Olivia Brooks signed Webster Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Webster Industries, Inc.'s EIN is 34-1059179.
Download the official 2024 Form 5500 (PDF) for Webster Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Webster Industries, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.2M | 14.1% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $1.8M | 11.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $1.8M | 11.4% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.7M | 11.2% | |
| DIAMOND HILL LARGE CAP FUND Y | Registered Investment Companies | — | — | $1.6M | 10.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $1.5M | 9.5% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $644K | 4.2% | |
| TRP RETIREMENT 2010 I 109 REGISTERED INVESTMENT COMPANY BLACKROCK EMERGING MARKETS K | Registered Investment Companies | — | — | $606K | 3.9% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $577K | 3.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $571K | 3.7% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $512K | 3.3% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $432K | 2.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $419K | 2.7% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $367K | 2.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $191K | 1.2% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $37K | 0.2% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $35K | 0.2% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $32K | 0.2% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $5K | <0.1% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
