Rebecca Campbell signed Wiley Metal Fabricating, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wiley Metal Fabricating, Inc.'s EIN is 35-1536670.
Download the official 2024 Form 5500 (PDF) for Wiley Metal Fabricating, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wiley Metal Fabricating, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE 100 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $928K | 24.7% | |
| INVESCO EQUITY AND INCOME R | Registered Investment Companies | — | — | $472K | 12.6% | |
| AMERICAN FUNDS AMCAP R2E | Registered Investment Companies | — | — | $245K | 6.5% | |
| JPMORGAN MID CAP GROWTH R2 | Registered Investment Companies | — | — | $221K | 5.9% | |
| INVESCO CORE PLUS BOND R | Registered Investment Companies | — | — | $209K | 5.6% | |
| BLACKROCK LOW DURATION BOND R 18 REGISTERED INVESTMENT COMPANY INTL GROWTH AND INCOME R2E | Registered Investment Companies | — | — | $203K | 5.4% | |
| AMF AMERICAN MUTUAL R2E | Registered Investment Companies | — | — | $196K | 5.2% | |
| JPMORGAN MID CP VL - R2 | Registered Investment Companies | — | — | $111K | 3.0% | |
| BLACKROCK LIFEPATH RET R 36 REGISTERED INVESTMENT COMPANY UNDISCOVERED MGRS BHVR VAL R2 | Registered Investment Companies | — | — | $99K | 2.6% | |
| BLACKROCK LIFEPATH 2040 R | Registered Investment Companies | — | — | $92K | 2.5% | |
| JPMORGAN CORE BOND - R2 | Registered Investment Companies | — | — | $88K | 2.3% | |
| BLACKROCK LIFEPATH 2050 R | Registered Investment Companies | — | — | $77K | 2.0% | |
| BLACKROCK TOTAL RETURN - R | Registered Investment Companies | — | — | $76K | 2.0% | |
| AMERICAN FUNDS NEW WORLD R2E | Registered Investment Companies | — | — | $75K | 2.0% | |
| AB GLOBAL RE INVESTMENT R | Registered Investment Companies | — | — | $74K | 2.0% | |
| FRANKLIN SM CAP GR R | Registered Investment Companies | — | — | $68K | 1.8% | |
| INVESCO MAIN STREET R | Registered Investment Companies | — | — | $66K | 1.8% | |
| CLEARBRIDGE LARGE CAP VALUE R | Registered Investment Companies | — | — | $62K | 1.7% | |
| FUNDAMENTAL INVESTORS R2E | Registered Investment Companies | — | — | $61K | 1.6% | |
| LORD ABBETT HIGH YIELD FD -R3 | Registered Investment Companies | — | — | $60K | 1.6% | |
| FRANKLIN GROWTH FUND - R | Registered Investment Companies | — | — | $54K | 1.4% | |
| AMERICAN US GOVT SEC R2E | Registered Investment Companies | — | — | $50K | 1.3% | |
| BLACKROCK LPD 2060 R | Registered Investment Companies | — | — | $49K | 1.3% | |
| BLACKROCK LIFEPATH 2035 R | Registered Investment Companies | — | — | $19K | 0.5% | |
| BLACKROCK LIFEPATH 2045 R | Registered Investment Companies | — | — | $7K | 0.2% | |
| BLACKROCK LIFEPATH 2055 R | Registered Investment Companies | — | — | $4K | 0.1% | |
| BLACKROCK LIFEPATH 2030 R | 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.
| $17K |
| — |
