Back to filter
Original filing (PDF)20250929180956NAL0005174707001
WRENCH, INC.
Form 5500
FILING_RECEIVED
WRENCH, INC. 401(K) PLAN
401(k) retirement plan
Active participants
68
Accounts w/ balance
76
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
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
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WRENCH, INC..
Plan sponsor
Name
WRENCH, INC.
EIN
81-0926250
Address
701 5TH AVE · SUITE 7250 · SEATTLE, WA · 98104
Phone
(616) 889-8199
Industry
Other Services (ex. Public Admin)see 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
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Investments
27 direct securities· $2.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2025 INV Mutual Funds | — | — | — | $429K | 15.9% | |
| FID FDM IDX 2045 INV Mutual Funds | — | — | — | $279K | 10.4% | |
| FID FDM IDX 2035 INV Mutual Funds | — | — | — | $272K | 10.1% | |
| FID FDM IDX 2055 INV Mutual Funds | — | — | — | $261K | 9.7% | |
| FID FDM IDX 2050 INV Mutual Funds | — | — | — | $249K | 9.2% | |
| FID 500 INDEX Mutual Funds | — | — | — | $178K | 6.6% | |
| FID FDM IDX 2060 INV Mutual Funds | — | — | — | $173K | 6.4% | |
| FID FDM IDX 2030 INV Mutual Funds | — | — | — | $139K | 5.2% | |
| FID BLUE CHIP GR Mutual Funds | — | — | — | $134K | 5.0% | |
| FID FDM IDX 2040 INV Mutual Funds | — | — | — | $88K | 3.3% | |
| Participant loans Rates from 4.25% to 9.5% - 0 - | — | — | — | $76K | 2.8% | |
| C&S REALTY SHARES Z Mutual Funds ** 404 MFS MID CAP VALUE Mutual Funds | — | — | — | $45K | 1.7% | |
| FID GLB EX US IDX Mutual Funds | — | — | — | $44K | 1.6% | |
| FID MID CAP IDX Mutual Funds | — | — | — | $41K | 1.5% | |
| TRP DIV GROWTH I Mutual Funds | — | — | — | $37K | 1.4% | |
| MFS MID CAP GRTH Mutual Funds | — | — | — | $33K | 1.2% | |
| FID FDM IDX 2065 INV Mutual Funds | — | — | — | $31K | 1.2% | |
| FID TOTAL BOND Mutual Funds | — | — | — | $29K | 1.1% | |
| JPM GOVT BOND Mutual Funds | — | — | — | $25K | 0.9% | |
| AM CENT SMCAP VAL Mutual Funds | — | — | — | $25K | 0.9% | |
| FID SM CAP IDX Mutual Funds | — | — | — | $22K | 0.8% | |
| FID INTL CAP APPR Mutual Funds | — | — | — | $17K | 0.6% | |
| FID US BOND IDX Mutual Funds | — | — | — | $17K | 0.6% | |
| FID GOVT MMKT Interest-bearing Cash | — | — | — | $16K | 0.6% | |
| FID EMERGING MKTS Mutual Funds | — | — | — | $12K | 0.5% | |
| FID INFL PR BD IDX Mutual Funds | — | — | — | $10K | 0.4% | |
| AF AMER MUTUAL Funds | — | — | — | $9K | 0.4% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Other Services (ex. Public Admin) plans
PONY EXPRESS CHEVROLET, INC.
PONY EXPRESS CHEVROLET 401(K) PLAN
$2.7M · 20 participants
WESTERN STATES CONVERTERS & TRANSMISSIONS, I
WESTERN STATES CONVERTERS & TRANSMISSIONS 401(K) PLAN
$2.7M · 19 participants
PRENLYN ENTERPRISES INC
PRENLYN ENTERPRISES INC 401(K) PLAN
$2.7M · 95 participants
ANAHEIM HILLS AUTO BODY
ANAHEIM HILLS AUTO BODY 401(K) PLAN
$2.7M · 26 participants
STC STAR, INC.
STC STAR, INC. 401(K) PROFIT SHARING PLAN
$2.7M · 91 participants
FIELDER ELECTRIC MOTOR REPAIR, INC.
FIELDER ELECTRIC MOTOR REPAIR, INC. PENSION PLAN
$2.7M
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
AMAZON.COM SERVICES, LLC
AMAZON 401(K) PLAN
$34.6B · 1,207,759 participants