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Original filing (PDF)20250811130930NAL0020822450001
EUGENE WELDERS SUPPLY CO DBA INDUSTRIAL SOURCE
Form 5500
FILING_RECEIVED
LAING COMPANIES 401K PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
131
Accounts w/ balance
178
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Personal Choice Retirement Accounts (PCRA) PCRA Self Directed Fund Participant Directed" is 27% of plan.
- 44 bps in Schedule C fees — 52% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EUGENE WELDERS SUPPLY CO DBA INDUSTRIAL SOURCE.
Plan sponsor
Name
EUGENE WELDERS SUPPLY CO DBA INDUSTRIAL SOURCE
EIN
93-0366767
Address
3500 COMMERCIAL AVENUE · SPRINGFIELD, OR · 97478
Phone
(541) 344-1438
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
2025-08-11
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)
Audit & trust (Schedule H)
Auditor
JONES & ROTH P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALDRICH WEALTH ADVISORS | 93-1244319 | — | NONE | $77K | — |
| ALERUS RETIREMENT SOLUTIONS | 45-6062081 | — | NONE | $2K | — |
Investments
28 direct securities · 1 pooled fund· $17.6M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$17.6M
28 holdings
Common Collective Trust
$362
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Personal Choice Retirement Accounts (PCRA) PCRA Self Directed Fund Participant Directed | — | — | — | $4.8M | 26.9% | |
| Vanguard Target Retirement 2030 Mutual Funds | — | — | — | $3.3M | 18.5% | |
| Vanguard Target Retirement 2040 Mutual Funds | — | — | — | $1.6M | 8.7% | |
| Vanguard Growth Index Adm Mutual Funds | — | — | — | $1.4M | 8.1% | |
| Vanguard Target Retirement 2025 Mutual Funds | — | — | — | $856K | 4.8% | |
| Vanguard Target Retirement 2050 Mutual Funds | — | — | — | $673K | 3.8% | |
| Schwab S&P 500 Index Fund Mutual Funds | — | — | — | $641K | 3.6% | |
| Vanguard Target Retirement 2045 Mutual Funds | — | — | — | $563K | 3.2% | |
| Vangaurd Target Retirement Income Mutual Funds ** 121 Vanguard BD Index FD Inc Mutual Funds | — | — | — | $526K | 3.0% | |
| Vanguard Value Index Adm Fund #506 Mutual Funds | — | — | — | $485K | 2.7% | |
| Registered investment companies Franklin Small Cap Growth Mutual Funds | — | — | — | $359K | 2.0% | |
| Vanguard Target Retirement 2060 Mutual Funds | — | — | — | $340K | 1.9% | |
| T Rowe Price Overseas Stock CL I Mutual Funds | — | — | — | $297K | 1.7% | |
| Vanguard Target Retirement 2020 Mutual Funds | — | — | — | $262K | 1.5% | |
| Vanguard Mid Cap Growth Index Adm Mutual Funds | — | — | — | $254K | 1.4% | |
| Interest-bearing Cash Schwab Value Advantage Money Inv Cash Equivalent Fund | — | — | — | $227K | 1.3% | |
| Vanguard Target Retirement 2035 Mutual Funds | — | — | — | $200K | 1.1% | |
| Vanguard Target Retirement 2055 Mutual Funds | — | — | — | $183K | 1.0% | |
| Seafarer Overseas Gr and Income Instl Mutual Funds | — | — | — | $109K | 0.6% | |
| Vanguard Target Retirement 2065 Mutual Funds | — | — | — | $103K | 0.6% | |
| Vanguard High-Yield Corp Adm Mutual Funds | — | — | — | $103K | 0.6% | |
| Victory Trivalent Intl Sm Cp Mutual Funds | — | — | — | $98K | 0.5% | |
| TCW Emerging Markets Income I Mutual Funds | — | — | — | $87K | 0.5% | |
| Macquarie SM Cap Val Inst CL (46) Mutual Funds | — | — | — | $49K | 0.3% | |
| Vanguard Short Term Investment Grade Mutual Funds | — | — | — | $34K | 0.2% | |
| Principal Small Cap Value II Inst Mutual Funds | — | — | — | $33K | 0.2% | |
| Principal Investors Global Real Estate Mutual Funds | — | — | — | $25K | 0.1% | |
| Pimco Intl Bond (USD Hedged) Inst Mutual Funds | — | — | — | $17K | <0.1% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $362 | <0.1% |
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