Annette Favorite signed West Pharmaceutical Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
West Pharmaceutical Services, Inc.'s EIN is 23-1210010.
Download the official 2024 Form 5500 (PDF) for West Pharmaceutical Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)West Pharmaceutical Services, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment, profit-sharing.
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 | $149K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Diversified Equity Fund Mutual Fund | Mutual Funds | — | — | $104.0M | 20.0% | |
| Shares Vanguard Total Stock Market Index Fund Institutional Shares Mutual Fund | Common Collective Trusts | — | — | $65.1M | 12.5% | |
| West Pharmaceutical Services, Inc. Common Stock Common Stock | Common Stocks | — | — | $51.3M | 9.9% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $35.2M | 6.8% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $29.8M | 5.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $28.6M | 5.5% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $28.5M | 5.5% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $28.5M | 5.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $20.0M | 3.8% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $19.8M | 3.8% | |
| Vanguard Cash Reserve Federal MM Fund Mutual Fund | Mutual Funds | — | — | $18.8M | 3.6% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $16.7M | 3.2% | |
| Vanguard Total Bond Market Index Fund Institutional Mutual Fund | Common Collective Trusts | — | — | $12.2M | 2.3% | |
| American Funds EuroPacific Growth Fund Class R6 Mutual Fund | Mutual Funds | — | — | $10.1M | 1.9% | |
| Participant Loans 4.25% - 10.00% $0 | Bonds / Notes | — | — | $8.8M | 1.7% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.4M | 1.0% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $5.1M | 1.0% | |
| Shares Vanguard Total International Stock Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $4.8M | 0.9% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $4.7M | 0.9% | |
| DoubleLine Core Fixed Income Fund CIT Collective Trust | Common Collective Trusts | — | — | $4.2M | 0.8% | |
| DBL CORE PLUS FXINC NORTHERN TRUST GLOBAL INVESTMENTS · EIN 90-6169542 / PN 010 | Common Collective Trust | — | — | $4.2M | 0.8% | |
| Vanguard Total World Stock Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $3.4M | 0.7% | |
| PIMCO Inflation Response Multi-Asset Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $1.6M | 0.3% | |
| MFS Global Equity Fund Class R6 Mutual Fund | Mutual Funds | — | — | $1.4M | 0.3% | |
| VANG INCOME & GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $916K | 0.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $523K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
