Plan Sponsor signed Walter Surface Technologies Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Walter Surface Technologies Incorporated's EIN is 06-1299982.
Download the official 2024 Form 5500 (PDF) for Walter Surface Technologies Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Walter Surface Technologies Incorporated'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GREATGRAY TRST AMERICAN FUNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $3.1M | 21.3% | |
| GREAT GRAY TRST AMERICAN FUNDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $2.5M | 16.8% | |
| GREAT GRAY TRST AMERICAN FUNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $1.7M | 11.6% | |
| GREAT GRAY TRST AMERICAN FUNDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $1.3M | 9.2% | |
| GREAT GRAY TRST AMERICAN FUNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.1M | 7.5% | |
| GREATGRAY TRST AMERICAN FUNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $966K | 6.6% | |
| GREAT GRAY TRST AMERICAN FUNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $851K | 5.8% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $583K | 4.0% | |
| GREATGRAY TRST AMERICAN FUNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $405K | 2.8% | |
| EI Fixed Account Series Class VI Guaranteed Interest Account | Other securities | — | — | $347K | 2.4% | |
| GREATGRAY TRST AMERICAN FUNDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $270K | 1.8% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $224K | 1.5% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $190K | 1.3% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $122K | 0.8% | |
| AB Large Cap Growth Z Mutual Fund | Other securities | — | — | $103K | 0.7% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $79K | 0.5% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $73K | 0.5% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $72K | 0.5% | |
| Fidelity Advisor Total Bond Z Mutual Fund | Mutual Funds | — | — | $69K | 0.5% | |
| PIMCO Income Instl Mutual Fund | Mutual Funds | — | — | $69K | 0.5% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $57K | 0.4% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $56K | 0.4% | |
| MFS Intl Diversification R6 Mutual Fund | Mutual Funds | — | — | $41K | 0.3% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $21K | 0.1% | |
| MFS Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Allspring Special Small Cap Value R6 Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Blackrock Mid-Cap Growth Equity K Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Janus Henderson Triton N Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $42K | — |
