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Original filing (PDF)20251014163918NAL0001658931001
WESTERN ECOSYSTEMS TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
WESTERN ECOSYSTEMS TECHNOLOGY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
515
Accounts w/ balance
548
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
12 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (23 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERN ECOSYSTEMS TECHNOLOGY, INC..
Plan sponsor
Name
WESTERN ECOSYSTEMS TECHNOLOGY, INC.
EIN
83-0294092
Address
415 WEST 17TH STREET SUITE 200 · CHEYENNE, WY · 82001
Phone
(307) 771-2890
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
24 direct securities · 12 pooled funds· $5.2M(58% 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
$3.9M
24 holdings
Pooled Separate Account
$700K
3 holdings
Common Collective Trust
$594K
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $706K | 7.9% | |
| Principal** LargeCap S&P 500 Index Separate Account | — | — | — | $516K | 5.8% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $516K | 5.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $510K | 5.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $388K | 4.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $329K | 3.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $324K | 3.6% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $182K | 2.0% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $169K | 1.9% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $161K | 1.8% | |
| PGIM Total Return Bond Fund | — | — | — | $137K | 1.5% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $133K | 1.5% | |
| Fidelity Mid Cap Index Fund | — | — | — | $111K | 1.2% | |
| MFS International Diversification Fund | — | — | — | $103K | 1.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $96K | 1.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $96K | 1.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $95K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $88K | 1.0% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $83K | 0.9% | |
| AB US Large Cap Growth CIT W Series Class L | — | — | — | $80K | 0.9% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $80K | 0.9% | |
| Fidelity International Index Fund | — | — | — | $60K | 0.7% | |
| PIMCO RAE US Small Fund | — | — | — | $57K | 0.6% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $40K | 0.5% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $39K | 0.4% | |
| Invesco Mid Cap Growth Trust Class A1 * 655 Participants** Self-directed brokerage account | — | — | — | $19K | 0.2% | |
| Fidelity Small Cap Index Fund | — | — | — | $18K | 0.2% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $15K | 0.2% | |
| Voya Small Cap Growth Fund | — | — | — | $13K | 0.1% | |
| Participants** Participant notes receivable at interest rate of 9 percent - | — | — | — | $6K | <0.1% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $3K | <0.1% | |
| Fidelity U.S. Bond Index | — | — | — | $3K | <0.1% | |
| ALLSPRING SP MIDCAP VAL E2 CIT SEI TRUST COMPANY · EIN 83-6834374 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| INVESCO MID CAP GROWTH TR A1 INVESCO TRUST COMPANY · EIN 20-2583973 / PN 108 | Common Collective Trust | — | — | $656 | <0.1% |
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