Gary Oswald signed Windowrama Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Windowrama Enterprises, Inc.'s EIN is 11-2479299.
Download the official 2024 Form 5500 (PDF) for Windowrama Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Windowrama Enterprises, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $37K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $6.8M | 30.8% | |
| COL TR STABLE HQ INC ADM0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 058 | Common Collective Trust | — | — | $1.3M | 5.8% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $1.2M | 5.6% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $1.1M | 5.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $982K | 4.4% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $966K | 4.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $810K | 3.6% | |
| FIRST EAGLE GLOBAL FUND I | Registered Investment Companies | — | — | $771K | 3.5% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $759K | 3.4% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $718K | 3.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $539K | 2.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $534K | 2.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $520K | 2.3% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $450K | 2.0% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $429K | 1.9% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $427K | 1.9% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $364K | 1.6% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $346K | 1.6% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $321K | 1.4% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $309K | 1.4% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $273K | 1.2% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $218K | 1.0% | |
| OAKMARK INTL R6 | Registered Investment Companies | — | — | $209K | 0.9% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $164K | 0.7% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $159K | 0.7% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $158K | 0.7% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $149K | 0.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $135K | 0.6% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $127K | 0.6% | |
| MACQUARIE SYST EMMKTS EQ INST | Registered Investment Companies | — | — | $126K | 0.6% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $78K | 0.4% | |
| CLEARBRIDGE INTL VALUE IS | Registered Investment Companies | — | — | $74K | 0.3% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $55K | 0.2% | |
| PRINCIPAL HI YLD INSTL | Registered Investment Companies | — | — | $51K | 0.2% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $43K | 0.2% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $32K | 0.1% | |
| VANGUARD INT TERM TREAS - ADM | Registered Investment Companies | — | — | $16K | <0.1% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $8K | <0.1% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $43K |
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