Debbie Torrez signed Wiland, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wiland, Inc.'s EIN is 20-1863048.
Download the official 2024 Form 5500 (PDF) for Wiland, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wiland, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $21K | — |
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** 500 Index | Common Collective Trusts | — | — | $6.2M | 17.0% | |
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $4.2M | 11.5% | |
| JPMCB SR PB 2030 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $2.2M | 5.9% | |
| Goldman Sachs U.S. Equity Insights Fund Class R6 | Other securities | — | — | $2.1M | 5.9% | |
| JPMCB SR PB 2040 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $1.9M | 5.3% | |
| JPMCB SR PB 2055 CF JP MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $1.7M | 4.7% | |
| JPMCB SR PB 2050 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $1.6M | 4.3% | |
| MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $1.5M | 4.1% | |
| Fidelity** Mid Cap Index | Mutual Funds | — | — | $1.4M | 3.9% | |
| JPMCB SR PB 2035 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.9% | |
| JPMCB SR PB 2045 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.8% | |
| JPMCB SR PB 2025 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $998K | 2.7% | |
| JP Morgan Core Plus Bond Fund Class R6 | Other securities | — | — | $972K | 2.7% | |
| JPMCB SR PB 2020 CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $942K | 2.6% | |
| Fidelity** International Index | Mutual Funds | — | — | $914K | 2.5% | |
| Fidelity** Mid Cap Stock Fund | Mutual Funds | — | — | $879K | 2.4% | |
| JPMCB SR PB 2060 CF JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $764K | 2.1% | |
| Morgan Stanley Small Cap R6 | Other securities | — | — | $644K | 1.8% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $581K | 1.6% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $581K | 1.6% | |
| Fidelity** Mid Cap Value Fee I1 | Mutual Funds | — | — | $567K | 1.6% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $534K | 1.5% | |
| Fidelity** US Bond Index | Mutual Funds | — | — | $530K | 1.5% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $510K | 1.4% | |
| Participant Note Receivables** percent, with maturity dates to December 2029 | Other securities | — | — | $434K | 1.2% | |
| Fidelity** Real Estate Investment Fund | Mutual Funds | — | — | $345K | 0.9% | |
| Money Market Funds Fidelity** Government Money Market | Mutual Funds | — | — | $330K | 0.9% | |
| SMALL CAP VAL III I1 GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $275K | 0.8% | |
| Fidelity** Managed Income Portfolio Class 1 | Mutual Funds | — | — | $244K | 0.7% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $229K | 0.6% | |
| JP Morgan SmartRetirement® PassiveBlend Income CF | Other securities | — | — | $180K | 0.5% | |
| JPMCB SR PB INC CF JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $180K | 0.5% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $136K | 0.4% | |
| JPMCB SR PB 2065 CF JP MORGAN CHASE BANK, N.A. · EIN 92-0307615 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% | |
| Fidelity** Small Cap Index | Mutual Funds | — | — | $9K | <0.1% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
