Original filing (PDF)20251027072333NAL0003830835001

WESTERMAN HOLDINGS, LLC

Name: WESTERMAN HOLDINGS, LLC — WESTERMAN EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: WESTERMAN HOLDINGS, LLC

Form 5500

FILING_RECEIVED

WESTERMAN EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

288

Accounts w/ balance

285

Plan assets (EOY)

$3.9M

Net assets (EOY)

-$38.3M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERMAN HOLDINGS, LLC.

Plan sponsor

Name

WESTERMAN HOLDINGS, LLC

EIN

86-1609798

Address

245 N BROAD S · BREMEN, OH · 43107

Phone

(740) 569-6307

Industry

Manufacturingsee 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

2025-10-27

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

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

3H · Sponsor in controlled / affiliated group

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

GREERWALKER

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $3.9M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Westerman Holdings, LLC	—	—	$44.7M	$3.9M	100.0%

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