Brenda Stamp signed Weleski Transfer, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weleski Transfer, Inc.'s EIN is 25-1215764.
Download the official 2024 Form 5500 (PDF) for Weleski Transfer, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weleski Transfer, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSUREDPARTNERS INVESTMENT ADVISORS | 45-2712335 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.5M | 19.9% | |
| FIDELITY BLUE CHIP GROWTH K | Registered Investment Companies | — | — | $1.2M | 16.3% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $833K | 11.1% | |
| INVESTMENTS LINCOLN STABLE VALUE ACCOUNT | OTHER | — | — | $833K | 11.1% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $613K | 8.2% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $291K | 3.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $283K | 3.8% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $196K | 2.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $196K | 2.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $173K | 2.3% | |
| FIDELITY TOTAL BOND FUND | Registered Investment Companies | — | — | $171K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $169K | 2.3% | |
| FID INTL CAP APPRECIATION K6 | Registered Investment Companies | — | — | $164K | 2.2% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $158K | 2.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $140K | 1.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $135K | 1.8% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $117K | 1.6% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $91K | 1.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $68K | 0.9% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $30K | 0.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $30K | 0.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $27K | 0.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $19K | 0.3% | |
| FIDELITY EMERGING MARKETS K | Registered Investment Companies | — | — | $7K | <0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| ALLSPRING SPECIAL SC VAL INST | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $12K |
| — |
