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Original filing (PDF)20251015151939NAL0006587520001
WILMAR, LLC
Form 5500
FILING_RECEIVED
WILMAR, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
141
Accounts w/ balance
132
Plan assets (EOY)
$8.1M
Net assets (EOY)
$7.9M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILMAR, LLC.
Plan sponsor
Name
WILMAR, LLC
EIN
91-0867557
Address
20413 59TH PLACE SOUTH, SUITE 160 · KENT, WA · 98032
Phone
(206) 394-2124
Industry
Wholesale Tradesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $6K | — |
Investments
27 direct securities· $7.8M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Registered Investment Company | — | — | — | $1.5M | 18.6% | |
| Vanguard Federal Money Market Fund #33 Registered Investment Company | — | — | — | $1.4M | 17.8% | |
| Vanguard Target Retirement 2025 Registered Investment Company | — | — | — | $874K | 10.8% | |
| Vanguard Total Stock Mkt Index Admiral Fund #585 Registered Investment Company | — | — | — | $818K | 10.2% | |
| Vanguard Target Retirement 2050 Registered Investment Company | — | — | — | $454K | 5.6% | |
| Vanguard Target Retirement 2040 Registered Investment Company | — | — | — | $380K | 4.7% | |
| Vanguard Target Retirement 2045 Registered Investment Company | — | — | — | $336K | 4.2% | |
| Dimensional US Core Equity II Registered Investment Company | — | — | — | $295K | 3.7% | |
| Vanguard Target Retirement 2055 Registered Investment Company | — | — | — | $242K | 3.0% | |
| Vanguard Target Retirement 2035 Registered Investment Company | — | — | — | $212K | 2.6% | |
| Dimensional US Core Equity One I Registered Investment Company | — | — | — | $192K | 2.4% | |
| Vanguard Total Bond Index Admiral Fund #584 Registered Investment Company | — | — | — | $175K | 2.2% | |
| Vanguard Short Term Bond Index Admiral Registered Investment Company | — | — | — | $115K | 1.4% | |
| Vanguard Target Retirement 2060 Registered Investment Company | — | — | — | $114K | 1.4% | |
| maturing through September 2029 0 | — | — | — | $92K | 1.1% | |
| Dimensional International Core Equity Registered Investment Company | — | — | — | $88K | 1.1% | |
| Vanguard Target Retirement 2020 Registered Investment Company | — | — | — | $83K | 1.0% | |
| Vanguard Target Retirement Income Registered Investment Company | — | — | — | $82K | 1.0% | |
| Vanguard Developed Markets Index Adm Registered Investment Company | — | — | — | $68K | 0.8% | |
| Nuveen Preferred Securities & Income I Registered Investment Company | — | — | — | $57K | 0.7% | |
| Dimensional Global Equity I Registered Investment Company | — | — | — | $50K | 0.6% | |
| Pimco High Yield Intstl Fund #108 Registered Investment Company | — | — | — | $46K | 0.6% | |
| Pimco Low Duration Credit Instl Registered Investment Company | — | — | — | $32K | 0.4% | |
| Vanguard Target Retirement 2065 Registered Investment Company | — | — | — | $31K | 0.4% | |
| Vanguard Inflation Protected SECS Admiral Class Fund #5119 Registered Investment Company | — | — | — | $31K | 0.4% | |
| Dimensional Emerging Markets Registered Investment Company | — | — | — | $23K | 0.3% | |
| Dimensional Global Real Estate Securities Registered Investment Company | — | — | — | $20K | 0.3% |
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