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Original filing (PDF)20250808164433NAL0006679856001
WILSON CONSTRUCTION COMPANY
Form 5500
FILING_RECEIVED
WILSON CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
237
Accounts w/ balance
335
Plan assets (EOY)
$49.0M
Net assets (EOY)
$49.0M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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 (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILSON CONSTRUCTION COMPANY.
Plan sponsor
Name
WILSON CONSTRUCTION COMPANY
EIN
93-0455270
Address
PO BOX 1190 · 1190 NW 3RD · CANBY, OR · 97013
Phone
(503) 263-6882
Industry
Constructionsee 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
2025-08-08
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
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOFFMAN, STEWART & SCHMIDT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $44K | — |
| ROBERT W. BAIRD & CO., INC. | 39-6037917 | — | NONE | $35K | — |
Investments
33 direct securities · 1 pooled fund· $95.0M(100% 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
$49.0M
33 holdings
Pooled Separate Account
$46.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $46.0M | 93.9% | |
| Vanguard 500 Index Admiral Pooled Separate Account | — | — | — | $7.1M | 14.5% | |
| JPMorgan Large Cap Growth R6 Pooled Separate Account | — | — | — | $4.5M | 9.1% | |
| JPMorgan SmartRtmnt 2025 R6 Pooled Separate Account | — | — | — | $3.6M | 7.4% | |
| Federated Herm Intl Eq Instl Pooled Separate Account | — | — | — | $3.6M | 7.3% | |
| Standard Stable Asset Fund III Guaranteed Investment Contracts | — | — | — | $3.0M | 6.1% | |
| PGIM Total Return Bond Z Pooled Separate Account | — | — | — | $2.8M | 5.7% | |
| Putnam Large Cap Value Y Pooled Separate Account | — | — | — | $2.6M | 5.3% | |
| JPMorgan SmartRtmnt 2030 R6 Pooled Separate Account | — | — | — | $2.6M | 5.2% | |
| JPMorgan SmartRtmnt 2045 R6 Pooled Separate Account | — | — | — | $2.1M | 4.3% | |
| Hood River Small-Cap Gr Ret Pooled Separate Account | — | — | — | $1.9M | 3.8% | |
| JPMorgan SmartRtmnt 2040 R6 Pooled Separate Account | — | — | — | $1.8M | 3.6% | |
| Carillon Eagle MC Growth R6 Pooled Separate Account | — | — | — | $1.6M | 3.2% | |
| JPMorgan SmartRtmnt 2050 R6 Pooled Separate Account | — | — | — | $1.5M | 3.1% | |
| Virtus Zevenbergen Tech Inst Pooled Separate Account | — | — | — | $1.5M | 3.0% | |
| JPMorgan SmartRtmnt 2035 R6 Pooled Separate Account | — | — | — | $1.4M | 2.8% | |
| JPMorgan SmartRtmnt 2055 R6 Pooled Separate Account | — | — | — | $892K | 1.8% | |
| Vanguard Wellington Adm Pooled Separate Account | — | — | — | $700K | 1.4% | |
| Cohen & Steers Instl Realty Pooled Separate Account | — | — | — | $614K | 1.3% | |
| Vanguard Mid Cap Idx Adm Pooled Separate Account | — | — | — | $587K | 1.2% | |
| Allspring Specl MdCp Val Ins Pooled Separate Account | — | — | — | $569K | 1.2% | |
| JPMorgan SmartRtmnt Incm R6 Pooled Separate Account | — | — | — | $537K | 1.1% | |
| T.Rowe Price Mid-Cap Val I Pooled Separate Account | — | — | — | $525K | 1.1% | |
| Vanguard Lg Term Inv Gr Adm Pooled Separate Account | — | — | — | $460K | 0.9% | |
| JPMorgan US Equity R6 Pooled Separate Account | — | — | — | $439K | 0.9% | |
| American Funds New Perspctv R6 Pooled Separate Account | — | — | — | $424K | 0.9% | |
| DFA US Targeted Value I Pooled Separate Account | — | — | — | $326K | 0.7% | |
| JPMorgan SmartRtmnt 2020 R6 Pooled Separate Account | — | — | — | $316K | 0.6% | |
| Janus Henderson GlbLifeSci I Pooled Separate Account | — | — | — | $296K | 0.6% | |
| Columbia Sm Cap Idx Instl 2 Pooled Separate Account | — | — | — | $243K | 0.5% | |
| JPMorgan SmartRtmnt 2060 R6 Pooled Separate Account | — | — | — | $228K | 0.5% | |
| MFS Mid Cap Value R6 Pooled Separate Account | — | — | — | $183K | 0.4% | |
| Goldman Sachs Emerg Mkt Eq I Pooled Separate Account | — | — | — | $136K | 0.3% | |
| JPMorgan SmartRtmnt 2065 R6 Pooled Separate Account | — | — | — | $81K | 0.2% |