Original filing (PDF)20251029104957NAL0001701634001

WESTERN SHIELD ACQUISITIONS, LLC

Name: WESTERN SHIELD ACQUISITIONS, LLC — WESTERN SHIELD ACQUISITIONS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WESTERN SHIELD ACQUISITIONS, LLC

Form 5500

FILING_RECEIVED

WESTERN SHIELD ACQUISITIONS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Late filing · 35.4 mo45% in single holding

Active participants

115

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

How this plan invests

This plan

24 pooled trusts

Schedule D

24 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

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Knocking points off

Filed 35.4 months past the 10.5-month grace window.
Top holding "[DFE: JH MULTIINDEX LS BALANCED (no filing on disk)]" is 45% of plan.
60% balance-to-active ratio — below typical for a healthy 401(k).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERN SHIELD ACQUISITIONS, LLC.

Plan sponsor

Name

WESTERN SHIELD ACQUISITIONS, LLC

EIN

91-2084334

Address

2146 E GLADWICH STREET · RANCHO DOMINGUEZ, CA · 90220

Phone

(310) 527-6212

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2025-10-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

PINNACLE ACCOUNTING & FINANCIAL SER

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-2333346	—	RECORDKEEPER	$814	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS	47-1411118	—	FINANCIAL ADVISORS	$11K	—

Investments

24 pooled funds· $2.7M(96% 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.

Investment	Type	Shares / units	Cost	Current value	% of plan
JH MULTIINDEX LS BALANCED JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$1.2M	43.5%
JH MULTIINDEX LS GROWTH JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$747K	27.1%
BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$114K	4.1%
MONEY MARKET FUND JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$108K	3.9%
3 YR COMP JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$93K	3.4%
BLACKROCK LIFEPATH INDEX 2055 JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$87K	3.1%
VANGUARD SHORTTERM FEDERAL JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$47K	1.7%
JH MULTIINDEX LS AGGRESSIVE JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$42K	1.5%
US GOVERNMENT SECURITIES JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$38K	1.4%
CORE BOND FUND JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$37K	1.3%
BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$25K	0.9%
BLACKROCK LIFEPATH INDEX RET JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$23K	0.8%
JH MULTIINDEX LS MODERATE JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$19K	0.7%
5500 INDEX FUND JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$17K	0.6%
PMCO REAL RETURN JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$14K	0.5%
BLACKROCK LIFEPATH INDEX 2050 JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$13K	0.5%
BLACKROCK LIFEPATH INDEX 2045 JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$13K	0.5%
CAPITAL WORLD BOND FUND JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$12K	0.4%
BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$8K	0.3%
T. ROWE PRICE SPECTRUM JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$2K	<0.1%
VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$2K	<0.1%
VANGUARD BALANCED INDEX FUND JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$1K	<0.1%
MID CAP INDEX FUND JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$673	<0.1%
MIGH YIELD FUND JOHN HANCOCK USA · EIN 10-2333460 / PN 000	Pooled Separate Account	—	—	$119	<0.1%