Jennifer Brooks signed Weber Marking Systems, Inc. DBA Weber Packaging Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weber Marking Systems, Inc. DBA Weber Packaging Solutions, Inc.'s EIN is 36-2305066.
Download the official 2024 Form 5500 (PDF) for Weber Marking Systems, Inc. DBA Weber Packaging Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weber Marking Systems, Inc. DBA Weber Packaging Solutions, 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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLER COOPER & CO., LTD. | 03-6230506 | — | ACCOUNTANT | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.3M | 16.9% | |
| Guaranteed interest account (held by Delaware Charter Guarantee Trust & Company d/b/a Principal Trust Company) * Principal Life Insurance Co. Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $2.7M | 10.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.5M | 9.9% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.5M | 9.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.4M | 9.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.0M | 8.0% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.6M | 6.4% | |
| TIAA Investments TIAA-CREF Lg-Cp Gr Idx Inst Fd | Common Collective Trusts | — | — | $1.5M | 6.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $654K | 2.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $524K | 2.1% | |
| Vanguard Group Vanguard Dev Mkts Index Adm Fd | Mutual Funds | — | — | $491K | 1.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $431K | 1.7% | |
| Shares of pooled separate accounts (held by Delaware Charter Guarantee Trust & Company d/b/a Principal Trust Company) * Principal Life Insurance Co. Principal Sm Cap S&P 600 Idx SA-Z | Pooled Separate Accounts | — | — | $393K | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $393K | 1.5% | |
| Fidelity Investments Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $369K | 1.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $366K | 1.4% | |
| Vanguard Group Vanguard Value Index Adm Fund | Mutual Funds | — | — | $340K | 1.3% | |
| Participant loans Interest ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $276K | 1.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $256K | 1.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $240K | 0.9% | |
| Vanguard Group Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | — | $232K | 0.9% | |
| MFS Investment Management Mfs Mid-Cap Growth R4 Fund | Mutual Funds | — | — | $191K | 0.7% | |
| Vanguard Group Vanguard Re Index Adm Fund | Mutual Funds | — | — | $180K | 0.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $180K | 0.7% | |
| Vanguard Group Vanguard Midcap Val Idx Adm Fd | Common Collective Trusts | — | — | $171K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $162K | 0.6% | |
| Western Asset Management Co. Western Asset Core Bond I Fd | Common Stocks | — | — | $152K | 0.6% | |
| s (held by Delaware Charter Guarantee & Trust Company d/b/a Principal Trust Company) Dimensional Fund Advisors Dfa Intl Core Equity I Fd | Mutual Funds | — | — | $145K | 0.6% | |
| Fidelity Investments Fidelity Small Cap GR Index Fund | Common Collective Trusts | — | — | $50K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $22K | <0.1% | |
| (E) | Other securities | — | $50K | $22K | <0.1% |
