Mary Brooking signed Weiler Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weiler Engineering, Inc.'s EIN is 36-2419809.
Download the official 2024 Form 5500 (PDF) for Weiler Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weiler Engineering, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $6.0M | 16.5% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $4.0M | 11.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $3.7M | 10.3% | |
| Principal Global Investors Mid Cap Separate Account (5,689 units) | Pooled Separate Accounts | — | — | $3.3M | 9.0% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $3.3M | 9.0% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $2.5M | 7.0% | |
| LA Capital Management/Victory Mid Cap Value I Separate Account (22,880 units) | Pooled Separate Accounts | — | — | $2.0M | 5.6% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $2.0M | 5.6% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $1.9M | 5.2% | |
| Principal Global Investors Small Cap Separate Account (5,296 units) | Pooled Separate Accounts | — | — | $1.7M | 4.6% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $1.7M | 4.6% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.6M | 4.5% | |
| Principal Global Investors/DFA International Small Cap Separate Account (8,373 units) | Pooled Separate Accounts | — | — | $1.2M | 3.4% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $1.2M | 3.4% | |
| Principal Life Insurance | Other securities | — | — | $1.2M | 3.3% | |
| Principal Global Investors Diversified International Separate Account (7,599 units) | Pooled Separate Accounts | — | — | $993K | 2.7% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $993K | 2.7% | |
| PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $968K | 2.7% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $787K | 2.2% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $638K | 1.8% | |
| Alliance Bernstein/Brown/Emerald Small Cap Growth I Separate Account (10,944 units) | Pooled Separate Accounts | — | — | $610K | 1.7% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $610K | 1.7% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $479K | 1.3% | |
| Principal Financial Group Inc. Stock Separate Account (5,731 units) | Pooled Separate Accounts | — | — | $395K | 1.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $395K | 1.1% | |
| 5-year maturity account 12/31/2026 1.20% to 2.68% | Bonds / Notes | — | — | $378K | 1.0% | |
| Principal Mid Cap S&P 400 Index Separate Account (3,386 units) | Pooled Separate Accounts | — | — | $371K | 1.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $371K | 1.0% | |
| PRIN HIGH INCOME SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | — | — | $354K | 1.0% | |
| DFA/Vaughan/LA Capital Management Small Cap Value II Separate Account (5,833 units) | Pooled Separate Accounts | — | — | $315K | 0.9% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $315K | 0.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $264K | 0.7% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $241K | 0.7% | |
| 2-year maturity account 12/31/2025 5.44% to 5.59% | Bonds / Notes | — | — | $213K | 0.6% | |
| Principal Global Investors Government and High Quality Bond Separate Account (6,181 units) | Pooled Separate Accounts | — | — | $186K | 0.5% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $186K | 0.5% | |
| 5-year maturity account 12/31/2025 0.76% to 0.76% | Bonds / Notes | — | — | $176K | 0.5% | |
| Participants Participant notes receivable (interest rates range from 3.25% to 8.50% with maturities through 2030) | Bonds / Notes | — | — | $165K | 0.5% | |
| 2-year maturity account 12/31/2024 4.72% to 4.92% | Bonds / Notes | — | — | $142K | 0.4% | |
| 5-year maturity account 12/31/2027 4.80% to 4.85% | Bonds / Notes | — | — | $131K | 0.4% | |
| 5-year maturity account 12/31/2028 5.06% to 5.1% | Bonds / Notes | — | — | $95K | 0.3% | |
| Company Capital Research and Management Company American Funds New Economy R6 Fund (1,418 units) | Mutual Funds | — | — | $88K | 0.2% | |
| Capital Research and Management Company American Funds NewWorld R6 Fund (135 units) | Mutual Funds | — | — | $60K | 0.2% | |
| 5-year maturity account 12/31/2024 1.42% to 1.48% | Bonds / Notes | — | — | $44K | 0.1% | |
| Black Rock Financial Management, Inc. Inflation Protection Separate Account (2,735 units) | Pooled Separate Accounts | — | — | $40K | 0.1% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $40K | 0.1% | |
| (E) | Other securities | — | $40K | $33K | <0.1% | |
| Principal LifeTime Strategic Income Separate Account (1,100 units) | Pooled Separate Accounts | — | — | $33K | <0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $33K | <0.1% | |
| Principal Global Investors Mid Cap Growth Separate Account (125 units) | Pooled Separate Accounts | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
