Brian Standley signed Wincore Window Co., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wincore Window Co., LLC's EIN is 20-8083210.
Download the official 2024 Form 5500 (PDF) for Wincore Window Co., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wincore Window Co., LLC'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 |
|---|---|---|---|---|---|
| PEOPLES BANK | 31-1278433 | — | NONE | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund - | Common Collective Trusts | — | — | $1.1M | 19.9% | |
| Vanguard Growth Index ADM - | Mutual Funds | — | — | $504K | 9.3% | |
| Fidelity Interm Trs Bd Index - | Mutual Funds | — | — | $456K | 8.4% | |
| JP Morgan Short Duration Bond Fund R6 - | Other securities | — | — | $429K | 7.9% | |
| Vanguard Short-Term Invmt Grade Fund - | Mutual Funds | — | — | $329K | 6.1% | |
| JP Morgan Core Bond R6 Fund - | Other securities | — | — | $261K | 4.8% | |
| Fidelity Govt Money Market Fund Premium Class - | Mutual Funds | — | — | $220K | 4.1% | |
| Vanguard Small Cap Index Fund Admiral Shares Fund - | Common Collective Trusts | — | — | $194K | 3.6% | |
| Vanguard Equity Income ADM Fund - | Mutual Funds | — | — | $183K | 3.4% | |
| JP Morgan Large Cap Growth Fund - | Other securities | — | — | $183K | 3.4% | |
| JP Morgan U.S Equity Fund Class R6 - | Other securities | — | — | $177K | 3.3% | |
| Thrivent Large Cap Value Fund Class S - | Other securities | — | — | $164K | 3.0% | |
| Participant Loans *** Maximum term of 60 months unless loan for principal residence, rate of interest 5.25%-10.50%. Maturing through 2029 - | Bonds / Notes | — | — | $155K | 2.9% | |
| Metropolitan West Total Return CL I Fund - 185 Vanguard Total Bond Market Index Fund ADM Shares - | Common Collective Trusts | — | — | $148K | 2.7% | |
| Vanguard Mid-Cap Index Admiral Shares - | Mutual Funds | — | — | $131K | 2.4% | |
| DFA Intl Value - | Mutual Funds | — | — | $128K | 2.4% | |
| Fidelity INTL Index Fund - | Mutual Funds | — | — | $125K | 2.3% | |
| PIMCO Income Instl - | Mutual Funds | — | — | $125K | 2.3% | |
| MFS International Equity Fund - | Mutual Funds | — | — | $125K | 2.3% | |
| JP Morgan Mid-Cap Growth R5 - | Other securities | — | — | $98K | 1.8% | |
| DFA US Small Cap - | Mutual Funds | — | — | $74K | 1.4% | |
| Fidelity Mid Cap Stock Fund #336 - | Mutual Funds | — | — | $33K | 0.6% | |
| Invesco Gold & Special Minerals Y - | Mutual Funds | — | — | $21K | 0.4% | |
| MFS International - | Mutual Funds | — | — | $16K | 0.3% | |
| Principal Real Estate Securities Inst - | Other securities | — | — | $14K | 0.3% | |
| Vanguard Short-Term Bond Index ADM - | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Developed Market Index ADM - | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Wellington ADM Fund - | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
