Patty Cooper signed Wilsonart LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wilsonart LLC's EIN is 37-1699313.
Download the official 2024 Form 5500 (PDF) for Wilsonart LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wilsonart LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $310K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index I Fund " | Mutual Funds | — | — | $42.4M | 12.8% | |
| VANGRD TRGT RTIRE 2030 TRST II VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $31.7M | 9.6% | |
| JPMorgan Large Cap Growth R6 Fund " | Other securities | — | — | $31.0M | 9.4% | |
| Vanguard Target Retirement 2035 Trust II Fund " | Mutual Funds | — | — | $28.3M | 8.6% | |
| VANGRD TRGT RTIRE 2035 TRST II VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $28.3M | 8.6% | |
| FEDERATED HERMES CAPITAL PRESERV Y FEDERATED · EIN 22-2712853 / PN 000 | Common Collective Trust | — | — | $22.9M | 6.9% | |
| Vanguard Target Retirement 2025 Trust II Fund " | Mutual Funds | — | — | $18.8M | 5.7% | |
| VANGRD TRGT RTIRE 2025 TRST II VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $18.8M | 5.7% | |
| Vanguard Extended Market Idx I Fund " | Common Collective Trusts | — | — | $17.2M | 5.2% | |
| Vanguard Equity-Income Adm Fund " | Mutual Funds | — | — | $16.0M | 4.8% | |
| American Funds EuroPacific Growth R6 Fund Mutual fund | Mutual Funds | — | — | $13.6M | 4.1% | |
| Vanguard Target Retirement 2040 Trust II Fund " | Mutual Funds | — | — | $13.3M | 4.0% | |
| VANGRD TRGT RTIRE 2040 TRST II VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $13.3M | 4.0% | |
| Participant Loans (3.25% - 8.50%) - | Bonds / Notes | — | — | $10.8M | 3.3% | |
| Participants Notes Receivable with interest rates of 3.25% to 8.50% | Bonds / Notes | — | — | $10.7M | 3.2% | |
| Vanguard Target Retirement 2045 Trust II Fund " | Mutual Funds | — | — | $10.1M | 3.1% | |
| VANGRD TRGT RTIRE 2045 TRST II VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $10.1M | 3.1% | |
| Vanguard Total Bond Market Index I Fund " | Mutual Funds | — | — | $9.1M | 2.7% | |
| JPMorgan Mid Cap Value L Fund " | Other securities | — | — | $8.8M | 2.7% | |
| Vanguard Target Retirement 2050 Trust II Fund " | Mutual Funds | — | — | $7.7M | 2.3% | |
| VANGRD TRGT RTIRE 2050 TRST II VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $7.7M | 2.3% | |
| Neuberger Berman Mid Cap Growth Inst Fund " | Other securities | — | — | $7.7M | 2.3% | |
| Macquarie Small Cap Core Fund " | Other securities | — | — | $7.3M | 2.2% | |
| Vanguard Total Intl Stock Index I Fund " | Mutual Funds | — | — | $6.9M | 2.1% | |
| Fidelity Total Bond K6 Fund " | Mutual Funds | — | — | $6.7M | 2.0% | |
| Vanguard Target Retirement 2055 Trust II Fund " | Mutual Funds | — | — | $5.2M | 1.6% | |
| VANGRD TRGT RTIRE 2055 TRST II VANGUARD · EIN 25-6715091 / PN 001 | Common Collective Trust | — | — | $5.2M | 1.6% | |
| Vanguard Target Retirement 2060 Trust II Fund " | Mutual Funds | — | — | $4.1M | 1.2% | |
| VANGRD TRGT RTIRE 2060 TRST II VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $4.1M | 1.2% | |
| Vanguard Inflation Protected Secs Adm Fund " | Mutual Funds | — | — | $3.7M | 1.1% | |
| VANGUARD TRGT RETMENT 2065 TRUST II VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.9% | |
| Vanguard Target Retirement 2020 Trust II Fund " | Mutual Funds | — | — | $2.3M | 0.7% | |
| VANGRD TRGT RTIRE 2020 TRST II VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.7% | |
| Vanguard Target Retirement Inc. Trust II Fund " | Mutual Funds | — | — | $2.0M | 0.6% | |
| VANGRD TRGT RTIRE INCM TRST II VANGUARD · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.6% | |
| Interest-bearing cash and cash equivalent | Cash / Money Market | — | — | $518K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
