Stephen Greak signed Winco Development, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Winco Development, LLC's EIN is 27-4131501.
Download the official 2024 Form 5500 (PDF) for Winco Development, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Winco Development, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP OF HOUSTON | 76-0500416 | — | TPA | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Transamerica Financial Life Insurance Company State Steet Prtn Series with TA Conser 53,642 units | Common Stocks | — | $54K | $1.2M | 34.9% | |
| STATE STEET PRTN SERIES WITH TA CON TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 503 | Pooled Separate Account | — | — | $1.2M | 34.5% | |
| TRANSAMERICA LARGE CAP GROWTH RET A TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 138 | Pooled Separate Account | — | $2K | $310K | 8.9% | |
| STATE STEET PRTN SERIES WITH TA AGG TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | $8K | $247K | 7.1% | |
| JPMORGAN EQUITY INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 579 | Pooled Separate Account | — | $4K | $230K | 6.6% | |
| Notes receivable from participants * Various Interest rates from 5.25% to 10.5% | Bonds / Notes | — | — | $142K | 4.1% | |
| VANGUARD SMALL-CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $140K | 4.0% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $139K | 4.0% | |
| LORD ABBETT TOTAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 584 | Pooled Separate Account | — | $7K | $134K | 3.9% | |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | $5K | $132K | 3.8% | |
| Transamerica Financial Life Insurance Company Stable Value Core Account 9,262 units | Stable Value | — | $9K | $117K | 3.4% | |
| INVESCO MAIN STREET MID CAP RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 098 | Pooled Separate Account | — | $1K | $102K | 2.9% | |
| TRANSAMERICA LARGE CAP VALUE RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 477 | Pooled Separate Account | — | — | $96K | 2.8% | |
| ALLSPRING PREMIER LARGE CO GROWTH R TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 671 | Pooled Separate Account | — | $2K | $75K | 2.2% | |
| VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $74K | 2.1% | |
| TRANSAMERICA INTL STOCK RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 539 | Pooled Separate Account | — | $2K | $72K | 2.1% | |
| MORGAN STANLEY INSTL GLOBAL STRAT P TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 664 | Pooled Separate Account | — | $5K | $69K | 2.0% | |
| PRUDENTIAL JENN NATURAL RESOURCES R TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 268 | Pooled Separate Account | — | — | $46K | 1.3% | |
| BLACKROCK HEALTH SCIENCES OPS RET A TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 365 | Pooled Separate Account | — | — | $42K | 1.2% | |
| MACQUARIE SCIENCE AND TECHNOLOGY RE TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 267 | Pooled Separate Account | — | — | $28K | 0.8% | |
| ALLSPRING GOVT SECURITIES RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 507 | Pooled Separate Account | — | $1K | $25K | 0.7% | |
| ALLSPRING PRECIOUS METALS RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 272 | Pooled Separate Account | — | — | $17K | 0.5% | |
| PRUDENTIAL JENNISON UTILITY RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 269 | Pooled Separate Account | — | — | $17K | 0.5% | |
| FRANKLIN MUTUAL FINANCIAL SERVICES TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 266 | Pooled Separate Account | — | — | $5K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
