ERIN Murphy signed W.B. Engineering & Consulting, PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
W.B. Engineering & Consulting, PLLC's EIN is 13-4082327.
Download the official 2024 Form 5500 (PDF) for W.B. Engineering & Consulting, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)W.B. Engineering & Consulting, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a leveraged ESOP, an S-corporation ESOP, 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 | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK | 48-1305000 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity International Index Fund | Common Collective Trusts | — | — | $3.6M | 18.5% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $2.5M | 12.8% | |
| Fully Benefit-Responsive Investment Contract at Contract Value * Principal Guaranteed Option | Other securities | — | — | $2.4M | 12.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.4M | 12.4% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $2.0M | 10.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.1M | 5.7% | |
| Vanguard Mid-Cap Value Index Fund/Open-end fund | Common Collective Trusts | — | — | $669K | 3.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $653K | 3.4% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $644K | 3.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $615K | 3.2% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $558K | 2.9% | |
| Vanguard Mid-Cap Growth Index Fund/Open-end | Common Collective Trusts | — | — | $536K | 2.8% | |
| Stock * WB Engineers + Consultants, Inc. 753,408 shares of Common Stock | Common Stocks | — | — | $512K | 2.6% | |
| Vanguard Dividend Growth Fund | Mutual Funds | — | — | $286K | 1.5% | |
| maturities through January 2033 | Other securities | — | — | $141K | 0.7% | |
| Massachusetts Financial Services Co International Growth Fund | Common Stocks | — | — | $106K | 0.5% | |
| JPMorgan Core Bond | Other securities | — | — | $51K | 0.3% | |
| Alliance Bernstein AB Global Bond Fund Inc | Common Stocks | — | — | $51K | 0.3% | |
| BlackRock High Yield Bond Portfolio | Other securities | — | — | $50K | 0.3% | |
| American Funds Inflation Linked Bond Fund | Mutual Funds | — | — | $48K | 0.3% | |
| Cash * Pacific Premier Bank Cash | Cash / Money Market | — | — | $34K | 0.2% | |
| Dimensional Fund Advisors Emerging Markets Portfolio | Mutual Funds | — | — | $29K | 0.2% | |
| American Beacon International Equity Fund | Mutual Funds | — | — | $27K | 0.1% | |
| American Century Small Cap Growth Fund Class | Other securities | — | — | $26K | 0.1% | |
| (E) | Other securities | — | $51K | $19K | <0.1% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $19K | <0.1% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
