Back to filter
Original filing (PDF)20230612140005NAL0020715475001
WITTICHEN SUPPLY COMPANY, LLC
Form 5500
FILING_RECEIVED
WITTICHEN RETIREMENT TRUST
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 WITTICHEN SUPPLY COMPANY, LLC.
Plan sponsor
Name
WITTICHEN SUPPLY COMPANY, LLC
EIN
87-1565029
Address
2912 3RD AVENUE NORTH · BIRMINGHAM, AL · 352033908
Phone
(205) 251-8500
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-11-01
Tax period
2023-01-31
Filed
2023-06-12
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DENT MOSES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WELCH GROUP | 63-1231262 | — | ADVISORY FEE | $26K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using THE WELCH GROUP
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
BRADLEY ARANT BOULT CUMMINGS LLP
BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN
$694.3M · 1,172 participants
MAYNARD NEXSEN PC
MAYNARD NEXSEN PC 401(K) MASTER TRUST
$419.0M
MAYNARD NEXSEN, PC
MAYNARD NEXSEN, PC 401(K) PLAN & TRUST
$409.8M · 801 participants
Similar-size Wholesale Trade plans
PETESPOWER, INC.
PETESPOWER, INC. 401(K) PLAN
$0
BETTER BUILT HEATING & COOLING
BETTER BUILT HEATING & COOLING 401(K) PROFIT SHARING PLAN & TRUST
$0 · 3 participants
CONSTRUCTION PARTS, LLC
CONSTRUCTION PARTS, LLC 401(K) P/S PLAN
$0
UPSILON INTERNATIONAL CORPORATION
UPSILON INTERNATIONAL CORPORATION 401(K) PLAN
$0
MCKINNEY EQUIPMENT, INC.
MCKINNEY EQUIPMENT INC. PROFIT SHARING PLAN
$0
JKBC LLC
JKBC LLC 401K PLAN
$0
Large plans in Alabama
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION RETIREMENT PLAN
$1.2B · 257 participants