IAN Salisbury signed Western National Properties DBA Western National Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Western National Properties DBA Western National Group's EIN is 33-0848232.
Download the official 2024 Form 5500 (PDF) for Western National Properties DBA Western National Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Western National Properties DBA Western National Group'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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $95K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MNGT | $84K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $7.7M | 13.2% | |
| Franklin Growth Fund Adv | Mutual Funds | — | — | $6.6M | 11.3% | |
| Empower Mod Profile Fund Inst | Other securities | — | — | $4.6M | 7.9% | |
| Input (a) similar party maturity value (d) Cost (e) Current value Guaranteed Interest * Great-West Life & Annuity Key Guaranteed Portfolio | Other securities | — | — | $4.1M | 7.1% | |
| Empower Agg Profile Fund Inst | Other securities | — | — | $2.9M | 4.9% | |
| BlackRock Equity Dividend K | Other securities | — | — | $2.3M | 4.0% | |
| American Funds EuroPacific GR R6 | Mutual Funds | — | — | $2.2M | 3.7% | |
| American Funds Capital World G/I R6 | Mutual Funds | — | — | $2.0M | 3.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.9M | 3.2% | |
| MFS Lifetime 2030 R3 | Mutual Funds | — | — | $1.7M | 2.9% | |
| MFS Lifetime 2040 R3 | Mutual Funds | — | — | $1.6M | 2.7% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $1.5M | 2.6% | |
| Pioneer Bond Y | Other securities | — | — | $1.5M | 2.6% | |
| Empower Mod Con Profile Fund Inst | Other securities | — | — | $1.3M | 2.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.3M | 2.2% | |
| Empower Con Profile Fund Inst | Other securities | — | — | $1.3M | 2.2% | |
| Nuveen Inflation Linked Bond | Mutual Funds | — | — | $1.3M | 2.1% | |
| Victory Sycamore Established Value A | Other securities | — | — | $1.2M | 2.1% | |
| Insurance Plau Notes Receivable Participants * Participant Loans Interest rates ranging from $0 | Participant loans | — | — | $1.2M | 2.0% | |
| R6 American Funds American Balanced R6 | Mutual Funds | — | — | $1.1M | 1.8% | |
| MFS Lifetime 2035 R3 | Mutual Funds | — | — | $966K | 1.7% | |
| American Funds New World R6 | Mutual Funds | — | — | $956K | 1.6% | |
| MFS Lifetime 2045 R3 | Mutual Funds | — | — | $899K | 1.5% | |
| Hartford International Opportunities | Other securities | — | — | $878K | 1.5% | |
| Value R3 MFS Lifetime 2025 R3 | Mutual Funds | — | — | $692K | 1.2% | |
| MFS Lifetime 2055 R3 | Mutual Funds | — | — | $617K | 1.1% | |
| PGIM High Yield R6 | Other securities | — | — | $605K | 1.0% | |
| Principal Global Real Estate Sec Inst | Other securities | — | — | $473K | 0.8% | |
| MFS Lifetime 2060 R3 | Mutual Funds | — | — | $458K | 0.8% | |
| MFS Lifetime 2050 R3 | Mutual Funds | — | — | $454K | 0.8% | |
| PIMCO Income Instl | Mutual Funds | — | — | $434K | 0.7% | |
| Account Fund - Mutual Funds - All Spring Special Small Cap Value | Other securities | — | — | $375K | 0.6% | |
| Fidelity Small Cap Growth | Mutual Funds | — | — | $308K | 0.5% | |
| Vanguard Energy Fund | Mutual Funds | — | — | $292K | 0.5% | |
| Input (a) similar party maturity value (d) Cost (e) Current value Mutual Funds (Continued) MFS Lifetime Income R3 | Mutual Funds | — | — | $181K | 0.3% | |
| R6 Lord Abbett Short Duration Income | Mutual Funds | — | — | $172K | 0.3% | |
| MFS International Intrinsic | Mutual Funds | — | — | $145K | 0.2% | |
| * Empower Annuity PIMCO International Bond | Pooled Separate Accounts | — | — | $119K | 0.2% | |
| INTERNATIONAL BOND PLUS /PIMCO FUND EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 790 | Pooled Separate Account | — | — | $119K | 0.2% | |
| Empower Mod Agg Profile Fund Inst | Other securities | — | — | $54K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP | — | TORRANCE, CA | CONTRACT ADMIN | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARCUM LLP | — | PROVIDENCE, RI | AUDITOR | $21K | — |
