Walor North America, Inc.'s EIN is 31-1239333.
Download the official 2024 Form 5500 (PDF) for Walor North America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Walor North America, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SIEKMANN COMPANY | 31-0995736 | — | RIA, TPA FEES | $615 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity U.S. Bond Index Mutual Fund | Mutual Funds | — | — | $1.9M | 18.7% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $1.8M | 17.6% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $1.5M | 14.7% | |
| American Funds Amer Balanced R6 Mutual Fund | Mutual Funds | — | — | $1.3M | 12.6% | |
| Standard Stable Asset C Investment Contract | Other securities | — | — | $951K | 9.3% | |
| Alliance Bern Large Cap Growth Mutual Fund | Other securities | — | — | $836K | 8.2% | |
| Putnam Large Cap Value Y Mutual Fund | Mutual Funds | — | — | $823K | 8.1% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $497K | 4.9% | |
| MFS Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $300K | 2.9% | |
| Janus Henderson Enterprise N Mutual Fund | Mutual Funds | — | — | $279K | 2.7% | |
| MFS International Growth R5 Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Clearbridge Small Cap GR IS Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| JOHN HANCOCK STABLE VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD RINANCIAL INVESTMENT ADVIS | 82-0759826 | — | NONE | $27K | — |
