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Original filing (PDF)20250728173311NAL0001900273001
W.C. STRIEGEL, INC.
Form 5500-SF
FILING_RECEIVED
W. C. STRIEGEL, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
22
Accounts w/ balance
11
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for W.C. STRIEGEL, INC..
Plan sponsor
Name
W.C. STRIEGEL, INC.
EIN
84-0599130
Address
P.O. BOX 860 · RANGELY, CO · 816480860
Phone
(970) 675-8444
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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