Original filing (PDF)20251002112114NAL0000602048001

WIELAND ROLLED PRODUCTS NORTH AMERICA BUFFALO, INC.

Name: WIELAND ROLLED PRODUCTS NORTH AMERICA BUFFALO, INC. — WIELAND ROLLED PRODUCTS NORTH AMERICA BUFFALO, INC. AND UNITED STEELWORKERS LOCAL 593 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: WIELAND ROLLED PRODUCTS NORTH AMERICA BUFFALO, INC.

Form 5500

FILING_RECEIVED

WIELAND ROLLED PRODUCTS NORTH AMERICA BUFFALO, INC. AND UNITED STEELWORKERS LOCAL 593 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

355

Accounts w/ balance

505

Plan assets (EOY)

$45.0M

Net assets (EOY)

$45.0M

How this plan invests

This plan

2 pooled trusts

Schedule D

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WIELAND ROLLED PRODUCTS NORTH AMERICA BUFFALO, INC..

Plan sponsor

Name

WIELAND ROLLED PRODUCTS NORTH AMERICA BUFFALO, INC.

EIN

84-1148681

Address

PO BOX 981 70 SAYRE STREET · BUFFALO, NY · 14240

Phone

(716) 879-6700

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	06-1050034	GREENWOOD VILLAGE, CO	RECORDKEEPER	$45K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	—	NASHVILLE, TN	INVESTMENT ADVISOR	$44K	—

Investments

27 direct securities · 2 pooled funds· $43.8M(98% 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.

Other securities

$30.4M

26 holdings

Stable Value

$9.1M

1 holding

Pooled Separate Account

$4.4M

2 holdings

					% of plan
Guaranteed Income Fund Guaranteed Investment Contract	Stable Value	—	—	$9.1M	20.3%
American Funds 2035 Target Fund R6 Mutual Fund	Other securities	—	—	$4.9M	10.9%
DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123	Pooled Separate Account	—	—	$4.1M	9.2%
American Funds 2040 Target Fund R6 Mutual Fund	Other securities	—	—	$3.7M	8.3%
American Funds 2030 Target Fund R6 Mutual Fund	Other securities	—	—	$3.6M	8.0%
American Funds 2020 Target Fund R6 Mutual Fund	Other securities	—	—	$2.8M	6.3%
American Funds 2025 Target Fund R6 Mutual Fund	Other securities	—	—	$2.8M	6.2%
American Funds 2045 Target Fund R6 Mutual Fund	Other securities	—	—	$1.9M	4.2%
American Funds 2055 Target Fund R6 Mutual Fund	Other securities	—	—	$1.3M	3.0%
American Funds 2050 Target Fund R6 Mutual Fund	Other securities	—	—	$1.3M	2.9%
T. Rowe Price Capital Appreciation Fund Mutual Fund	Other securities	—	—	$1.1M	2.5%
American Funds 2010 Target Fund R6 Mutual Fund	Other securities	—	—	$883K	2.0%
MFS International Diversification Fund Class R3 Mutual Fund	Other securities	—	—	$874K	1.9%
AB Large Cap Growth Fund Mutual Fund	Other securities	—	—	$784K	1.7%
American Funds 2015 Target Fund R6 Mutual Fund	Other securities	—	—	$772K	1.7%
Carillon Eagle Mid Cap Growth Fund Class A Mutual Fund	Other securities	—	—	$712K	1.6%
American Funds 2060 Fund R6 Mutual Fund	Other securities	—	—	$693K	1.5%
MFS Value Fund Class R3 Mutual Fund	Other securities	—	—	$643K	1.4%
Federated Hermes Kaufmann Small Cap Fund Mutual Fund	Other securities	—	—	$356K	0.8%
American Funds 2065 Target Fund R6 Mutual Fund	Other securities	—	—	$279K	0.6%
Vanguard Mid Cap Index Fund Mutual Fund	Other securities	—	—	$236K	0.5%
PGIM TOTAL RETURN BOND FUND(IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814	Pooled Separate Account	—	—	$226K	0.5%
Allspring Special Small Cap Value Fund A Mutual Fund	Other securities	—	—	$195K	0.4%
Vanguard Small Cap Index Fund Mutual Fund	Other securities	—	—	$172K	0.4%
Victory Sycamore Established Value Fund Class I Mutual Fund	Other securities	—	—	$138K	0.3%
Vanguard Total Intl Stock Market Index Fund Mutual Fund	Other securities	—	—	$67K	0.1%
Macquarie Emerging Markets Fund Class A Mutual Fund	Other securities	—	—	$57K	0.1%
Vanguard Inflation Protected Securities Fund Mutual Fund	Other securities	—	—	$27K	<0.1%
Vanguard Total Bond Market Index Fund Mutual Fund	Other securities	—	—	$23K	<0.1%