Mark Godwin signed W.H. Braum, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
W.H. Braum, Inc.'s EIN is 30-0288982.
Download the official 2024 Form 5500 (PDF) for W.H. Braum, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)W.H. Braum, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF OKLAHOMA | 73-0780382 | — | CONSULTANT | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments | Mutual Funds | — | $6.3M | $10.9M | 19.8% | |
| Fidelity Investments | Mutual Funds | — | $6.5M | $6.5M | 11.8% | |
| T Rowe Price Growth Stock | Mutual Funds | — | $4.1M | $6.3M | 11.3% | |
| Janus Balance Fund Class 1 | Mutual Funds | — | $2.4M | $3.3M | 6.0% | |
| Fidelity Investments | Mutual Funds | — | $2.9M | $2.8M | 5.1% | |
| Fidelity Investments | Mutual Funds | — | $2.6M | $2.6M | 4.6% | |
| Fidelity Investments | Mutual Funds | — | $2.5M | $2.4M | 4.4% | |
| Neuberger Berman Genesis R6 | Other securities | — | $2.0M | $2.1M | 3.9% | |
| Fidelity Investments | Mutual Funds | — | $2.0M | $1.9M | 3.5% | |
| Fidelity Investments | Mutual Funds | — | $1.8M | $1.8M | 3.3% | |
| Fidelity Investments | Mutual Funds | — | $1.8M | $1.8M | 3.2% | |
| Loans to Participants | Participant loans | — | — | $1.7M | 3.1% | |
| Fidelity Investments | Mutual Funds | — | $1.7M | $1.7M | 3.0% | |
| BlackRock Equity Dividend Fund I | Other securities | — | $1.7M | $1.6M | 2.9% | |
| Fidelity Investments | Mutual Funds | — | $1.2M | $1.4M | 2.5% | |
| Fidelity Investments | Mutual Funds | — | $1.5M | $1.4M | 2.5% | |
| Fidelity Investments | Mutual Funds | — | $1.2M | $1.2M | 2.2% | |
| Fidelity Investments | Mutual Funds | — | $812K | $1.1M | 2.0% | |
| Fidelity Investments | Mutual Funds | — | $781K | $750K | 1.4% | |
| Calv SH Dur Income I | Other securities | — | $615K | $610K | 1.1% | |
| Metwest Total Return Bond Fund I | Other securities | — | $494K | $438K | 0.8% | |
| Fidelity Investments | Mutual Funds | — | $448K | $436K | 0.8% | |
| Fidelity Investments | Mutual Funds | — | $178K | $172K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | $156K | $154K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | $127K | $123K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
