Back to filter
Original filing (PDF)20250917122218NAL0000470673001
WESTERN TRAILER CO.
Form 5500
FILING_RECEIVED
WESTERN TRAILER CO. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
34% in single holdingNo recordkeeper disclosed
Active participants
294
Accounts w/ balance
444
Plan assets (EOY)
$26.9M
Net assets (EOY)
$26.9M
How this plan invests
This plan
24 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
83
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "FlexPATH Index Moderate Retirement R1" is 34% of plan.
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERN TRAILER CO..
Plan sponsor
Name
WESTERN TRAILER CO.
EIN
82-0347136
Address
P.O. BOX 5598 · BOISE, ID · 83705
Phone
(208) 344-2539
Industry
Manufacturingsee 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
2025-09-17
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)
Auditor
LEAVITT, CHRISTENSEN & CO, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | NONE | $44K | — |
| ARBOR POINT ADVISORS LLC | 45-1050183 | — | NONE | $36K | — |
| ECHELON GROUP, INC. | 82-0492018 | — | NONE | $13K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $9K | — |
Investments
13 direct securities · 24 pooled funds· $26.7M(99% 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.
Common Collective Trust
$23.4M
24 holdings
Uncategorized
$3.3M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH INDEX+ MODERATE RTMT R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $9.0M | 33.3% | |
| FLEXPATH INDEX+ MODERATE 2035 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $6.9M | 25.6% | |
| FLEXPATH INDEX+ MODERATE 2045 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $4.3M | 15.9% | |
| FLEXPATH INDEX+ MODERATE 2055 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $1.6M | 5.8% | |
| Participant Loans Receivable | — | — | — | $774K | 2.9% | |
| JP Morgan U.S. Equity Class A | — | — | — | $756K | 2.8% | |
| Gabelli Small Cap Growth | — | — | — | $430K | 1.6% | |
| American Funds New Perspective R6 | — | — | — | $397K | 1.5% | |
| LARGE CAP VALUE FUND CL R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $330K | 1.2% | |
| LARGE CAP GROWTH FUND II CL R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $304K | 1.1% | |
| Standard Stable Asset Fund CL 2 | — | — | — | $269K | 1.0% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $247K | 0.9% | |
| JP Morgan Mid Cap Growth Fund R6 | — | — | — | $217K | 0.8% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $202K | 0.8% | |
| Fidelity Adv Intl Growth FD CL Z | — | — | — | $175K | 0.6% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $166K | 0.6% | |
| CORE BOND FUND CL R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $165K | 0.6% | |
| American Century Real Estate FD R6 | — | — | — | $83K | 0.3% | |
| BNY Mellon Intl Stock FD Y | — | — | — | $69K | 0.3% | |
| FLEXPATH INDEX+ CONSERVTVE 2035 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $61K | 0.2% | |
| FLEXPATH INDEX+ CONSERVTVE 2055 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $61K | 0.2% | |
| Principal Inv High Yield Fund II Inst | — | — | — | $60K | 0.2% | |
| BLACKROCK EQUITY INDEX FUND CL 1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $42K | 0.2% | |
| FLEXPATH INDEX+ CONSERVTVE RETMT R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $33K | 0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $30K | 0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE RETMT R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $26K | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2065 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7271382 / PN 763 | Common Collective Trust | — | — | $23K | <0.1% | |
| FLEXPATH INDEX+ CONSERVTVE 2045 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $16K | <0.1% | |
| JP Morgan Emrg Mkts Eqty CL R6 | — | — | — | $15K | <0.1% | |
| BLACKROCK EAFE EQUITY INDEX FUND C1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $8K | <0.1% | |
| Transamerica Bond FD I | — | — | — | $7K | <0.1% | |
| PIMCO Emerging Markets Currency A | — | — | — | $6K | <0.1% | |
| INTERNATIONAL STOCK FUND CL R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $5K | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH CL R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVTVE 2025 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% |