Winesburg Pallet Company LLC's EIN is 34-1222251.
Download the official 2024 Form 5500 (PDF) for Winesburg Pallet Company LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Winesburg Pallet Company 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORDKEEPER | $950 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVEST FINANCIAL ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2060 Fund C lass K6 | Mutual Funds | — | — | $637K | 16.1% | |
| Fidelity Freedom 2055 Fund C lass K6 | Mutual Funds | — | — | $591K | 14.9% | |
| Fidelity Freedom 2045 Fund C lass K6 | Mutual Funds | — | — | $475K | 12.0% | |
| Fidelity Freedom 2040 Fund C lass K6 | Mutual Funds | — | — | $400K | 10.1% | |
| Fidelity Freedom 2050 Fund C lass K6 | Mutual Funds | — | — | $287K | 7.2% | |
| Fidelity Freedom 2035 Fund C lass K6 | Mutual Funds | — | — | $268K | 6.8% | |
| Fidelity Freedom 2025 Fund C lass K6 | Mutual Funds | — | — | $259K | 6.5% | |
| Fidelity Freedom 2065 Fund C lass K6 | Mutual Funds | — | — | $199K | 5.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $175K | 4.4% | |
| Fidelity Freedom 2030 Fund C lass K6 | Mutual Funds | — | — | $160K | 4.0% | |
| Fidelity Freedom 2015 Fund C lass K6 | Mutual Funds | — | — | $152K | 3.8% | |
| Fidelity Freedom 2020 Fund C lass K6 | Mutual Funds | — | — | $125K | 3.2% | |
| Harbor C apital Harbor C apital Appreciation Instl Fund | Other securities | — | — | $42K | 1.1% | |
| Fidelity Mid-C ap Stock K6 Fund | Mutual Funds | — | — | $35K | 0.9% | |
| Fidelity Government Money Market Fund 303 * Notes Receivable from Participants Loans to Plan participants, interest rates of 10.25% - 10.50% | Mutual Funds | — | — | $29K | 0.7% | |
| Fidelity Freedom 2070 Fund C lass K6 | Mutual Funds | — | — | $20K | 0.5% | |
| olumbia Threadneedle C olumbus Select Large C ap Value Inst3 | Other securities | — | — | $14K | 0.4% | |
| Fidelity Blue C hip Growth K6 Fund | Mutual Funds | — | — | $14K | 0.3% | |
| Fidelity Freedom Income Fund C lass K6 | Mutual Funds | — | — | $13K | 0.3% | |
| Fidelity Small C ap Index Fund | Common Collective Trusts | — | — | $13K | 0.3% | |
| ohen & Steers C ohen & Steers Real Estate Opportunities & Income Fund | Other securities | — | — | $11K | 0.3% | |
| Vanguard Mid-C ap Growth Index Fund Admiral Shares 270 Vanguard Small-C ap Growth Index Fund Admiral Shares 522 Vanguard Small-C ap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $9K | 0.2% | |
| JP Morgan JPMogan U.S. Equity Fund C lass R5 | Other securities | — | — | $9K | 0.2% | |
| DFA International C ore Equity 2 I | Mutual Funds | — | — | $8K | 0.2% | |
| American Funds American Funds New Perspective Fund C lass R5 | Mutual Funds | — | — | $6K | 0.1% | |
| Vanguard Long-Term Investment-Grade Fund Admiral Shares | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Intermediate-Term Treasury Fund Admiral Shares | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Wellington Fund Admiral Shares | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
