W.M. Schultz Construction, Inc.'s EIN is 14-1827521.
Download the official 2024 Form 5500 (PDF) for W.M. Schultz Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)W.M. Schultz Construction, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $46K | — |
| CHEMUNG CANAL TRUST COMPANY | 16-0380815 | — | NONE | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $7.7M | 83.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $327K | 3.6% | |
| [Assets held in common collective trust] | Other | — | — | $298K | 3.3% | |
| MORLEY STABLE VALUE FUND CLASS 25 I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6727432 / PN 001 | Common Collective Trust | — | — | $298K | 3.3% | |
| [Assets held in participant loans] | Other | — | — | $259K | 2.8% |
