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, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $650 | — |
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 | — | — | $914K | 15.0% | |
| AMERICAN FUNDS EUPAC R6 | Registered Investment Companies | — | — | $797K | 13.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $702K | 11.5% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $667K | 11.0% | |
| DIAMOND HILL LARGE CAP FUND Y | Registered Investment Companies | — | — | $658K | 10.8% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $485K | 8.0% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $279K | 4.6% | |
| BLACKROCK EMERGING MARKETS K | Registered Investment Companies | — | — | $256K | 4.2% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $219K | 3.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $217K | 3.6% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $186K | 3.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $183K | 3.0% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $125K | 2.1% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $77K | 1.3% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $46K | 0.8% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $17K | 0.3% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $9K | 0.1% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $2K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| METLIFE REL SV SER 25157 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | 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.
