Paul Balbierz signed West HERR Ford, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
West HERR Ford, Inc.'s EIN is 16-0738496.
Download the official 2024 Form 5500 (PDF) for West HERR Ford, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)West HERR Ford, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SANDHILL INVESTMENT MANAGEMENT | 20-0444918 | — | ADVISOR | $180K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AS GROWTH IS Mutual fund - | Other securities | — | — | $17.5M | 9.9% | |
| LD ABT FNDMNTL EQ I Mutual fund - | Other securities | — | — | $14.8M | 8.4% | |
| FID 500 INDEX Mutual fund - | Common Collective Trusts | — | — | $9.2M | 5.2% | |
| THORNBURG INT VAL R6 Mutual fund - | Other securities | — | — | $8.3M | 4.7% | |
| HEARTLAND VAL PLS IS Mutual fund - | Other securities | — | — | $6.9M | 3.9% | |
| FID FDM IDX 2050 IPR Mutual fund - | Common Collective Trusts | — | — | $6.9M | 3.9% | |
| INVS MS SMALL CAP R5 Mutual fund - | Other securities | — | — | $6.3M | 3.6% | |
| FID FDM IDX 2045 IPR Mutual fund - | Common Collective Trusts | — | — | $6.1M | 3.4% | |
| FID FDM IDX 2055 IPR Mutual fund - | Common Collective Trusts | — | — | $5.9M | 3.4% | |
| FID FDM IDX 2030 IPR Mutual fund - | Common Collective Trusts | — | — | $5.6M | 3.2% | |
| INVS GRTH & INC Y Mutual fund - | Common Stocks | — | — | $5.0M | 2.8% | |
| Collective Trust Fund - Galliard Capital Management, LLC Galliard Stable Return Fund M - | Common Collective Trusts | — | — | $5.0M | 2.8% | |
| GALLIARD STBLE RTN M SEI TRUST COMPANY · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $5.0M | 2.8% | |
| FID GOVT MMKT Money market fund - | Mutual Funds | — | — | $4.9M | 2.8% | |
| Notes receivable from Plan participants Various maturities, interest rates range from 3.25% to 8.50% 0 | Bonds / Notes | — | — | $4.7M | 2.7% | |
| FID FDM IDX 2035 IPR Mutual fund - | Common Collective Trusts | — | — | $4.6M | 2.6% | |
| COL ACORN I2 Mutual fund - | Other securities | — | — | $4.6M | 2.6% | |
| TRP CAP APPRECIATION Mutual fund - | Other securities | — | — | $4.6M | 2.6% | |
| FID FDM IDX 2060 IPR Mutual fund - | Common Collective Trusts | — | — | $4.2M | 2.4% | |
| FID FDM IDX 2025 IPR Mutual fund - | Common Collective Trusts | — | — | $4.2M | 2.4% | |
| PIM REAL RETURN INST Mutual fund - | Other securities | — | — | $4.2M | 2.4% | |
| FID FDM IDX 2040 IPR Mutual fund - | Common Collective Trusts | — | — | $4.2M | 2.4% | |
| PGIM J NAT RSRCS Z Mutual fund - | Other securities | — | — | $4.0M | 2.3% | |
| I O INTL GROWTH Y Mutual fund - | Other securities | — | — | $3.7M | 2.1% | |
| TRP REAL ESTATE Mutual fund - | Other securities | — | — | $3.5M | 2.0% | |
| PIM TOTAL RT INST Mutual fund - | Other securities | — | — | $3.4M | 1.9% | |
| VICTORY S ESTB VAL I Mutual fund - | Other securities | — | — | $3.4M | 1.9% | |
| J H MID CAP VAL I Mutual fund - | Other securities | — | — | $3.2M | 1.8% | |
| INVS DEVELOP MKT Y Mutual fund - | Other securities | — | — | $2.8M | 1.6% | |
| TMPL GLOBAL BOND ADV Mutual fund - | Other securities | — | — | $2.6M | 1.5% | |
| AS SH DUR GOVT BD IS Mutual fund - | Other securities | — | — | $2.4M | 1.4% | |
| FID FDM IDX 2065 IPR Mutual fund - | Common Collective Trusts | — | — | $1.7M | 0.9% | |
| FID MID CAP IDX Mutual fund - | Common Collective Trusts | — | — | $1.5M | 0.9% | |
| FID SM CAP IDX Mutual fund - | Common Collective Trusts | — | — | $1.2M | 0.7% | |
| FID FDM IDX 2020 IPR Mutual fund - | Common Collective Trusts | — | — | $1.0M | 0.6% | |
| PIM GNMA & GS I Mutual fund - | Agency / Mortgage-Backed | — | — | $863K | 0.5% | |
| FID ST TR BD IDX Mutual fund - | Common Collective Trusts | — | — | $803K | 0.5% | |
| LD ABBETT DEV GRTH I Mutual fund - | Other securities | — | — | $797K | 0.5% | |
| FID INTL INDEX Mutual fund - | Mutual Funds | — | — | $764K | 0.4% | |
| LD ABT VALUE OPPS I Mutual fund - $ | Other securities | — | — | $478K | 0.3% | |
| FID FDM IDX 2015 IPR Mutual fund - | Common Collective Trusts | — | — | $248K | 0.1% | |
| HTFD GLB IMPACT R5 Mutual fund - | Other securities | — | — | $213K | 0.1% | |
| Life insurance policies Various policies - | Other securities | — | — | $150K | <0.1% | |
| FID FDM IDX INC IPR Mutual fund - | Common Collective Trusts | — | — | $76K | <0.1% | |
| FID FDM IDX 2070 IPR Mutual fund - | Common Collective Trusts | — | — | $16K | <0.1% |
