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Original filing (PDF)20251007160353NAL0004823473001
WESTERN COMPOSITES LLC
Form 5500
FILING_RECEIVED
WESTERN COMPOSITES LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
27% in single holding~101 bps in Sched C fees
Active participants
47
Accounts w/ balance
145
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
58 pooled trusts
Schedule D
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: FLEX INDX MOD 2035 R1 (no filing on disk)]" is 27% of plan.
- 101 bps in Schedule C fees — 95% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERN COMPOSITES LLC.
Plan sponsor
Name
WESTERN COMPOSITES LLC
EIN
87-1613689
Address
11129 E. ROSEMARY LANE · SCOTTSDALE, CA · 85255
Phone
(714) 552-2282
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CM3 ADVISORY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $10K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLEXUS FINANCIAL SERVIOCES, LLC | — | BARRINGTON, IL | INVESTMENT ADVISOR | $23K | — |
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY-PART | $451 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP | 20-1054428 | TORRANCE, CA | CONTRACT ADMIN | $932 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CM3 ADVISOR | — | SAN DIEGO, CA | AUDITING | $10K | — |
Investments
58 pooled funds· $3.2M(73% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEX INDX MOD 2035 R1 CIT GREAT GRAY TRUST · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $880K | 20.0% | |
| FLEX INDX MODRTRMT R1 CIT GREAT GRAY TRUST · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $770K | 17.5% | |
| FLEX INDX MOD 2045 R1 CIT GREAT GRAY TRUST · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $304K | 6.9% | |
| WLMNTR COR EQ INDX 1 CIT GREAT GRAY TRUST · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $280K | 6.4% | |
| VNGRD MID-CAP INX FD AS VANGUARD · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $275K | 6.3% | |
| FLEX INDX MOD 2055 R1 CIT GREAT GRAY TRUST · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $230K | 5.2% | |
| JPM LGCAP GR R6 JP MORGAN · EIN 13-3692750 / PN 000 | Pooled Separate Account | — | — | $111K | 2.5% | |
| FLEXPTH INDX AGGR 2045 R1 CIT GREAT GRAY · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $69K | 1.6% | |
| FLEXPTH INDX CNSRV R1 CIT GREAT GRAY · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $36K | 0.8% | |
| FED HRMS MDT SMCAP GR INST FEDERATED HERMES · EIN 25-1111467 / PN 000 | Pooled Separate Account | — | — | $32K | 0.7% | |
| PUTNAM LARGE CAP VALUE Y PUTMAN · EIN 04-3251560 / PN 000 | Pooled Separate Account | — | — | $25K | 0.6% | |
| FLEXPTH INDX AGGR 2055 R1 CIT GREAT GRAY · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $24K | 0.6% | |
| FLEXPTH INDX AGGRRT R1 CIT GREAT GRAY · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $18K | 0.4% | |
| FLEX INDX MOD 2065 R1 CIT GREAT GRAY TRUST · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $17K | 0.4% | |
| FED HRMS GOV OBLGTNS PRMR FEDERATED HERMES · EIN 25-1111467 / PN 000 | Pooled Separate Account | — | — | $16K | 0.4% | |
| DFA US VECTR EQ INST DFA · EIN 82-1301014 / PN 000 | Pooled Separate Account | — | — | $14K | 0.3% | |
| DFA INTL VAL DFA · EIN 82-1301014 / PN 000 | Pooled Separate Account | — | — | $12K | 0.3% | |
| FID SMCAP INDX FIDELITY · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $12K | 0.3% | |
| MACQUARIE SMALL CP VALUE-INST DELAWARE FUNDS · EIN 59-2385220 / PN 000 | Pooled Separate Account | — | — | $10K | 0.2% | |
| MACQUARIE MID CAP GR FUND - CLASS R IVY FUNDS · EIN 13-1964063 / PN 000 | Pooled Separate Account | — | — | $10K | 0.2% | |
| AMFDS NEW WLD R6 AMERICAN FUNDS · EIN 95-6817943 / PN 000 | Pooled Separate Account | — | — | $9K | 0.2% | |
| FID 500 INDX FIDELITY · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $8K | 0.2% | |
