Robert Mitchell signed Whelen Engineering Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whelen Engineering Company, Inc.'s EIN is 06-0725110.
Download the official 2024 Form 5500 (PDF) for Whelen Engineering Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whelen Engineering Company, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing.
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 | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIRE I 2030 I 957,391 Shares | Other securities | — | — | $24.5M | 13.2% | |
| TRP RETIRE I 2025 I 1,392,122 Shares | Other securities | — | — | $23.0M | 12.4% | |
| TRP RETIRE I 2035 I 906,305 Shares | Other securities | — | — | $19.1M | 10.3% | |
| FID 500 INDEX 77,775 Shares | Common Collective Trusts | — | — | $15.9M | 8.5% | |
| TRP RETIRE I 2040 I 448,978 Shares | Other securities | — | — | $13.7M | 7.4% | |
| TRP RETIRE I 2020 I 638,096 Shares | Other securities | — | — | $11.9M | 6.4% | |
| TRP RETIRE I 2045 I 470,084 Shares | Other securities | — | — | $10.5M | 5.6% | |
| MFS GROWTH R6 48,234 Shares | Mutual Funds | — | — | $9.8M | 5.3% | |
| TRP RETIRE I 2050 I 473,016 Shares | Other securities | — | — | $9.0M | 4.8% | |
| VANG EQUITY INC ADM 82,625 Shares | Common Stocks | — | — | $7.3M | 3.9% | |
| TRP RETIRE I 2055 I 362,472 Shares | Other securities | — | — | $7.2M | 3.9% | |
| EV AC SMID CAP R6 171,200 Shares | Other securities | — | — | $7.2M | 3.9% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $5.5M | 3.0% | |
| TRP RETIRE I 2060 I 267,373 Shares | Other securities | — | — | $4.4M | 2.4% | |
| TRP RETIRE I 2015 I 312,060 Shares | Other securities | — | — | $3.9M | 2.1% | |
| FID TOTAL BOND K6 404,634 Shares | Mutual Funds | — | — | $3.5M | 1.9% | |
| maturities up to 5 years -0- | Other securities | — | — | $2.3M | 1.3% | |
| TRP RETIRE I 2065 I 123,229 Shares | Other securities | — | — | $1.6M | 0.9% | |
| TRP RETIRE I 2005 I 92,785 Shares | Other securities | — | — | $1.1M | 0.6% | |
| FID INTL INDEX 21,780 Shares | Mutual Funds | — | — | $1.0M | 0.6% | |
| AF EUROPAC GROWTH R6 19,234 Shares | Other securities | — | — | $1.0M | 0.6% | |
| TRP RETIRE I 2010 I 59,731 Shares | Other securities | — | — | $905K | 0.5% | |
| FID US BOND IDX 66,095 Shares | Common Collective Trusts | — | — | $675K | 0.4% | |
| VANG EXT MKT IDX ADM 3,730 Shares | Common Collective Trusts | — | — | $537K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
