Karen Powell signed Welch Bros., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Welch Bros., Inc.'s EIN is 36-3115602.
Download the official 2024 Form 5500 (PDF) for Welch Bros., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Welch Bros., 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & CO LP | — | ST LOUIS, MO | INVESTMENT ADVISOR | $102K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| HARTFORD ADVANTAGE TK2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $24.1M | 43.4% | |
| Talcott Resolution Life Insurance Company | Common Stocks | — | — | $13.8M | 24.9% | |
| SEPARATE ACCOUNT K2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $13.6M | 24.6% | |
| Hartford Dividend & Growth HLS IB | Other securities | — | — | $8.2M | 14.9% | |
| Hartford Moderate Allocation Investment Opt. R5 | Other securities | — | — | $5.4M | 9.7% | |
| Lord Abbett Total Return A | Mutual Funds | — | — | $3.4M | 6.2% | |
| MFS Blended Research Core Equity R3 | Mutual Funds | — | — | $3.1M | 5.5% | |
| American Funds EuroPacific Growth R3 | Mutual Funds | — | — | $3.0M | 5.4% | |
| Lord Abbett Mid-Cap Stock P | Mutual Funds | — | — | $2.9M | 5.2% | |
| PIMCO Income A | Mutual Funds | — | — | $2.2M | 4.0% | |
| American Funds Growth Fund of America R3 | Mutual Funds | — | — | $1.9M | 3.4% | |
| Lord Abbett Growth Opportunities P | Mutual Funds | — | — | $1.3M | 2.3% | |
| American Funds 2030 Target Date Retirement R3 | Mutual Funds | — | — | $1.1M | 2.0% | |
| Invesco Small Cap Growth A | Mutual Funds | — | — | $964K | 1.7% | |
| Columbia Small Cap Value II A | Other securities | — | — | $960K | 1.7% | |
| Blackrock S & P 500 Index V.I.III | Common Collective Trusts | — | — | $957K | 1.7% | |
| American Funds Fundamental Investors R3 | Mutual Funds | — | — | $909K | 1.6% | |
| Participant loans | Participant loans | — | — | $808K | 1.5% | |
| American Funds 2025 Target Date Retirement R3 | Mutual Funds | — | — | $336K | 0.6% | |
| American Funds 2035 Target Date Retirement R3 | Mutual Funds | — | — | $330K | 0.6% | |
| American Funds 2050 Target Date Retirement R3 | Mutual Funds | — | — | $262K | 0.5% | |
| Invesco Developing Markets A | Mutual Funds | — | — | $248K | 0.4% | |
| American Funds 2045 Target Date Retirement R3 | Mutual Funds | — | — | $244K | 0.4% | |
| American Funds 2055 Target Date Retirement R3 | Mutual Funds | — | — | $22K | <0.1% | |
| American Funds 2010 Target Date Retirement R3 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
