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Original filing (PDF)20251014184701NAL0007162962001
WILLMENG CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
WILLMENG CONSTRUCTION, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
380
Accounts w/ balance
408
Plan assets (EOY)
$25.0M
Net assets (EOY)
$25.0M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 58 bps in Schedule C fees — 99% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLMENG CONSTRUCTION, INC..
Plan sponsor
Name
WILLMENG CONSTRUCTION, INC.
EIN
86-0410806
Address
1702 E. HIGHLAND AVE, SUITE 450 · PHOENIX, AZ · 85016
Phone
(480) 968-4755
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MANSPERGER PATTERSON & MCMULLIN PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC | 74-3257877 | — | ADVISOR | $112K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $32K | — |
Investments
25 direct securities· $25.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 13 FIDELITY* FID FDM IDX 2045 IPR | — | — | — | $3.5M | 14.0% | |
| 12 FIDELITY* FID FDM IDX 2040 IPR | — | — | — | $3.4M | 13.8% | |
| 11 FIDELITY* FID FDM IDX 2035 IPR | — | — | — | $2.9M | 11.7% | |
| 14 FIDELITY* FID FDM IDX 2050 IPR | — | — | — | $2.5M | 10.1% | |
| 10 FIDELITY* FID FDM IDX 2030 IPR | — | — | — | $2.4M | 9.5% | |
| 2 FIDELITY* FID 500 INDEX | — | — | — | $1.8M | 7.2% | |
| 16 FIDELITY* FID FDM IDX 2060 IPR | — | — | — | $1.6M | 6.3% | |
| 15 FIDELITY* FID FDM IDX 2055 IPR | — | — | — | $1.1M | 4.5% | |
| 24 FIDELITY* FID GOVT MMKT K6 | — | — | — | $969K | 3.9% | |
| 17 FIDELITY* FID LG CAP GR IDX | — | — | — | $813K | 3.3% | |
| 9 FIDELITY* FID FDM IDX 2025 IPR | — | — | — | $662K | 2.6% | |
| 22 FIDELITY* FID FDM IDX 2065 IPR | — | — | — | $656K | 2.6% | |
| 6 FIDELITY* FID INTL INDEX | — | — | — | $654K | 2.6% | |
| 4 FIDELITY* FID MID CAP IDX | — | — | — | $455K | 1.8% | |
| 1 FIDELITY* FID US BOND IDX | — | — | — | $382K | 1.5% | |
| 5 FIDELITY* FID SM CAP IDX | — | — | — | $319K | 1.3% | |
| PARTICIPANT LOANS Interest Rates Ranging From 5.25% to 9.50% | — | — | — | $274K | 1.1% | |
| 18 FIDELITY* FID LG CAP VAL IDX | — | — | — | $187K | 0.8% | |
| 8 FIDELITY* FID FDM IDX 2020 IPR | — | — | — | $156K | 0.6% | |
| 7 FIDELITY* FID FDM IDX INC IPR | — | — | — | $51K | 0.2% | |
| 20 FIDELITY* FID SM CAP GR IDX | — | — | — | $50K | 0.2% | |
| 3 FIDELITY* FID EMRG MKTS IDX | — | — | — | $37K | 0.1% | |
| 21 FIDELITY* FID SM CAP VAL IDX | — | — | — | $28K | 0.1% | |
| 19 FIDELITY* FID ST BOND IDX | — | — | — | $18K | <0.1% | |
| 23 FIDELITY* FID INTL BOND INDEX | — | — | — | $1K | <0.1% |