020 R6 Mutual Fund N/A | — | — | — | $1.7M | 6.2% | |
| FA Technology Z Mutual Fund N/A | — | — | — | $1.6M | 5.9% | |
| AF Target Date 2025 R6 Mutual Fund N/A | — | — | — | $1.5M | 5.3% | |
| AF Target Date 2055 R6 Mutual Fund N/A | — | — | — | $1.0M | 3.8% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $839K | 3.0% | |
| AF EuroPacific Growth R6 Mutual Fund N/A | — | — | — | $696K | 2.5% | |
| Fidelity Midcap Index Mutual Fund N/A | — | — | — | $646K | 2.3% | |
| Notes receivable from Participants Maturing 2025-2030 at interest rates of 4.25% - 10.50% - | — | — | — | $518K | 1.9% | |
| AF Target Date 2060 R6 Mutual Fund N/A | — | — | — | $414K | 1.5% | |
| JPM Equity Income R6 Mutual Fund N/A | — | — | — | $390K | 1.4% | |
| Dodge & Cox Income X Mutual Fund N/A | — | — | — | $272K | 1.0% | |
| AF Target Date 2065 R6 Mutual Fund N/A | — | — | — | $178K | 0.6% | |
| Fidelity Smallcap Index Mutual Fund N/A | — | — | — | $104K | 0.4% | |
| Fidelity Govt MMKT Money Market Mutual Fund N/A | — | — | — | $95K | 0.3% | |
| AF New World R6 Mutual Fund N/A | — | — | — | $77K | 0.3% | |
| AF Target Date 2010 R6 Mutual Fund N/A | — | — | — | $64K | 0.2% | |
| FED High Yield Bond R6 Mutual Fund N/A | — | — | — | $39K | 0.1% | |
| BLKRK HLTH SCI OPP K Mutual Fund N/A | — | — | — | $23K | <0.1% | |
| AF Target Date 2015 R6 Mutual Fund N/A | — | — | — | $10K | <0.1% | |
| Fidelity International Index Mutual Fund N/A | — | — | — | $2K | <0.1% |
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