David Nadeau signed Worcester Envelope Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Worcester Envelope Company's EIN is 04-1989150.
Download the official 2024 Form 5500 (PDF) for Worcester Envelope Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Worcester Envelope Company's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LITTLE HOUSE CAPITAL | — | BRAINTREE, MA | ADVISOR | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares Russel 2000 | Other securities | — | $294K | $354K | 5.3% | |
| iShares Core S&P Mid-cap | Other securities | — | $196K | $241K | 3.6% | |
| APPLE INC COM | Common Stocks | — | $108K | $217K | 3.2% | |
| Fidelity International Capital Apprenticeship | Mutual Funds | — | $188K | $217K | 3.2% | |
| MICROSOFT CORP | Common Stocks | — | $98K | $202K | 3.0% | |
| iShares 7-10 Year Treasury Bond | U.S. Treasuries | — | $189K | $181K | 2.7% | |
| iShares MSCI Emerging Markets | Other securities | — | $162K | $178K | 2.6% | |
| DFA Emerging Markets Port | Mutual Funds | — | $159K | $164K | 2.4% | |
| iShares MSCI EAFE | Other securities | — | $130K | $151K | 2.3% | |
| Fidelity Cash Reserves | Mutual Funds | — | $145K | $145K | 2.2% | |
| NVIDIA CORP COM | Common Stocks | — | $35K | $138K | 2.1% | |
| DFA Invt Dimensions Group Inc. INTL HIGH Institutional | Mutual Funds | — | $111K | $132K | 2.0% | |
| Victory Market Neutral Inc. I | Common Stocks | — | $127K | $125K | 1.9% | |
| ALPHABET INC CAP STK CL A | Common Stocks | — | $81K | $122K | 1.8% | |
| WALMART INC | Common Stocks | — | $62K | $121K | 1.8% | |
| Valero Energy Corp New DTD 3/25/2019 4% 4/1/2029-2029 | Bonds / Notes | — | $109K | $110K | 1.6% | |
| PGIM Ultra Short BD ETF | Other securities | — | $109K | $110K | 1.6% | |
| JPMorgan Ultra SHRT Inc. | Common Stocks | — | $109K | $110K | 1.6% | |
| Vanguard Interm-TM Corp BD IDX ETF | Common Collective Trusts | — | $110K | $109K | 1.6% | |
| iShares Core Total US Bond Market ETF | Other securities | — | $110K | $109K | 1.6% | |
| AMAZON COM INC SR COM | Common Stocks | — | $73K | $106K | 1.6% | |
| Goldman Sachs Group Inc 2/16/2012 5% 2/15/2028 | Bonds / Notes | — | $117K | $99K | 1.5% | |
| JP MORGAN CHASE & CO COM | Common Stocks | — | $58K | $97K | 1.4% | |
| META PLATFORMS INC CL A | Common Stocks | — | $61K | $96K | 1.4% | |
| BROADCOM INC COM | Common Stocks | — | $30K | $91K | 1.4% | |
| UNITEDHEALTH GROUP INC | Common Stocks | — | $68K | $84K | 1.3% | |
| West Contra Costa CALIF UNI SD DTD 11/22/2011 6/25% 8/1/2030 | Bonds / Notes | — | $98K | $80K | 1.2% | |
| ORACLE CORP | Common Stocks | — | $53K | $72K | 1.1% | |
| Lakeland FL CAP IMPT 9/30/2010 5.929% 10/1/2030 | Bonds / Notes | — | $80K | $67K | 1.0% | |
| Vulcan Material CO DTD 05/18/2020 3.5% 06/01/2030-2030 | Bonds / Notes | — | $64K | $65K | 1.0% | |
| DIGITAL REALTY TRUST INC | Common Stocks | — | $52K | $65K | 1.0% | |
| GOLDMAN SACHS GROUP INC | Common Stocks | — | $35K | $64K | 1.0% | |
| BERKSHIRE HATHAWAY INC CLASS B | Common Stocks | — | $42K | $62K | 0.9% | |
| Marriott International Inc Inc. DTD 08/14/2020 3.5% 10/15/2032-2032 | Bonds / Notes | — | $61K | $62K | 0.9% | |
| Capital One Financial Corp 1/30/2018 3.8% 1/31/2028-2027 | Bonds / Notes | — | $58K | $58K | 0.9% | |
| Fulcrum Diversified ABSLT RET INSTL | Other securities | — | $56K | $57K | 0.9% | |
| iShares PFD & Income SEC ETF | Other securities | — | $57K | $57K | 0.8% | |
| Ishares 1-3 Year Treasury Bond | U.S. Treasuries | — | $54K | $55K | 0.8% | |
| VISA INC CLASS A SHARES | Common Stocks | — | $40K | $54K | 0.8% | |
| New York DORM AUTH REV BDS 10/8/2019 2.834% 7/1/2031 | Bonds / Notes | — | $62K | $53K | 0.8% | |
| JOHNSON & JOHNSON | Other securities | — | $57K | $52K | 0.8% | |
| WILLIAMS COS INC | Common Stocks | — | $38K | $52K | 0.8% | |
| Anheuser-Busch Inbev WLDW Inc. SR GLBL 1/23/2019 4.9% 1/23/2032-2030 | Bonds / Notes | — | $50K | $50K | 0.7% | |
| National Rural Utilities Coop 2/8/2021 1.65% 6/15/2031-2031 | Bonds / Notes | — | $60K | $49K | 0.7% | |
| CHEVRON CORP COM | Common Stocks | — | $5K | $48K | 0.7% | |
| TAIWAN SEMICONDUCTOR MANUFACTURING | Other securities | — | $27K | $48K | 0.7% | |
| Waste Management Inc. DTD 5/12/2022 4.15% 4/15/2-32-2032 | Bonds / Notes | — | $47K | $47K | 0.7% | |
| Dollar General Corp DTD 4/3/2020 3.5% 4/3/2030-2030 | Bonds / Notes | — | $45K | $46K | 0.7% | |
| Lowes Companies Inc. DTD 3/24/2022 3.75% 4.1.2032-2032 | Bonds / Notes | — | $45K | $46K | 0.7% | |
| RTX CORPORATION COM | Common Stocks | — | $41K | $44K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
