JUDY Pierson signed Wilhelm Construction, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wilhelm Construction, Inc.'s EIN is 35-2121830.
Download the official 2024 Form 5500 (PDF) for Wilhelm Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wilhelm Construction, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADV | 82-0759826 | — | INVESTMENT ADVISOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Fund Institutional Premium Class 207,200 | Mutual Funds | — | — | $5.1M | 11.9% | |
| REGISTERED INVESTMENT COMPANIES American Century Strategic Allocation Aggressive Fund R6 599,660 | Other securities | — | — | $4.6M | 10.9% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class 137,546 | Mutual Funds | — | — | $3.6M | 8.4% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class 125,311 | Mutual Funds | — | — | $2.7M | 6.3% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class 92,701 | Mutual Funds | — | — | $2.4M | 5.6% | |
| Fidelity 500 Index Fund 10,590 | Common Collective Trusts | — | — | $2.2M | 5.1% | |
| JPMorgan Large Cap Growth Fund R6 23,136 | Other securities | — | — | $1.9M | 4.5% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class 94,607 | Mutual Funds | — | — | $1.9M | 4.5% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class 98,777 | Mutual Funds | — | — | $1.8M | 4.3% | |
| Prudential Guaranteed Income Fund 53,339 | Other securities | — | — | $1.5M | 3.5% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class 81,572 | Mutual Funds | — | — | $1.5M | 3.5% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class 57,886 | Mutual Funds | — | — | $1.4M | 3.2% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class 75,833 | Mutual Funds | — | — | $1.1M | 2.6% | |
| JPMorgan Equity Income Fund R6 42,973 | Other securities | — | — | $1.0M | 2.4% | |
| American Century Strategic Allocation Moderate Fund R6 154,269 | Other securities | — | — | $983K | 2.3% | |
| MFS Growth Fund Class R6 4,534 | Mutual Funds | — | — | $923K | 2.2% | |
| Fidelity Mid Cap Index Fund 26,312 | Common Collective Trusts | — | — | $889K | 2.1% | |
| Fidelity Small Cap Index Fund 29,504 | Common Collective Trusts | — | — | $817K | 1.9% | |
| American Funds Balanced Fund R6 23,337 | Mutual Funds | — | — | $802K | 1.9% | |
| Fidelity International Index Fund 16,391 | Common Collective Trusts | — | — | $779K | 1.8% | |
| JPMorgan U.S. Equity Fund R6 24,405 | Other securities | — | — | $610K | 1.4% | |
| Victory Sycamore Established Value Fund R6 11,978 | Other securities | — | — | $551K | 1.3% | |
| WCM Focused International Growth Institutional Fund 22,485 | Other securities | — | — | $489K | 1.1% | |
| JPMorgan Core Bond Fund Class R6 41,282 | Other securities | — | — | $418K | 1.0% | |
| American Century Strategic Allocation Conservative Fund R6 71,031 | Other securities | — | — | $384K | 0.9% | |
| Avantis US Small Cap Value IS 19,946 | Other securities | — | — | $340K | 0.8% | |
| MFS Mid Cap Growth Fund Class R6 10,621 | Mutual Funds | — | — | $334K | 0.8% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest from 4.25% to 9.50%, with maturities through June 2032 0 | Bonds / Notes | — | — | $314K | 0.7% | |
| Fidelity Freedom Index 2020 Fund Institutional Premium Class 19,073 | Mutual Funds | — | — | $301K | 0.7% | |
| Fidelity International Small Cap Fund 8,691 | Mutual Funds | — | — | $266K | 0.6% | |
| BlackRock High Yield Bond Fund K 31,271 | Other securities | — | — | $222K | 0.5% | |
| Fidelity Small Cap GR K6 9,121 | Mutual Funds | — | — | $163K | 0.4% | |
| Fidelity U.S. Bond Index Fund 13,566 | Common Collective Trusts | — | — | $139K | 0.3% | |
| BlackRock Inflation Protected Bond Fund K 11,538 | Other securities | — | — | $109K | 0.3% | |
| Hartford Intl Value Fund R6 4,907 | Other securities | — | — | $89K | 0.2% | |
| Janus Henderson Development World Bond N 7,890 | Mutual Funds | — | — | $61K | 0.1% | |
| Fidelity Freedom Index 2015 Fund Institutional Premium Class 1,615 | Mutual Funds | — | — | $23K | <0.1% | |
| MONEY MARKET FUND SHARES * Fidelity Government Money Market Fund 10,865 | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Freedom Index 2010 Fund Institutional Premium Class 303 | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Freedom Index 2070 Fund Institutional Premium Class 107 | 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.