| FLEXPTH INDX CNSRV 2055 R1 CIT GREAT GRAY · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| FID US BD INDX FIDELITY · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| VNGRD INTL GR ADML VANGUARD · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| DODGECOX INTL STK CLASS I DODGE & COX · EIN 94-1441796 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| NW LOOMIS ALLCAP GR R6 NATIONWIDE · EIN 38-4156830 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| GDMNSCS CQGPTNRINTLOPPR R6 GOLDEN SACHS · EIN 13-4019460 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| PGIM TTL RTN BD R6 PGIM · EIN 22-2540245 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| AVNTS US LGCAP VAL INST AMERICAN CENTURY · EIN 44-0640487 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| FID INTL INDX FIDELITY · EIN 04-2647786 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| JPM EQ INC R5 JP MORGAN · EIN 13-3692750 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| AVNTS EMRG MKT EQ INST AVANTIS INVESTORS · EIN 36-4905388 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| BLACKROCK HIGH YIELD PORTFOLIO - CL BLACKROCK · EIN 32-0174431 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| BLKK TTL RTN K BLACKROCK · EIN 32-0174431 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| DIAMOND HILL MDCAP I DIAMOND HILL · EIN 20-1169242 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| MFS MDCAP GR R6 MFS · EIN 87-1687549 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PIMCO REAL RTN INST PIMCO · EIN 95-2632339 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRINCIPAL GLBL REALEST R6 PRINCIPAL · EIN 42-1520346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| LEGAL & GENERAL COMMODITY STRAT FD PGIM · EIN 22-2540245 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AB GLBL BD Z ALLIANCE BERNSTEIN · EIN 13-3434400 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VNGRD EXPLR ADML VANGUARD · EIN 23-1945930 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| AVANTIS US SMCAP VAL INSST AVANTIS INVESTORS · EIN 36-4905388 / PN 000 | Pooled Separate Account | — | — | $968 | <0.1% | |
| WLMNTR COR BD R1 CIT GREAT GRAY TRUST · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $175 | <0.1% | |
| DFA EMRG MKTS CORE EQ 2 PORT -INST DFA · EIN 82-1301014 / PN 000 | Pooled Separate Account | — | — | $120 | <0.1% | |
| BLKRK MDCAP GR EQ INST BLACKROCK · EIN 32-0174431 / PN 000 | Pooled Separate Account | — | — | $65 | <0.1% | |
| PIMCOCOMDYREALRTNSTRATINST PIMCO · EIN 95-2632339 / PN 000 | Pooled Separate Account | — | — | $61 | <0.1% | |
| AB GLBL BD I ALLIANCE BERNSTEIN · EIN 13-3434400 / PN 000 | Pooled Separate Account | — | — | $61 | <0.1% | |
| BLKK STRAT INC OPPR I BLACKROCK · EIN 32-1074431 / PN 000 | Pooled Separate Account | — | — | $21 | <0.1% | |
| FLEXPTH INDX CNSRV 2045 R1 CIT GREAT GRAY · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $1 | <0.1% | |
| FLEXPTH INDX CNSRV 2025 R1 CIT GREAT GRAY · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLEXPTH INDX CNSRV 2035 R1 CIT GREAT GRAY · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLEXPTH INDX AGGR 2025 R1 CIT GREAT GRAY · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLEXPTH INDX AGGR 2035 R1 CIT GREAT GRAY · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLEX INDX MOD 2025 R1 CIT GREAT GRAY TRUST · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DIVRS DIVD R5 INVESCO · EIN 98-0557567 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COHENSTRS REALEST SEC INST COHENSTRS REALEST SEC INST · EIN 47-1211722 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WLMNTR COR EAFE EQ INDX 1 CIT GREAT GRAY TRUST · EIN 81-2721934 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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