Volker BAER signed Wurth Group of North America Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wurth Group of North America Inc.'s EIN is 22-2945308.
Download the official 2024 Form 5500 (PDF) for Wurth Group of North America Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wurth Group of North America Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | CINCINNATI, OH | RECORDKEEPER | $159K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS INC | 04-2654524 | — | ADVISOR | $191K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $350.8M | 98.3% | |
| FIAM FREEDOM BLEND 2030 FUND FIAM TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $28.7M | 8.0% | |
| FIAM FREEDOM BLEND 2035 FUND FIAM TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $19.2M | 5.4% | |
| FIAM FREEDOM BLEND 2045 FUND FIAM TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $19.1M | 5.4% | |
| FIAM FREEDOM BLEND 2025 FUND FIAM TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $17.5M | 4.9% | |
| FIAM FREEDOM BLEND 2040 FUND FIAM TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $17.0M | 4.8% | |
| FIAM FREEDOM BLEND 2050 FUND FIAM TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $16.8M | 4.7% | |
| PUTNAME STABLE VALUE FUND PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $10.2M | 2.8% | |
| FIAM FREEDOM BLEND 2055 FUND FIAM TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $9.3M | 2.6% | |
| FIAM FREEDOM BLEND 2020 FUND FIAM TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $7.3M | 2.1% | |
| FIAM FREEDOM BLEND 2060 FUND FIAM TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $5.7M | 1.6% | |
| FIAM FREEDOM BLEND 2065 FUND FIAM TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $2.0M | 0.6% | |
| FIAM FREEDOM BLEND INCOME FUND FIAM TRUST COMPANY · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $659K | 0.2% | |
| FIAM FREEDOM BLEND 2015 FUND FIAM TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $645K | 0.2% | |
| FIAM FREEDOM BLEND 2010 FUND FIAM TRUST COMPANY · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $164K | <0.1% | |
| MANAGED INCOME PORTFOLIO II FIDELITY MANAGEMENT TRUST COPMANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $51 | <0.1% | |
| MANAGED INCOME PORTFOLIO FIDELITY MANAGEMENT TRUST COPMANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $21 | <0.1% |
