Original filing (PDF)20251006121858NAL0003624657001

WCC ACQUISITION, LLC

Name: WCC ACQUISITION, LLC — WEAVER COOKE CONSTRUCTION, LLC PROFIT SHARING/401(K) PLAN, Form 5500 (2024)
Creator: WCC ACQUISITION, LLC

Form 5500

FILING_RECEIVED

WEAVER COOKE CONSTRUCTION, LLC PROFIT SHARING/401(K) PLAN

401(k) retirement plan

Active participants

121

Accounts w/ balance

132

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

How this plan invests

This plan

23 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

100

Concentration risk

100

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

63 bps in Schedule C fees — 116% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WCC ACQUISITION, LLC.

Plan sponsor

Name

WCC ACQUISITION, LLC

EIN

99-4316785

Address

550 KIRTLAND STREET SW · GRAND RAPIDS, MI · 49507

Phone

(336) 378-7900

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

2025-10-06

Pension benefit codes

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)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$24K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMA SECURITIES LLC	—	NEW YORK, NY	INVESTMENT ADVISOR	$35K	—
MIDWEST CAPITAL ADVISORS LLC	—	GRAND RAPIDS, MI	INVESTMENT ADVISOR	$731	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
FORVIS MAZARS, LLP	—	SPRINGFIELD, MO	AUDITOR	$29K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$119	—

Investments

23 direct securities· $14.2M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
BlackRock Lifepath Index Rmnt Fd	—	—	—	$2.6M	18.6%
Group Annuity Contract Massachusetts Mutual Life SAGIC Diversified Bond II	—	—	—	$1.9M	13.6%
Fidelity 500 Index	—	—	—	$1.5M	10.3%
BlackRock Lifepath Index 2030 Fd	—	—	—	$1.2M	8.7%
MassMutual Blue Chip Growth Fund	—	—	—	$1.0M	7.3%
BlackRock Lifepath Index 2035 Fd	—	—	—	$868K	6.1%
BlackRock Lifepath Index 2040 Fd	—	—	—	$683K	4.8%
Fidelity U.S. Bond Index	—	—	—	$531K	3.7%
BlackRock Lifepath Index 2045 Fd	—	—	—	$498K	3.5%
Fidelity Total International Index	—	—	—	$496K	3.5%
MassMutual Mid Cap Growth Fund	—	—	—	$362K	2.6%
JP Morgan Small Cap Value Fund	—	—	—	$354K	2.5%
BlackRock Lifepath Index 2050 Fd	—	—	—	$354K	2.5%
BlackRock Total Return Fund	—	—	—	$274K	1.9%
BlackRock Lifepath Index 2055 Fd	—	—	—	$247K	1.7%
BlackRock Lifepath Index 2060 Fd	—	—	—	$236K	1.7%
MFS Value Fund	—	—	—	$227K	1.6%
Fidelity Extended Market Index	—	—	—	$201K	1.4%
Victory Capital Sycamore Estab Val Fd	—	—	—	$194K	1.4%
MassMutual U.S. Government Money Market Fund 296 Neuberger Berman Small Cap Growth Fund	—	—	—	$120K	0.8%
November 2029	—	—	—	$82K	0.6%
Principal Diversified Real Asset Fd	—	—	—	$80K	0.6%
Insurance Co. ("Mass Mutual") Mutual Funds American Funds EuroPacific Gr Fund	—	—	—	$71K	0.5%