Original filing (PDF)20251015142529NAL0006576752001

BARRY-WEHMILLER COMPANIES

Name: BARRY-WEHMILLER COMPANIES — BARRY-WEHMILLER COMPANIES 401K RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: BARRY-WEHMILLER COMPANIES

Form 5500

FILING_RECEIVED

BARRY-WEHMILLER COMPANIES 401K RETIREMENT SAVINGS PLAN

Employee benefit plan

Signals · 1

84% in single holding

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$90.1M

Net assets (EOY)

$90.1M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 65% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARRY-WEHMILLER COMPANIES.

Plan sponsor

Name

BARRY-WEHMILLER COMPANIES

EIN

99-2839495

Address

8020 FORSYTH BLVD · SAINT LOUIS, MO · 631051707

Phone

(314) 862-8000

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $90.1M(100% of reported assets)

PI						% of plan
	Principal Life Insurance Company	Other securities	—	—	$75.5M	83.8%
	Transamerica	Other securities	—	—	$14.5M	16.1%

1–2 of 2

Related plans

Large plans in Missouri

EDWARD D. JONES & CO., L.P.

EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN

$12.4B · 50,491 participants

BAYER CORPORATION

BAYER CORPORATION SAVINGS AND RETIREMENT PLAN

$10.8B · 17,218 participants

ASCENSION HEALTH DBA ASCENSION HEALTHCARE

ASCENSION HEALTHCARE MASTER PENSION TRUST

$8.0B

BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL

BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST

$7.5B · 27,660 participants

WASHINGTON UNIVERSITY IN ST. LOUIS

WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN