Stacy Sears signed Westerman, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westerman, Inc.'s EIN is 31-4420618.
Download the official 2024 Form 5500 (PDF) for Westerman, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westerman, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $38K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $3.3M | 12.9% | |
| Fidelity Investments Freedom Index 2045 Fund (1) | Mutual Funds | — | — | $2.9M | 11.1% | |
| Fidelity Investments Freedom Index 2040 Fund (1) | Mutual Funds | — | — | $2.7M | 10.5% | |
| Fidelity Investments Freedom Index 2050 Fund (1) | Mutual Funds | — | — | $2.3M | 8.8% | |
| Fidelity Investments Freedom Index 2035 Fund (1) | Mutual Funds | — | — | $2.1M | 8.1% | |
| D&C Stock Fund Class I (1) | Other securities | — | — | $1.7M | 6.7% | |
| Fidelity Investments Freedom Index 2055 Fund (1) | Mutual Funds | — | — | $1.4M | 5.6% | |
| Fidelity Investments 500 Index Fund (1) | Common Collective Trusts | — | — | $989K | 3.8% | |
| Fidelity Investments Freedom Index 2060 Fund (1) | Mutual Funds | — | — | $818K | 3.2% | |
| Fidelity Investments Mid Cap Index Fund (1) | Common Collective Trusts | — | — | $759K | 3.0% | |
| MFS International Diversification Fund (1) | Mutual Funds | — | — | $751K | 2.9% | |
| Fidelity Investments Freedom Index 2030 Fund (1) | Mutual Funds | — | — | $744K | 2.9% | |
| SMALL CAP VAL III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $690K | 2.7% | |
| Participant Loans Interest rates ranging from 4.25% - 9.5% -0- | Bonds / Notes | — | — | $678K | 2.6% | |
| BR TOTAL RETURN 6 GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $577K | 2.2% | |
| Fidelity Investments Freedom Index 2065 Fund (1) | Mutual Funds | — | — | $505K | 2.0% | |
| Fidelity Investments Small Cap Index Fund (1) | Common Collective Trusts | — | — | $428K | 1.7% | |
| EMERGING MKTS II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $407K | 1.6% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $385K | 1.5% | |
| Fidelity Investments Freedom Index 2025 Fund (1) | Mutual Funds | — | — | $323K | 1.3% | |
| Fidelity Investments International Index Fund (1) | Common Collective Trusts | — | — | $320K | 1.2% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $287K | 1.1% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $156K | 0.6% | |
| Fidelity Investments Freedom Index 2020 Fund (1) | Mutual Funds | — | — | $150K | 0.6% | |
| Fidelity Investments Freedom Index Income Fund (1) | Mutual Funds | — | — | $85K | 0.3% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $84K | 0.3% | |
| Fidelity Investments U.S. Bond Index Fund (1) | Common Collective Trusts | — | — | $65K | 0.3% | |
| PIMCO Income Fund Institutional Class (1) | Mutual Funds | — | — | $49K | 0.2% | |
| Fidelity Investments Freedom Index 2015 Fund (1) | Mutual Funds | — | — | $28K | 0.1% | |
| Fidelity Investments Freedom Index 2010 Fund (1) | Mutual Funds | — | — | $18K | <0.1% | |
| Fidelity Investments Government Money Market Fund (1) | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity Investments Freedom Index 2070 Fund (1) | Mutual Funds | — | — | $5K | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $7K |
| — |
