Philip Van Deusen signed Whitmore Worsley, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whitmore Worsley, Inc.'s EIN is 11-1571994.
Download the official 2024 Form 5500 (PDF) for Whitmore Worsley, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whitmore Worsley, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
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 | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $10K | — |
| WILSHIRE ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Account Guaranteed Option * Principal Guaranteed Option Guaranteed Option | Other securities | — | — | $1.5M | 34.1% | |
| Income R6 Fund PGIM Global Total Return R6 Mutual Fund | Other securities | — | — | $816K | 18.9% | |
| Fund Vanguard Emerging Markets Stock Mutual Fund | Mutual Funds | — | — | $258K | 6.0% | |
| Admiral Fund Vanguard Small Cap Value Index Mutual Fund 116 Admiral Fund iShares MSCI EAFE International Mutual Fund | Mutual Funds | — | — | $240K | 5.6% | |
| Franklin DynaTech R6 Fund Mutual Fund | Mutual Funds | — | — | $208K | 4.8% | |
| Fund Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $201K | 4.7% | |
| Fund Columbia Dividend Income I3 Mutual Fund | Other securities | — | — | $189K | 4.4% | |
| Fund Vanguard Value Index Admiral Mutual Fund | Mutual Funds | — | — | $171K | 4.0% | |
| Fund Vanguard Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $162K | 3.8% | |
| Fund Vanguard Mid-Cap Value Index Mutual Fund | Mutual Funds | — | — | $157K | 3.6% | |
| Fund AB Small Cap Growth Portfolio Z Mutual Fund | Other securities | — | — | $104K | 2.4% | |
| Participants Loans Maturing through March $- | Participant loans | — | — | $98K | 2.3% | |
| R6 Fund Vanguard Mid Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $74K | 1.7% | |
| * Principal SmallCap S&P 600 Pooled Separate Account | Pooled Separate Accounts | — | — | $73K | 1.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $73K | 1.7% | |
| Index K Fund Columbia Emerging Markets I3 Mutual Fund | Other securities | — | — | $17K | 0.4% | |
| Fund Carillon Eagle Mid Cap Growth Mutual Fund | Other securities | — | — | $12K | 0.3% | |
| Index Admiral Fund Vanguard Total World Stock Index Mutual Fund | Mutual Funds | — | — | $12K | 0.3% | |
| Franklin Rising Dividends R6 Mutual Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Z Fund AB High Income Z Fund Mutual Fund 121 Neuberger Berman Strategic Mutual Fund | Other securities | — | — | $6K | 0.1% | |
| PGIM Short-Term Corporate Bond Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
