Andrew Jamison signed Vaisala Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vaisala Inc.'s EIN is 04-2731916.
Download the official 2024 Form 5500 (PDF) for Vaisala Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vaisala Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLSPRING FINANCIAL PARTNERS | 45-2984270 | — | ADVISOR | $78K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth | Mutual Funds | — | — | $13.2M | 15.3% | |
| Fidelity Investments 500 Index | Common Collective Trusts | — | — | $10.4M | 12.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $6.4M | 7.5% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $6.4M | 7.5% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $5.7M | 6.6% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $5.5M | 6.4% | |
| Fidelity Investments Self-Directed Brokerage Accounts (See attachment) | Self-Directed Brokerage | — | — | $4.4M | 5.1% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $3.9M | 4.6% | |
| Vanguard Total Bond | Mutual Funds | — | — | $3.4M | 4.0% | |
| Vanguard Mid Cap | Mutual Funds | — | — | $3.3M | 3.8% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $3.0M | 3.5% | |
| Vanguard Small Cap Growth | Mutual Funds | — | — | $2.5M | 2.9% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $2.5M | 2.9% | |
| DFA International Core | Mutual Funds | — | — | $2.4M | 2.8% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $2.3M | 2.6% | |
| DFA US Core | Mutual Funds | — | — | $2.0M | 2.4% | |
| Fidelity Investments Managed Income Portfolio | Mutual Funds | — | — | $1.7M | 2.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.7M | 2.0% | |
| Vanguard Value | Mutual Funds | — | — | $1.7M | 2.0% | |
| Fidelity Investments GOVT Money Market | Mutual Funds | — | — | $1.2M | 1.4% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.0M | 1.2% | |
| Fidelity Investments Inflation Protected Bond | Mutual Funds | — | — | $744K | 0.9% | |
| DFA EMRG Market Core | Mutual Funds | — | — | $552K | 0.6% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $462K | 0.5% | |
| Vanguard Target Retirement Inc | Mutual Funds | — | — | $401K | 0.5% | |
| DFA 5 Year GLB FX INC | Mutual Funds | — | — | $357K | 0.4% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $222K | 0.3% | |
| Fidelity Investments Real Estate | Mutual Funds | — | — | $168K | 0.2% | |
| Vanguard SMCPVL | Mutual Funds | — | — | $73K | <0.1% | |
| Fidelity Investments Small Cap | Mutual Funds | — | — | $68K | <0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
