William Beitler signed W.J. Beitler Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
W.J. Beitler Co.'s EIN is 25-0347689.
Download the official 2024 Form 5500 (PDF) for W.J. Beitler Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)W.J. Beitler Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $52K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Fundamental Investors R5 N/A | Mutual Funds | — | — | $2.7M | 16.7% | |
| RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $2.7M | 16.5% | |
| Vanguard Mid-Cap Index Fund Adm N/A | Common Collective Trusts | — | — | $1.6M | 9.7% | |
| American Funds AMCAP Fund R5 N/A | Mutual Funds | — | — | $1.5M | 9.0% | |
| American Funds EuroPacific Growth Fund R5 N/A | Mutual Funds | — | — | $1.4M | 8.7% | |
| American Funds American Balanced Fund R5 N/A | Mutual Funds | — | — | $1.3M | 7.9% | |
| Invesco Developing Markets Funds Y N/A | Mutual Funds | — | — | $1.2M | 7.7% | |
| Metropolitan West Total Return Bond Fund R5 N/A | Other securities | — | — | $1.1M | 6.8% | |
| American Funds American Mutual Fund R5 N/A | Mutual Funds | — | — | $986K | 6.1% | |
| American Funds Small Cap World Fund R5 N/A | Mutual Funds | — | — | $617K | 3.8% | |
| Vanguard Real Estate Index Admiral N/A | Mutual Funds | — | — | $445K | 2.7% | |
| Participant Loans to participants, with interest rates of 5.75% - | Bonds / Notes | — | — | $364K | 2.2% | |
| Templeton Global Bond Fund Adv N/A | Mutual Funds | — | — | $326K | 2.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
