Matthew Wizeman signed Becht Engineering Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Becht Engineering Co., Inc.'s EIN is 22-1858439.
Download the official 2024 Form 5500 (PDF) for Becht Engineering Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Becht Engineering Co., 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $62K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $5.7M | 19.5% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $3.4M | 11.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 6.2% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $1.6M | 5.5% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 5.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 4.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 4.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 4.1% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $920K | 3.1% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $877K | 3.0% | |
| VANGUARD DIV GRTH - INV | Registered Investment Companies | — | — | $867K | 2.9% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $862K | 2.9% | |
| COLUMBIA MID CAP INDEX I3 | Registered Investment Companies | — | — | $804K | 2.7% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $775K | 2.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $762K | 2.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $710K | 2.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $678K | 2.3% | |
| AMERICAN US GOV MONEY MKT R6 | Registered Investment Companies | — | — | $675K | 2.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $633K | 2.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $601K | 2.0% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $514K | 1.7% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $487K | 1.7% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $411K | 1.4% | |
| T ROWE PRICE SMALL CAP VALUE I | Registered Investment Companies | — | — | $385K | 1.3% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $255K | 0.9% | |
| VIC PIO STRATEGIC INCOME R6 | Registered Investment Companies | — | — | $246K | 0.8% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $40K | 0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
