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Original filing (PDF)20231013173908NAL0034649681001
WHITELIGHT GROUP INC.
Form 5500
FILING_RECEIVED
WHITELIGHT GROUP INC. 401K PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
32
Accounts w/ balance
117
Plan assets (EOY)
$14.0M
Net assets (EOY)
$13.9M
How this plan invests
This plan
12 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 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
85
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 48 bps in Schedule C fees — 64% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITELIGHT GROUP INC..
Plan sponsor
Name
WHITELIGHT GROUP INC.
EIN
83-2582286
Address
PO BOX 166 · PEWAUKEE, WI · 53072
Phone
(630) 364-1911
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-13
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
VRAKAS SC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $25K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VRAKAS SC | 39-1453055 | — | ACCOUNTANT/AUDITOR | $11K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
12 pooled funds· $8.1M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FLEXPATH AGR 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2468898 / PN 216 | Common Collective Trust | $3.1M | 22.3% |
| FLEXPATH AGR 2025 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2275031 / PN 213 | Common Collective Trust | $2.6M | 18.6% |
| FLEXPATH AGR 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2503540 / PN 219 | Common Collective Trust | $996K | 7.1% |
| FLEXPATH AGR RET I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2238264 / PN 210 | Common Collective Trust | $651K | 4.7% |
| FLEXPATH AGR 2055 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2554270 / PN 222 | Common Collective Trust | $431K | 3.1% |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | $108K | 0.8% |
| VICT SM CAP GR I1 WILMINGTON TRUST, N.A. · EIN 38-4126288 / PN 592 | Common Collective Trust | $61K | 0.4% |
| SMALL CAP VAL II I1 WILMINGTON TRUST, N.A. · EIN 38-4097325 / PN 488 | Common Collective Trust | $59K | 0.4% |
| FLEXPATH MOD 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2516187 / PN 220 | Common Collective Trust | $50K | 0.4% |
| FLEXPATH CON 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2491300 / PN 218 | Common Collective Trust | $15K | 0.1% |
| FLEXPATH MOD 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2478524 / PN 217 | Common Collective Trust | $13K | <0.1% |
| FLEXPATH MOD 2025 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2285799 / PN 214 | Common Collective Trust | $4K | <0.1% |
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