William Sommers signed Wampum Hardware Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wampum Hardware Co.'s EIN is 25-1050040.
Download the official 2024 Form 5500 (PDF) for Wampum Hardware Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wampum Hardware Co.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $8.6M | 19.4% | |
| BlackRock Lifepath Index Retirement K N/R | Mutual Funds | — | — | $8.3M | 18.8% | |
| BlackRock Lifepath Index 2035 K N/R | Mutual Funds | — | — | $5.8M | 13.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.0M | 9.0% | |
| BlackRock Lifepath Index 2040 K N/R | Mutual Funds | — | — | $3.4M | 7.8% | |
| BlackRock Lifepath Index 2030 K N/R | Mutual Funds | — | — | $2.6M | 5.9% | |
| BlackRock Lifepath Index 2045 K N/R | Mutual Funds | — | — | $2.2M | 5.0% | |
| Vanguard 500 Index Admiral Fund N/R | Mutual Funds | — | — | $1.6M | 3.6% | |
| BlackRock Lifepath Index 2050 K N/R | Mutual Funds | — | — | $892K | 2.0% | |
| Mgmt * Pooled Separate Account Capital Group Europacific Growth SA N/R | Pooled Separate Accounts | — | — | $735K | 1.7% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $735K | 1.7% | |
| Loomis Sayles Core Plus Bond Y N/R | Mutual Funds | — | — | $696K | 1.6% | |
| LARGE CAP VALUE I (MANAGED BY JP MO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $672K | 1.5% | |
| FullerThaler Behavioral Smallcap Grow N/R | Mutual Funds | — | — | $617K | 1.4% | |
| R6 Mutual Fund DFA US Small Cap Value I N/R | Mutual Funds | — | — | $517K | 1.2% | |
| Vanguard Total Bond Market Index Adm N/R | Mutual Funds | — | — | $506K | 1.1% | |
| BlackRock Lifepath Index 2060 K N/R | Mutual Funds | — | — | $437K | 1.0% | |
| PIMCO High Yield Instl N/R | Mutual Funds | — | — | $390K | 0.9% | |
| BlackRock Lifepath Index 2055 K N/R | Mutual Funds | — | — | $389K | 0.9% | |
| Allspring Special Mid Cap Value R6 N/R | Mutual Funds | — | — | $331K | 0.8% | |
| Vanguard Inflation-Protected Sec N/R | Mutual Funds | — | — | $199K | 0.5% | |
| Admiral Mutual Fund Vanguard Total Intl Stock Index Admiral N/R | Mutual Funds | — | — | $121K | 0.3% | |
| Janus Henderson Enterprise N N/R | Mutual Funds | — | — | $104K | 0.2% | |
| Vanguard Extended Market Index N/R | Mutual Funds | — | — | $73K | 0.2% | |
| Admiral Mutual Fund Principal Real Estate Securities Fund N/R | Other securities | — | — | $67K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
