GREG Lyons signed WS Acquisition LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WS Acquisition LLC's EIN is 32-0394265.
Download the official 2023 Form 5500 (PDF) for WS Acquisition LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)WS Acquisition LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | NONE | $12K | — |
| ASCENSUS, LLC | 11-3665754 | — | NONE | $4 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROEHL & YI | — | EUGENE, OR | NONE |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL LIFETIME HYBRID 2035 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $999K | 21.0% | |
| PRINCIPAL LIFETIME HYBRID 2045 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $796K | 16.7% | |
| PRINCIPAL LIFETIME HYBRID 2040 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $779K | 16.3% | |
| Vanguard 500 Index Adm 617.527 shares, Registered Investment Company | Common Collective Trusts | — | — | $272K | 5.7% | |
| PRINCIPAL LIFETIME HYBRID 2050 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $262K | 5.5% | |
| PRINCIPAL LIFETIME HYBRID 2020 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $208K | 4.4% | |
| PRINCIPAL LIFETIME HYBRID 2030 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $200K | 4.2% | |
| PRINCIPAL LIFETIME HYBRID 2025 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $141K | 3.0% | |
| American Funds New World R6 1,570.925 shares, Registered Investment Company | Mutual Funds | — | — | $118K | 2.5% | |
| PARTICIPANT LOANS Interest 5.25% - 10.50% -0- | Bonds / Notes | — | — | $109K | 2.3% | |
| AMG Yacktman Fund I 4,627.985 shares, Registered Investment Company | Common Stocks | — | — | $108K | 2.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $67K | 1.4% | |
| Vanguard Mid Cap Index Adm 233.416 shares, Registered Investment Company | Mutual Funds | — | — | $67K | 1.4% | |
| PRINCIPAL LIFETIME HYBRID 2055 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $59K | 1.2% | |
| PRINCIPAL LIFETIME HYBRID INC CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $59K | 1.2% | |
| Vanguard Small-Cap Index Adm 561.827 shares, Registered Investment Company | Mutual Funds | — | — | $57K | 1.2% | |
| Vanguard Equity Income Adm 538.137 shares, Registered Investment Company | Mutual Funds | — | — | $45K | 1.0% | |
| JPMorgan Mid Cap Value R6 1,260.460 shares, Registered Investment Company | Common Stocks | — | — | $45K | 0.9% | |
| PRINCIPAL LIFETIME HYBRID 2065 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $16K | 0.3% | |
| PRINCIPAL LIFETIME HYBRID 2060 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $11K | 0.2% | |
| American Funds EuroPacific Gr R6 204.330 shares, Registered Investment Company | Mutual Funds | — | — | $11K | 0.2% | |
| Principal Global Multi-Strategy Instl 993.326 shares, Registered Investment Company | Common Stocks | — | — | $10K | 0.2% | |
| BlackRock High Yield Bond K 1,374.928 shares, Registered Investment Company | Common Stocks | — | — | $10K | 0.2% | |
| Principal Diversified Real Asset Instl 795.336 shares, Registered Investment Company | Common Stocks | — | — | $9K | 0.2% | |
| Virtus KAR Small-Cap Value R6 347.785 shares, Registered Investment Company | Common Stocks | — | — | $8K | 0.2% | |
| Vanguard Developed Mkts Index Adm 411.767 shares, Registered Investment Company | Mutual Funds | — | — | $6K | 0.1% | |
| PRINCIPAL LIFETIME HYBRID 2015 CIT PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $5K | 0.1% | |
| Vanguard Real Estate Index Adm 32.282 shares, Registered Investment Company | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Total Bond Market Index Adm 408.950 shares, Registered Investment Company | Mutual Funds | — | — | $4K | <0.1% | |
| PIMCO Income Instl 306.382 shares, Registered Investment Company | Mutual Funds | — | — | $3K | <0.1% | |
| PIMCO Intl Bond (USDHedged) I 277.091 shares, Registered Investment Company | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $14K |
| — |
| KERNUTT STOKES LLP | 93-0396435 | — | NONE | $2K | — |
