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Original filing (PDF)20260109155049NAL0010314209001
WAYNE'S ELECTRIC
Form 5500
FILING_RECEIVED
WAYNE'S ELECTRIC 401(K) PLAN
401(k) retirement plan
Active participants
160
Accounts w/ balance
143
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAYNE'S ELECTRIC.
Plan sponsor
Name
WAYNE'S ELECTRIC
EIN
84-0743376
Address
2101 WCR 27 · FORT LUPTON, CO · 80621
Phone
(303) 659-7481
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-09
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RING AUDITING AND ACCOUNTING
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $0 | — |
Investments
35 direct securities · 1 pooled fund· $3.6M(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
$3.6M
35 holdings
Common Collective Trust
$108
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments FA FREEDOM 2055 M | — | — | — | $469K | 12.9% | |
| Fidelity Investments FKLN RISING DIVS A | — | — | — | $339K | 9.3% | |
| Fidelity Investments FA FREEDOM 2040 M | — | — | — | $274K | 7.5% | |
| Fidelity Investments FA FREEDOM 2060 M | — | — | — | $270K | 7.4% | |
| Fidelity Investments FA FREEDOM 2050 M | — | — | — | $203K | 5.6% | |
| Fidelity Investments FA GROWTH OPPS A | — | — | — | $200K | 5.5% | |
| Fidelity Investments Participant Loans | — | — | — | $192K | 5.3% | |
| Fidelity Investments FA FREEDOM 2035 M | — | — | — | $169K | 4.6% | |
| Fidelity Investments FA FREEDOM 2045 M | — | — | — | $165K | 4.5% | |
| Fidelity Investments FA FREEDOM 2030 M | — | — | — | $137K | 3.8% | |
| Fidelity Investments FA FREEDOM 2065 M | — | — | — | $114K | 3.1% | |
| Fidelity Investments COL DIVIDEND OPP A | — | — | — | $109K | 3.0% | |
| Fidelity Investments FA EQUITY INCOME A | — | — | — | $109K | 3.0% | |
| Fidelity Investments J H VENTURE S | — | — | — | $107K | 2.9% | |
| Fidelity Investments CBA GROWTH A | — | — | — | $83K | 2.3% | |
| Fidelity Investments AB DISC GRTH A | — | — | — | $76K | 2.1% | |
| Fidelity Investments FA SMALL CAP A | — | — | — | $66K | 1.8% | |
| Fidelity Investments MGL ASSET STR A 489 Fidelity Investments PUTN FOCUSED EQ A | — | — | — | $65K | 1.8% | |
| Fidelity Investments FA LARGE CAP A | — | — | — | $60K | 1.6% | |
| Fidelity Investments FA FREEDOM INC M 738 * Fidelity Investments FA FREEDOM 2025 M | — | — | — | $59K | 1.6% | |
| Fidelity Investments FKLN SM CAP VALUE A | — | — | — | $56K | 1.5% | |
| Fidelity Investments FA GOLD M | — | — | — | $51K | 1.4% | |
| Fidelity Investments TMPL EMRG MKT SMCP A | — | — | — | $42K | 1.2% | |
| Fidelity Investments FA FINANCIALS M | — | — | — | $38K | 1.0% | |
| Fidelity Investments FA HEALTH CARE M | — | — | — | $32K | 0.9% | |
| Fidelity Investments FA FREEDOM 2020 M | — | — | — | $17K | 0.5% | |
| Fidelity Investments THORNBURG INTL GR R4 | — | — | — | $17K | 0.5% | |
| Fidelity Investments FA ENERGY M | — | — | — | $15K | 0.4% | |
| Fidelity Investments LA INTL OPPS A 73 * Fidelity Investments FRANKLIN INCOME A1 | — | — | — | $15K | 0.4% | |
| Fidelity Investments FA OVERSEAS A | — | — | — | $14K | 0.4% | |
| party of interest, collateral, par, or maturity value * Fidelity Investments FA LEV CO STOCK A | — | — | — | $14K | 0.4% | |
| Fidelity Investments I O INTL GROWTH A | — | — | — | $14K | 0.4% | |
| Fidelity Investments FA MATERIALS M | — | — | — | $14K | 0.4% | |
| Fidelity Investments FA FREEDOM 2070 M | — | — | — | $11K | 0.3% | |
| Fidelity Investments FID GOVT MMKT DM | — | — | — | $5K | 0.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $108 | <0.1% |
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