Karen Dullea signed Winston Brothers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Winston Brothers, Inc.'s EIN is 04-3039602.
Download the official 2024 Form 5500 (PDF) for Winston Brothers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Winston Brothers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | — | ADVISOR | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPW SOLUTIONS LLC | — | — | THIRD PARTY ADMINISTRATOR | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund | Mutual Funds | — | — | $5.5M | 24.7% | |
| Fidelity Advantage Class Spartan 500 Index Fund | Common Collective Trusts | — | — | $2.7M | 12.4% | |
| Fidelity Freedom 2035 K Fund | Mutual Funds | — | — | $1.6M | 7.4% | |
| Fidelity Freedom 2055 K Fund | Mutual Funds | — | — | $1.1M | 4.8% | |
| Fidelity Freedom 2050 K Fund | Mutual Funds | — | — | $892K | 4.0% | |
| Fidelity Freedom 2030 K Fund | Mutual Funds | — | — | $886K | 4.0% | |
| Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | — | $826K | 3.7% | |
| Fidelity Freedom 2045 K Fund | Mutual Funds | — | — | $776K | 3.5% | |
| Fidelity Overseas Fund | Mutual Funds | — | — | $770K | 3.5% | |
| Fidelity Freedom 2060 K Fund | Mutual Funds | — | — | $722K | 3.3% | |
| Fidelity Freedom 2040 K Fund | Mutual Funds | — | — | $630K | 2.8% | |
| Fidelity Freedom 2025 K Fund | Mutual Funds | — | — | $485K | 2.2% | |
| T. Rowe Price Mid Cap Growth I | Other securities | — | — | $461K | 2.1% | |
| Invesco Global Fund Class Y | Mutual Funds | — | — | $460K | 2.1% | |
| Fidelity Middle Cap Index | Mutual Funds | — | — | $453K | 2.0% | |
| PIMCO Total Return Fund Institutional Class | Mutual Funds | — | — | $408K | 1.8% | |
| Lord Abbet Short Term Duration Income Fund Class I | Other securities | — | — | $382K | 1.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $343K | 1.5% | |
| Fidelity Freedom 2070 K Fund 406 Columbia Dividend Income S Fund | Mutual Funds | — | — | $329K | 1.5% | |
| Vanguard Explorer Fund Admiral Shares | Mutual Funds | — | — | $313K | 1.4% | |
| Notes receivable * from participants Interest rates from 4.25% to 9.50% maturing through 2029 | Bonds / Notes | — | — | $289K | 1.3% | |
| American Century Middle Cap Value R6 | Other securities | — | — | $263K | 1.2% | |
| Victory S SM CO OP I | Common Stocks | — | — | $251K | 1.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $250K | 1.1% | |
| Fidelity Select Energy Fund | Mutual Funds | — | — | $193K | 0.9% | |
| Fidelity Freedom 2065 K Fund | Mutual Funds | — | — | $175K | 0.8% | |
| Principal High Yield Fund Class R6 | Other securities | — | — | $172K | 0.8% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $141K | 0.6% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $114K | 0.5% | |
| Fidelity Select Natural Resources | Mutual Funds | — | — | $110K | 0.5% | |
| Fidelity Freedom 2020 K Fund | Mutual Funds | — | — | $65K | 0.3% | |
| PIMCO Income Inst | Mutual Funds | — | — | $29K | 0.1% | |
| AB Global Bond I | Other securities | — | — | $19K | <0.1% | |
| Fidelity Internal Index | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
