Sarah Williams signed W R Systems, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
W R Systems, Ltd.'s EIN is 13-3174154.
Download the official 2024 Form 5500 (PDF) for W R Systems, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)W R Systems, Ltd.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Century Investments Ultra Investment Fund Mutual Fund | Other securities | — | — | $11.3M | 17.6% | |
| T. Rowe Price Funds Capital Appreciation Fund Mutual Fund | Other securities | — | — | $4.8M | 7.4% | |
| Principal Life Insurance Company Large Cap Stock Index Pooled Separate Account | Pooled Separate Accounts | — | — | $4.7M | 7.3% | |
| PRIN LGCAP S&P 500 INDEX SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.7M | 7.3% | |
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $4.2M | 6.5% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.9M | 4.5% | |
| T. Rowe Price Funds Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $2.8M | 4.3% | |
| PRIN LIFETIME 2035 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $2.1M | 3.4% | |
| PRIN LIFETIME 2025 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $2.0M | 3.1% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $2.0M | 3.1% | |
| Neuberger Berman Management Genesis Trend Fund Mutual Fund | Other securities | — | — | $1.9M | 3.0% | |
| Vanguard Group Health Care Fund Mutual Fund | Mutual Funds | — | — | $1.9M | 2.9% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.8M | 2.8% | |
| Fidelity Advisor Equity Growth Fund Class A Mutual Fund | Mutual Funds | — | — | $1.8M | 2.7% | |
| PRIN EQUITY INCOME SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.7M | 2.6% | |
| Putnam Income A Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 2.6% | |
| Vanguard Group Explorer Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 2.5% | |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.5M | 2.4% | |
| American Century Investments Small Cap Value Investment Fund Mutual Fund | Other securities | — | — | $1.3M | 2.0% | |
| Principal Life Insurance Company International Emerging Markets Pooled Separate Account | Pooled Separate Accounts | — | — | $1.3M | 2.0% | |
| PRIN GLBL EMERG MARKETS SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $1.3M | 2.0% | |
| PRIN LIFETIME 2045 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $1.2M | 1.9% | |
| American Funds EuroPacific Growth R3 Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 1.9% | |
| Vanguard Group Health Care Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $1.1M | 1.7% | |
| Principal Capital Appreciation Separate Account - R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.0M | 1.6% | |
| PRIN CAPITAL APPR SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $1.0M | 1.6% | |
| PRIN LIFETIME 2055 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $962K | 1.5% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $834K | 1.3% | |
| American Funds U.S. Government Securities R3 Fund Mutual Fund | Mutual Funds | — | — | $808K | 1.3% | |
| PRIN MIDCAP S&P 400 IDX SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $792K | 1.2% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% $ - | Bonds / Notes | — | — | $763K | 1.2% | |
| AB/Brown/Emerald Small Cap Growth I Separate Account Pooled Separate Account | Pooled Separate Accounts | — | — | $618K | 1.0% | |
| PRIN SMALLCAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $618K | 1.0% | |
| PRIN SMCAP S&P 600 INDEX SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $507K | 0.8% | |
| PRIN LIFETIME 2065 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $446K | 0.7% | |
| PRIN LIFETIME 2015 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $319K | 0.5% | |
| Principal Life Insurance Company Government & High Quality Bond Pooled Separate Account | Pooled Separate Accounts | — | — | $301K | 0.5% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $301K | 0.5% | |
| Principal Life Insurance Company Principal Lifetime 2070 Pooled Separate Account | Pooled Separate Accounts | — | — | $113K | 0.2% | |
| PRIN LIFETM 2070 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $113K | 0.2% | |
| (E) | Other securities | — | — | $27K | <0.1% | |
| Macquarie Systematic Emerging Markets Mutual Fund | Other securities | — | — | $27K | <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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAYLOR, SIDNEY K. | — | MAIDENS, VA | OTHER SERVICES | $0 | — |
