Wittmann USA Inc..'s EIN is 06-1284828.
Download the official 2025 Form 5500 (PDF) for Wittmann USA Inc.. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Wittmann USA Inc..'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | 23-0731260 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANNED RETIREMENT CONSULTANTS & AD | 45-4208939 | — | CONTRACT ADMIN | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2030 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.7M | 11.9% | |
| Principal® Life Insurance Company Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $2.3M | 9.9% | |
| PRIN LIFETIME 2035 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.2M | 9.7% | |
| Columbia Management Advisors Seligman Global Tech I3 Fund | Other securities | — | — | $1.8M | 8.1% | |
| PRIN LIFETIME 2040 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.7M | 7.3% | |
| PRIN LIFETIME 2045 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.5M | 6.5% | |
| PRIN LIFETIME 2025 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.5M | 6.5% | |
| PRIN LIFETIME 2055 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 5.0% | |
| T. Rowe Price Large Cap Growth I SA-R4 | Common Stocks | — | — | $1.1M | 4.7% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.1M | 4.7% | |
| PRIN LIFETIME 2050 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $872K | 3.8% | |
| Hartford Funds Core Equity R5 Fund | Other securities | — | — | $797K | 3.5% | |
| Principal® Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $491K | 2.2% | |
| Invesco Gold & Spec Mineral Y Fund | Mutual Funds | — | — | $459K | 2.0% | |
| Participant loans Interest at rates from 4.25% to 6.5% | Bonds / Notes | — | — | $425K | 1.9% | |
| Macquarie Nomura Emerging Markets Instl Fund | Other securities | — | — | $417K | 1.8% | |
| PRIN LGCAP S &N P 500 INDEX SA-RI3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $378K | 1.7% | |
| PRIN LIFETIME HYB 2015 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $350K | 1.5% | |
| Capital Research & Management American Funds Am Bal R4 Fund | Mutual Funds | — | — | $331K | 1.5% | |
| Capital Research & Management American Funds New Perspective R4 Fund | Mutual Funds | — | — | $299K | 1.3% | |
| Franklin Templeton Investments Utilities Adv Fund | Mutual Funds | — | — | $202K | 0.9% | |
| PIMCO Funds Income Admin Fund | Mutual Funds | — | — | $195K | 0.9% | |
| PRIN LIFETIME HY 2060 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $182K | 0.8% | |
| Eaton Vance Atl Cap SMID Cap A Fund | Other securities | — | — | $160K | 0.7% | |
| Allspring Global Investments Small Co Value Adm Fund | Common Stocks | — | — | $146K | 0.6% | |
| MFS International Diversification R4 Fund | Mutual Funds | — | — | $144K | 0.6% | |
| PRIN LIFETIME HY 2065 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $142K | 0.6% | |
| Franklin Templeton Investments Small Cap Growth A Fund | Mutual Funds | — | — | $138K | 0.6% | |
| PRIN MIDCAP S & P 400 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $102K | 0.4% | |
| PRIN LIFETIME HY 2070 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $94K | 0.4% | |
| LA Capital Management Mid Cap Value I Separate Account | Pooled Separate Accounts | — | — | $67K | 0.3% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURNACE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $67K | 0.3% | |
| BNY Mellon Dynamic Value I Fund | Other securities | — | — | $67K | 0.3% | |
| PRIN LIFETIME 2020 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $62K | 0.3% | |
| PRIN REAL ESTATE SECS SA-R6 PRINCIPAL LIFE INSURANCE COMMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $62K | 0.3% | |
| PRIN SMCAP S & P 600 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $53K | 0.2% | |
| ClearBridge Investments International Growth I Fund | Other securities | — | — | $46K | 0.2% | |
| Alliance Bernstein AB Global Bond I Fund | Other securities | — | — | $33K | 0.1% | |
| Principal® Life Insurance Company Government & HQ Bond SA-R4 | Common Stocks | — | — | $28K | 0.1% | |
| PRIN GOVT & HQ BOND SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $28K | 0.1% | |
| Columbia Management Advisors Select Midcap Growth A Fund | Other securities | — | — | $21K | <0.1% | |
| PRIN INTL EQUITY INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $19K | <0.1% | |
| Putnam Investments Income Y Fund | Mutual Funds | — | — | $19K | <0.1% | |
| Principal® Trust Company Hybrid CIT | Common Collective Trusts | — | — | $9K | <0.1% | |
| PRIN LIFETIME HYB INC CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $9K | <0.1% | |
| Columbia Management Advisors Overseas Value A Fund | Other securities | — | — | $5K | <0.1% |
