Stacy Schiermeier signed WEG Transformers USA, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WEG Transformers USA, LLC's EIN is 14-1799233.
Download the official 2024 Form 5500 (PDF) for WEG Transformers USA, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WEG Transformers USA, LLC'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 | $67K | — |
| 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.
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 |
|---|---|---|---|---|---|
| TEAL BECKER & CHIARAMONTE, CPAS PC | 14-1624930 | — | CONTRACT ADMINISTRATOR | $450 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.7M | 10.8% | |
| PRIN LIFE TIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.6M | 9.9% | |
| PRIN LIFE TIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.1M | 7.2% | |
| PRIN LIFE TIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.1M | 7.2% | |
| PRIN LIFE TIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.1M | 7.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $976K | 6.1% | |
| PRIN LIFE TIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $937K | 5.9% | |
| PRIN LIFE TIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $854K | 5.4% | |
| PRIN LIFE TIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $743K | 4.7% | |
| MFS Investment Management MFS Massachusetts Investors Growth Stock R6 Fund | Mutual Funds | — | — | $587K | 3.7% | |
| MFS Investment Management MFS International Diversification R6 Fund | Mutual Funds | — | — | $582K | 3.7% | |
| MFS Investment Management MFS Total Return Bond R6 Fund | Mutual Funds | — | — | $497K | 3.1% | |
| PRIN LIFE TIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $457K | 2.9% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $429K | 2.7% | |
| Hartford Mutual Funds Hartford Equity Income R6 Fund | Other securities | — | — | $427K | 2.7% | |
| Eaton Vance Eaton Vance ATL Capital SMID-CAP R6 Fund | Other securities | — | — | $367K | 2.3% | |
| Blackrock Mid-Cap Value K Fund | Other securities | — | — | $315K | 2.0% | |
| PRIN LIFE TIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $287K | 1.8% | |
| Principal Life Insurance Company Principal Inflation Protected SA-Z | Common Stocks | — | — | $260K | 1.6% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $260K | 1.6% | |
| Participant loans Interest rates from 5.25% to 10.50% - 0 - | Bonds / Notes | — | — | $244K | 1.5% | |
| Franklin Templeton Investments Franklin Small Cap Growth R6 Fund | Mutual Funds | — | — | $214K | 1.3% | |
| Delaware Investments Macquarie Small Cap Value R6 Fund | Other securities | — | — | $192K | 1.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $186K | 1.2% | |
| JP Morgan Funds JP Morgan US Research Enhanced Equity R6 Fund | Other securities | — | — | $183K | 1.2% | |
| Principal Life Insurance Company Principal Small Cap S&P 600 Idx SA-Z | Common Collective Trusts | — | — | $103K | 0.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $103K | 0.6% | |
| Duetsche DWS RREEF Real Estate Securities R6 Fund | Other securities | — | — | $102K | 0.6% | |
| PRIN LIFE TIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $85K | 0.5% | |
| PGIM Investments PGIM Government Income R6 Fund | Other securities | — | — | $66K | 0.4% | |
| PGIM Investments PGIM Jennison Md Cap Gth R6 Fund | Other securities | — | — | $53K | 0.3% | |
| Alliance Bernstein AB Global Bond Z Fund | Mutual Funds | — | — | $52K | 0.3% | |
| PRIN LIFE TIME HYBR 2015 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $20K | 0.1% | |
| Wells Fargo AllSpring Emerging Markets Equity R6 Fund | Other securities | — | — | $20K | 0.1% | |
| PRINCIPAL LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $719 | <0.1% |
