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Original filing (PDF)20251015171748NAL0002694211001
WILNAT, INC.
Form 5500
FILING_RECEIVED
COMPASS KOONS GAS 401(K) PLAN
401(k) retirement plan
Signals · 1
36% in single holding
Active participants
130
Accounts w/ balance
134
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Freedom Index 2025 Fund" is 36% of plan.
Helping the score
- Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILNAT, INC..
Plan sponsor
Name
WILNAT, INC.
EIN
91-1923788
Address
10934 E. 55TH PLACE · TULSA, OK · 74146
Phone
(918) 698-2214
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2J · 401(k) feature
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HOGANTAYLOR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $9K | — |
Investments
22 direct securities· $6.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2025 Fund | — | — | — | $2.5M | 35.9% | |
| Fidelity Freedom Index 2055 Fund | — | — | — | $993K | 14.3% | |
| Fidelity Freedom Index 2030 Fund | — | — | — | $596K | 8.6% | |
| Fidelity Freedom Index 2035 Fund | — | — | — | $430K | 6.2% | |
| Fidelity Freedom Index 2045 Fund | — | — | — | $412K | 5.9% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $406K | 5.9% | |
| Fidelity 500 Index Fund | — | — | — | $377K | 5.4% | |
| Fidelity Freedom Index 2040 Fund | — | — | — | $315K | 4.5% | |
| Fidelity Freedom Index 2050 Fund | — | — | — | $249K | 3.6% | |
| Fidelity Freedom Index 2065 Fund | — | — | — | $181K | 2.6% | |
| Standard Insurance Company Stable Asset Fund | — | — | — | $120K | 1.7% | |
| JPMorgan Growth Advantage Fund | — | — | — | $104K | 1.5% | |
| Fidelity Extended Market Index Fund | — | — | — | $92K | 1.3% | |
| Fidelity Freedom Index 2020 Fund | — | — | — | $53K | 0.8% | |
| Dodge & Cox Stock Fund | — | — | — | $27K | 0.4% | |
| Harbor Small Cap Growth Fund | — | — | — | $25K | 0.4% | |
| with various maturities - | — | — | — | $23K | 0.3% | |
| American Funds EUPAC Fund | — | — | — | $19K | 0.3% | |
| Baird Core Plus Bond Fund | — | — | — | $15K | 0.2% | |
| Fidelity International Index Fund | — | — | — | $6K | <0.1% | |
| American Beacon Small Cap Value Fund | — | — | — | $5K | <0.1% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $2K | <0.1% |
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