Darlene Conners signed Walsh Brothers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Walsh Brothers, Inc.'s EIN is 04-2171684.
Download the official 2024 Form 5500 (PDF) for Walsh Brothers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Walsh Brothers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $97K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE PENSION CONSULTANTS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Capital Research & Management Company American Funds Growth Fnd R6 | Mutual Funds | — | — | $5.4M | 14.5% | |
| Fidelity Investment Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.1M | 13.9% | |
| T. Rowe Price TRwPr Retirement 2035 Fund I | Other securities | — | — | $3.3M | 8.9% | |
| T. Rowe Price TRwPr Retirement 2055 Fund I | Other securities | — | — | $2.4M | 6.5% | |
| T. Rowe Price TRwPr Retirement 2040 Fund I | Other securities | — | — | $2.3M | 6.2% | |
| Capital Research & Management Company American Funds EuroPacific R6 | Mutual Funds | — | — | $2.0M | 5.3% | |
| T. Rowe Price TRwPr Retirement 2030 Fund I | Other securities | — | — | $1.7M | 4.7% | |
| T. Rowe Price TRwPr Retirement 2050 Fund I | Other securities | — | — | $1.6M | 4.4% | |
| BlackRock Advisors BlkRck Equity Dividend Fnd K | Other securities | — | — | $1.5M | 4.0% | |
| T. Rowe Price TRwPr Retirement 2045 Fund I | Other securities | — | — | $1.4M | 3.9% | |
| T. Rowe Price TRwPr Retirement 2025 Fund I | Other securities | — | — | $1.3M | 3.6% | |
| Janus Capital Management, LLC Janus Hndr Enterprise Fund N | Mutual Funds | — | — | $1.3M | 3.6% | |
| PIMCO Funds PIMCO Total Return Fund Ins | Mutual Funds | — | — | $1.0M | 2.7% | |
| Lazard Asset Management, LLC Lazard Emrg Mkts Eqty Port R6 | Other securities | — | — | $888K | 2.4% | |
| AB Mutual Funds AB Small Cap Grw Port Z | Other securities | — | — | $827K | 2.2% | |
| T. Rowe Price TRwPr Retirement 2060 Fund I | Other securities | — | — | $727K | 2.0% | |
| JP Morgan Investment Management, Inc. JPMorgan SmCp Value Fund R6 | Common Stocks | — | — | $720K | 2.0% | |
| TD Ameritrade Self Directed Retirement Accounts | Self-Directed Brokerage | — | — | $614K | 1.7% | |
| Fidelity Investments Fidelity Mid Cap Idx Fd | Common Collective Trusts | — | — | $591K | 1.6% | |
| Voya Investments, LLC VOYA Fixed Account | Other securities | — | — | $532K | 1.4% | |
| PIMCO Funds PIMCO Income Fund Ins | Mutual Funds | — | — | $530K | 1.4% | |
| Fidelity Investments Fidelity Sm Cp Ind Fd | Mutual Funds | — | — | $368K | 1.0% | |
| Invesco Ltd. Invesco Comstock Fund R6 | Mutual Funds | — | — | $198K | 0.5% | |
| through July 2049 | Other securities | — | — | $198K | 0.5% | |
| LOAN FUND Participant Loans - Rates 3.25% to 8.50% | Bonds / Notes | — | — | $198K | 0.5% | |
| T. Rowe Price TRwPr Retirement 2065 Fund I | Other securities | — | — | $84K | 0.2% | |
| T. Rowe Price TRwPr Retirement 2005 Fund I | Other securities | — | — | $80K | 0.2% | |
| Massachusetts Financial Services Company MFS Mid Cap Value Fund R6 | Mutual Funds | — | — | $74K | 0.2% | |
| Voya Investments, LLC Voya Gv Mny Mkt F A (Hld Acct) | Other securities | — | — | $55K | 0.1% | |
| T. Rowe Price TRwPr Retirement 2010 Fund I | Other securities | — | — | $41K | 0.1% | |
| T. Rowe Price TRwPr Retirement 2020 Fund I | Other securities | — | — | $38K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 81-0776852 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
