Filings through Sep 24, 2026.

Retirement plan

Wehrung's Lumber & Home Center, Inc. Profit Sharing Plan

Name: WEHRUNG'S LUMBER & HOME CENTER, INC. - WEHRUNG'S LUMBER & HOME CENTER, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: WEHRUNG'S LUMBER & HOME CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEHRUNG'S LUMBER & HOME CENTER, INC. PROFIT SHARING PLAN, WEHRUNG'S LUMBER & HOME CENTER, INC.

Wehrung's Lumber & Home Center, Inc.EIN 20-0413026Plan #002PY 2024

7711 EASTON ROAD - OTTSVILLE, PA 189429738610-847-2066

Prospect flagsHigh feesFailed to transmit contributionsCorrective distributionsFew collective trustsFund lineup: 12 funds, $9.1M

How to read this page

Total assets (EOY)

$9.4M

+5.3% from 2023

Total participants

200

-10.7% from 2023

Average account balance

$48,866

+17.3% from 2023

Annual return

14.79%

-1.63 pp from 2023

Benchmarks

See 2,319 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,319 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH4 years Service code 17 · EIN 13-5674085	Pension Consulting	$41,456
PRINCIPAL LIFE INSURANCE COMPANY6 years Service code 13 · EIN 42-0127290	Contract Administrator	$34,650

Fund lineup

CSV with Pro

12 funds of $250K or more; 26 lines in all, holding $9.1M of the plan's $9.4M. From the 2024 filing. Recordkeeper: Principal.

In collective trusts0%median 0% for plans of $5M to $50M (34,889 plans)

In index funds29%median 21% for plans of $5M to $50M (34,889 plans)

In the main target-date series8%median 35% for plans of $5M to $50M (34,889 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 8% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Principal Fixed Income Guaranteed Option Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$992K	10.9%
American Funds American Mutual R6 Capital Group · Mutual fund	Capital Group	Mutual fund	$896K	9.8%
Principal LargeCap Growth I Separate Account-Z Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$881K	9.7%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$751K	8.2%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages	Vanguard	Mutual fund	$726K	8.0%
Metropolitan West Total Return Bd Plan TCW · Insurance contract	TCW	Insurance contract	$666K	7.3%
American Funds American Balanced R6 Capital Group · Mutual fund	Capital Group	Mutual fund	$562K	6.2%
JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$403K	4.4%
Vanguard Gnma Fund Admiral Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$387K	4.2%
JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$366K	4.0%

See the other 16 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$76K

$430 / participant

Investment mgmt$26K34.7%
Contract admin$35K45.5%
Other / not subdivided$15K19.8%

% of EOY assets

0.811%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: KREISCHER MILLER
Auditor EIN: 231980475
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH4 years

Service code 17 · EIN 13-5674085

Pension Consulting

$41,456

PRINCIPAL LIFE INSURANCE COMPANY6 years

Service code 13 · EIN 42-0127290

Contract Administrator

$34,650

Fund

Dollars

% of funds%

Principal Fixed Income Guaranteed Option

Principal · Insurance contract

Recordkeeper's own fund

$992K

10.9%

American Funds American Mutual R6

Capital Group · Mutual fund

$896K

9.8%

Principal LargeCap Growth I Separate Account-Z

Principal · Insurance contract

Recordkeeper's own fund

$881K

9.7%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$751K

8.2%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 9 vintages

$726K

8.0%

Metropolitan West Total Return Bd Plan

TCW · Insurance contract

$666K

7.3%

American Funds American Balanced R6

Capital Group · Mutual fund

$562K

6.2%

JPMorgan Equity Income Fund Class R6

JPMorgan · Mutual fund

$403K

4.4%

Vanguard Gnma Fund Admiral Shares

Vanguard · Mutual fund

$387K

4.2%

JPMorgan Large Cap Growth Fund Class R6

JPMorgan · Mutual fund

$366K

4.0%

Wehrung's Lumber & Home Center, Inc. Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Wehrung's Lumber & Home Center, Inc. Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion