TINA HOWE signed Bill HOWE Plumbing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bill HOWE Plumbing, Inc.'s EIN is 33-0126972.
Download the official 2024 Form 5500 (PDF) for Bill HOWE Plumbing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bill HOWE Plumbing, 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 |
|---|---|---|---|---|---|
| NORTH AMERICAN KTRADE ALLIANCE | 32-0169227 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSEY ASSET MANAGEMENT | 45-5139913 | — | INVESTMENT | $48K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab PCRA | Self-Directed Brokerage | — | — | $3.6M | 42.1% | |
| Invesco Comstock Fund R6 | Mutual Funds | — | — | $2.2M | 25.9% | |
| Vanguard Balanced Index ADM | Mutual Funds | — | — | $2.0M | 23.7% | |
| Schwab Bank Savings | Mutual Funds | — | — | $340K | 4.0% | |
| Notes Receivable From Participants | Other securities | — | — | $160K | 1.9% | |
| Schwab US Large-Cap Growth | Mutual Funds | — | — | $102K | 1.2% | |
| Fidelity 500 Index Instl | Common Collective Trusts | — | — | $38K | 0.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $20K | 0.2% | |
| Schwab US Aggregate Bond Index Mutual Fund | Mutual Funds | — | — | $16K | 0.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $9K | 0.1% | |
| Vanguard Ultra Short Term | Mutual Funds | — | — | $9K | 0.1% | |
| Fidelity International Index | Mutual Funds | — | — | $7K | <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 |
|---|---|---|---|---|---|
| NATIONAL BENEFIT SERVICES | 20-3886993 | — | ADMINISTRATION | $19K | — |
