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Original filing (PDF)20260203161601NAL0001375347001
EASTERN WHOLESALE FENCE, LLC
Form 5500
FILING_RECEIVED
EASTERN WHOLESALE FENCE, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.6 moNo recordkeeper disclosed
Active participants
573
Accounts w/ balance
283
Plan assets (EOY)
$17.3M
Net assets (EOY)
$17.3M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 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
90
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- Filed 2.6 months past the 10.5-month grace window.
- 44 bps in Schedule C fees — 52% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASTERN WHOLESALE FENCE, LLC.
Plan sponsor
Name
EASTERN WHOLESALE FENCE, LLC
EIN
82-0906793
Address
274 MIDDLE ISLAND ROAD · MEDFORD, NY · 11763
Phone
(631) 698-0975
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
2026-02-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GREER & WALKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | — | PLYMOUTH, MN | NONE | $61K | — |
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $16K | — |
Investments
23 direct securities · 1 pooled fund· $17.3M(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
$17.3M
23 holdings
Common Collective Trust
$18K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.0M | 11.6% | |
| DFA U.S. Core Equity I DFA 0 | — | — | — | $1.7M | 10.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.7M | 9.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.4M | 7.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.3M | 7.5% | |
| DFA International Core Eqty 2 Port DFA 0 | — | — | — | $1.0M | 5.9% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $910K | 5.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $838K | 4.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $832K | 4.8% | |
| DFA Investment Grade Instl DFA 0 | — | — | — | $816K | 4.7% | |
| Vanguard Short-Term Federal Adm Vanguard 0 | — | — | — | $685K | 4.0% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $622K | 3.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $599K | 3.5% | |
| Baird Ultra Short Bond Inst Baird 0 | — | — | — | $596K | 3.4% | |
| DFA Short-Duration Real Return Instl DFA 0 | — | — | — | $421K | 2.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $390K | 2.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $357K | 2.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $282K | 1.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $266K | 1.5% | |
| DFA Emerging Markets Core Eqty 2 Port DFA 0 | — | — | — | $234K | 1.3% | |
| DFA Global Real Estate Securities DFA 0 | — | — | — | $225K | 1.3% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $103K | 0.6% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $33K | 0.2% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $18K | 0.1% |