Filings through Oct 24, 2026.

Retirement plan

Wixon Industries, Inc. Employee's Profit Sharing Plan

Name: WIXON INDUSTRIES, INC. - WIXON INDUSTRIES, INC. EMPLOYEE'S PROFIT SHARING PLAN (2025) Form 5500
Creator: WIXON INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WIXON INDUSTRIES, INC. EMPLOYEE'S PROFIT SHARING PLAN, WIXON INDUSTRIES, INC.

Wixon Industries, Inc.EIN 39-1376341Plan #001PY 2025

1390 EAST BOLIVAR AVENUE - ST. FRANCIS, WI 53235414-481-8900wixon.comLinkedIn201-500 employeesfood & beverages

Prospect flagsFailed to transmit contributionsCorrective distributionsPossible retail share class: $746KFew collective trustsFund lineup: 23 funds, $40.4M

How to read this page

Total assets (EOY)

$41.6M

+34.7% from 2023

Total participants

401

+29.8% from 2023

Average account balance

$113,841

+8.9% from 2023

Annual return

16.53%

+0.83 pp from 2023

Benchmarks

See 719 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort719 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
UBS FINANCIAL SERVICES INC1 year Service code 16 · EIN 13-2638165	Consulting	$43,526
SIKICH LLP1 year Filed as: SIKICH LLC Service code 10 · EIN 99-2733489	Accounting	$13,000
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524	Advisory (Plan)	$11,199
FIDELITY INVESTMENTS INSTITUTIONAL3 years Service code 37 · EIN 04-2647786	Loan Processing	-$21,735

Fund lineup

CSV with Pro

23 funds of $250K or more; 16 lines in all, holding $40.4M of the plan's $41.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).

In collective trusts0%median 0% for plans of $5M to $50M (40,338 plans)

In index funds23%median 22% for plans of $5M to $50M (40,338 plans)

In the main target-date series36%median 38% for plans of $5M to $50M (40,338 plans)

Employer stockNo

Target-date series: Fidelity Freedom, mutual fund, 36% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund	Fidelity (FMR)	Mutual fund	$14.7M	36.4%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund	Fidelity (FMR)	Mutual fund	$7.9M	19.6%
Fidelity Low-Priced Stock Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund	Fidelity (FMR)	Mutual fund	$4.5M	11.1%
Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Mutual fund	Franklin Templeton	Mutual fund	$2.5M	6.1%
JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$2.3M	5.8%
Cost Value Money Market Manager not matched · Money market	Not yet matched	Money market	$2.1M	5.3%
Invesco Oppenheimer Core Bond Fund Class Y Invesco · Mutual fund	Invesco	Mutual fund	$1.4M	3.3%
Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund	Fidelity (FMR)	Mutual fund	$1.2M	3.0%
Fidelity International Growth Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund	Fidelity (FMR)	Mutual fund	$1.0M	2.6%
Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund	Fidelity (FMR)	Mutual fund	$668K	1.7%

See the other 6 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 codes2E2F2G2J2K2S2T3D

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.

Opportunity flags

2 tripped

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

$46K

$134 / participant

Investment mgmt$11K24.4%
Other / not subdivided$35K75.6%

% of EOY assets

0.111%

all-in expense ratio

Categories reported

1 / 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: SIKICH CPA LLC
Auditor EIN: 541172176
Audit fees: $13,000
Opinion code: Unqualified

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Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC1 year

Service code 16 · EIN 13-2638165

Consulting

$43,526

SIKICH LLP1 year

Filed as: SIKICH LLC

Service code 10 · EIN 99-2733489

Accounting

$13,000

STRATEGIC ADVISORS, INC.1 year

Filed as: STRATEGIC ADVISERS LLC

Service code 27 · EIN 04-2654524

Advisory (Plan)

$11,199

FIDELITY INVESTMENTS INSTITUTIONAL3 years

Service code 37 · EIN 04-2647786

Loan Processing

-$21,735

Fund

Dollars

% of funds%

Fidelity Freedom

Fidelity (FMR) · Mutual fund

Target-date, 14 vintagesRecordkeeper's own fund

$14.7M

36.4%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

IndexRecordkeeper's own fund

$7.9M

19.6%

Fidelity Low-Priced Stock Fund

Fidelity (FMR) · Mutual fund

Recordkeeper's own fund

$4.5M

11.1%

Putnam Large Cap Value Fund Class Y Shares

Franklin Templeton · Mutual fund

$2.5M

6.1%

JPMorgan Large Cap Growth Fund Class R6

JPMorgan · Mutual fund

$2.3M

5.8%

Cost Value Money Market

Manager not matched · Money market

$2.1M

5.3%

Invesco Oppenheimer Core Bond Fund Class Y

Invesco · Mutual fund

$1.4M

3.3%

Fidelity Balanced Fund

Fidelity (FMR) · Mutual fund

Recordkeeper's own fund

$1.2M

3.0%

Fidelity International Growth Fund

Fidelity (FMR) · Mutual fund

Recordkeeper's own fund

$1.0M

2.6%

Fidelity International Index Fund

Fidelity (FMR) · Mutual fund

IndexRecordkeeper's own fund

$668K

1.7%

Wixon Industries, Inc. Employee's Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Wixon Industries, Inc. Employee's 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