Julie Peterson signed WELD-Rite Service, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WELD-Rite Service, Inc.'s EIN is 36-2841861.
Download the official 2024 Form 5500 (PDF) for WELD-Rite Service, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WELD-Rite Service, Inc.'s plan includes profit-sharing, a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature.
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 | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EAGLE WEALTH MANAGEMENT LLC | 37-6426151 | — | ADVISOR | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| (1) Fidelity Technology | Mutual Funds | — | — | $1.5M | 17.1% | |
| (1) Fidelity Freedom 2035 | Mutual Funds | — | — | $1.2M | 13.5% | |
| (1) Fidelity Large Cap | Mutual Funds | — | — | $679K | 8.0% | |
| (1) Fidelity Freedom 2025 | Mutual Funds | — | — | $621K | 7.3% | |
| (1) Fidelity 500 Index | Common Collective Trusts | — | — | $554K | 6.5% | |
| (1) Fidelity Small Cap | Mutual Funds | — | — | $477K | 5.6% | |
| (1) Fidelity Diversified International | Mutual Funds | — | — | $441K | 5.2% | |
| (1) Fidelity Freedom 2065 974 (1) Fidelity Leveraged Company Stock | Mutual Funds | — | — | $434K | 5.1% | |
| (1) Fidelity Government Income | Mutual Funds | — | — | $430K | 5.0% | |
| (1) Fidelity Freedom 2050 | Mutual Funds | — | — | $254K | 3.0% | |
| Heartland Value Plus | Other securities | — | — | $253K | 3.0% | |
| (1) Fidelity Strategic Income | Mutual Funds | — | — | $232K | 2.7% | |
| American Funds Washington Mutual Investors | Mutual Funds | — | — | $210K | 2.5% | |
| (1) Fidelity Freedom 2040 | Mutual Funds | — | — | $189K | 2.2% | |
| AllianceBernstein Global Risk Allocation | Other securities | — | — | $149K | 1.7% | |
| (1) Fidelity Freedom 2060 | Mutual Funds | — | — | $142K | 1.7% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $133K | 1.6% | |
| (1) Fidelity New Insights | Mutual Funds | — | — | $121K | 1.4% | |
| (1) Fidelity Equity Income | Mutual Funds | — | — | $104K | 1.2% | |
| Vanguard S&P 500 Index | Common Collective Trusts | — | — | $103K | 1.2% | |
| (1) Fidelity Freedom 2030 | Mutual Funds | — | — | $58K | 0.7% | |
| (1) Fidelity Freedom 2045 | Mutual Funds | — | — | $35K | 0.4% | |
| (1) Fidelity Freedom 2015 | Mutual Funds | — | — | $33K | 0.4% | |
| Money Market (1) Fidelity Government Money Market Fund | Mutual Funds | — | — | $33K | 0.4% | |
| (1) Fidelity Freedom 2055 | Mutual Funds | — | — | $27K | 0.3% | |
| Columbia Mid Cap Index | Other securities | — | — | $23K | 0.3% | |
| American Funds American Balanced | Mutual Funds | — | — | $22K | 0.3% | |
| (1) Fidelity Freedom 2020 | Mutual Funds | — | — | $18K | 0.2% |
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 |
|---|---|---|---|---|---|
| KLESMAN AND COMPANY | — | PALOS HEIGHTS, IL | AUDIT | $14K | — |
