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Original filing (PDF)20251208122840NAL0001739923001
WILLMENG, INC.
Form 5500
FILING_RECEIVED
WILLMENG EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
Late filing · 0.7 mo100% in single holdingNo recordkeeper disclosed
Active participants
284
Accounts w/ balance
291
Plan assets (EOY)
$38.3M
Net assets (EOY)
-$21.6M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
97
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.7 months past the 10.5-month grace window.
- Top holding "1 *Willmeng Construction Inc. Stock 750,000 shares" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLMENG, INC..
Plan sponsor
Name
WILLMENG, INC.
EIN
99-3659550
Address
1702 EAST HIGHLAND AVENUE · SUITE 450 · PHOENIX, AZ · 85016
Phone
(480) 968-4755
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-08
Pension benefit codes
2P · Leveraged ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
MANSPERGER PATTERSON & MCMULLIN PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $30.3M(79% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 1 *Willmeng Construction Inc. Stock 750,000 shares | — | — | $70.7M | $30.3M | 79.1% |
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