Filings through Oct 24, 2026.

Retirement plan

Wago Corporation 401(k) Plan

Name: WAGO CORPORATION - WAGO CORPORATION 401(K) PLAN (2025) Form 5500
Creator: WAGO CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WAGO CORPORATION 401(K) PLAN, WAGO CORPORATION

Wago CorporationEIN 39-1329208Plan #001PY 2025

N120 W19129 FREISTADT ROAD - GERMANTOWN, WI 53022262-255-6333wago.usLinkedIn201-500 employeesindustrial automation

Prospect flagsFailed to transmit contributionsFew collective trustsFund lineup: 24 funds, $64.8M

How to read this page

Total assets (EOY)

$74.7M

+13.1% from 2024

Total participants

308

+7.3% from 2024

Average account balance

$242,395

+5.4% from 2024

Annual return

15.52%

+0.94 pp from 2024

Benchmarks

See 2,358 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,358 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
ONEAMERICA RETIREMENT SERVICES LLC1 year Service code 15 · EIN 46-5378846	Recordkeeping	$68,735
ONEAMERICA RETIREMENT SERVICES LLC3 years Filed as: ONEAMERICA INVESTMENT ADV SERVICES Service code 27 · EIN 81-3920167	Advisory (Plan)	$19,959
VOYA FINANCIAL ADVISORS INC1 year Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 13 · EIN 71-0294708	Contract Administrator	$425
BROADRIDGE FINANCIAL SOLUTIONS INC5 years Filed as: MATRIX TRUST COMPANY Service code 19 · EIN 75-3182674	Securities Custodian	$0

Fund lineup

CSV with Pro

24 funds of $250K or more; 15 lines in all, holding $64.8M of the plan's $66.0M. From the 2024 filing. Recordkeeper: OneAmerica.

In collective trusts0%median 0% for plans of $50M to $250M (12,424 plans)

In index funds28%median 25% for plans of $50M to $250M (12,424 plans)

In the main target-date series40%median 37% for plans of $50M to $250M (12,424 plans)

Employer stockNo

Target-date series: T. Rowe Price Retirement, mutual fund, 40% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages	T. Rowe Price	Mutual fund	$26.1M	40.3%
AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund	AllianceBernstein	Mutual fund	$8.9M	13.7%
Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$5.4M	8.3%
Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$4.9M	7.6%
Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$3.4M	5.2%
Stable Value Fund Manager not matched · Stable value Stable value	Not yet matched	Stable value	$3.4M	5.2%
MFS Value Fund MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$2.4M	3.7%
Baird Core Plus Bond Fund IV Baird · Mutual fund	Baird	Mutual fund	$2.2M	3.4%
Federated Hermes Kaufmann Small Cap Federated Hermes · Other	Federated Hermes	Other	$1.6M	2.5%
Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index	Vanguard	Mutual fund	$1.6M	2.5%

See the other 5 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E2F2G2J2K2S2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$89K

$349 / participant

Recordkeeping$69K77.1%
Investment mgmt$20K22.4%
Contract admin$4250.5%

% of EOY assets

0.119%

all-in expense ratio

Categories reported

3 / 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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

ONEAMERICA RETIREMENT SERVICES LLC1 year

Service code 15 · EIN 46-5378846

Recordkeeping

$68,735

ONEAMERICA RETIREMENT SERVICES LLC3 years

Filed as: ONEAMERICA INVESTMENT ADV SERVICES

Service code 27 · EIN 81-3920167

Advisory (Plan)

$19,959

VOYA FINANCIAL ADVISORS INC1 year

Filed as: VOYA RETIREMENT INSURANCE & ANNUITY

Service code 13 · EIN 71-0294708

Contract Administrator

$425

BROADRIDGE FINANCIAL SOLUTIONS INC5 years

Filed as: MATRIX TRUST COMPANY

Service code 19 · EIN 75-3182674

Securities Custodian

Fund

Dollars

% of funds%

T. Rowe Price Retirement

T. Rowe Price · Mutual fund

Target-date, 12 vintages

$26.1M

40.3%

AB Large Cap Growth Fund Inc

AllianceBernstein · Mutual fund

$8.9M

13.7%

Vanguard Institutional Index Fund Institutional Shares

Vanguard · Mutual fund

Index

$5.4M

8.3%

Vanguard Growth Index Fund Institutional Shares

Vanguard · Mutual fund

Index

$4.9M

7.6%

Vanguard Small-Cap Index Fund Institutional Shares

Vanguard · Mutual fund

Index

$3.4M

5.2%

Stable Value Fund

Manager not matched · Stable value

Stable value

$3.4M

5.2%

MFS Value Fund

MFS (Sun Life) · Mutual fund

$2.4M

3.7%

Baird Core Plus Bond Fund IV

Baird · Mutual fund

$2.2M

3.4%

Federated Hermes Kaufmann Small Cap

Federated Hermes · Other

$1.6M

2.5%

Vanguard Mid-Cap Value Index Fund

Vanguard · Mutual fund

Index

$1.6M

2.5%

Wago Corporation 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Wago Corporation 401(k) 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