Francine a Spicer signed Willow Run Foods, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Willow Run Foods, Inc.'s EIN is 15-0528865.
Download the official 2023 Form 5500 (PDF) for Willow Run Foods, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Willow Run Foods, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $3K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | — |
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 | |||||
|---|---|---|---|---|---|---|
| Schwab Target 2025 Index Fund Schwab 0 | Common Collective Trusts | — | — | $3.1M | 38.8% | |
| Schwab Target 2030 Index Fund Schwab 0 | Common Collective Trusts | — | — | $1.4M | 18.2% | |
| Schwab Target 2065 Index Fund Schwab 0 | Common Collective Trusts | — | — | $548K | 7.0% | |
| Schwab Target 2050 Index Fund Schwab 0 | Common Collective Trusts | — | — | $544K | 6.9% | |
| Schwab Target 2045 Index Fund Schwab 0 | Common Collective Trusts | — | — | $492K | 6.2% | |
| Schwab Target 2035 Index Fund Schwab 0 | Common Collective Trusts | — | — | $387K | 4.9% | |
| Schwab Target 2040 Index Fund Schwab 0 | Common Collective Trusts | — | — | $290K | 3.7% | |
| Schwab Target 2020 Index Fund Schwab 0 | Common Collective Trusts | — | — | $254K | 3.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $168K | 2.1% | |
| Schwab Target 2055 Index Fund Schwab 0 | Common Collective Trusts | — | — | $152K | 1.9% | |
| Vanguard Growth Index Adm Vanguard 0 | Mutual Funds | — | — | $82K | 1.0% | |
| JPMorgan U.S. Equity R6 JP Morgan 0 | Other securities | — | — | $80K | 1.0% | |
| Schwab Target 2060 Index Fund Schwab 0 | Common Collective Trusts | — | — | $63K | 0.8% | |
| Schwab Target 2015 Index Fund Schwab 0 | Common Collective Trusts | — | — | $55K | 0.7% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $51K | 0.6% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | Mutual Funds | — | — | $50K | 0.6% | |
| PIMCO Income Instl PIMCO 0 | Mutual Funds | — | — | $30K | 0.4% | |
| MFS International Diversification R6 MFS 0 | Mutual Funds | — | — | $30K | 0.4% | |
| Vanguard Value Index Adm Vanguard 0 | Mutual Funds | — | — | $28K | 0.4% | |
| Loomis Sayles Core Plus Bond N Loomis Sayles 0 | Other securities | — | — | $23K | 0.3% | |
| Vanguard Federal Money Market Inv Vanguard 0 | Mutual Funds | — | — | $20K | 0.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $17K | 0.2% | |
| Macquarie Small Cap Core R6 Macquarie 0 | Other securities | — | — | $15K | 0.2% | |
| Fidelity Mid-Cap Stock K Fidelity 0 | Mutual Funds | — | — | $4K | <0.1% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2015 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2020 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2025 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2030 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2035 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2040 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2045 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2050 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2055 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY INC CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2060 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2065 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ROCHESTER, NY |
| ADVISOR |
| $36K |
| — |
