RON Townsend signed Williams FORM Engineering Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Williams FORM Engineering Corporation's EIN is 38-1175280.
Download the official 2024 Form 5500 (PDF) for Williams FORM Engineering Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Williams FORM Engineering Corporation'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 |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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 |
|---|---|---|---|---|---|
| RPA FINANCIAL, LLC | 83-1143379 | — | INVESTMENT ADVISORY | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Index Growth Index Fund Admiral Fund # | Common Collective Trusts | — | — | $3.3M | 12.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.6M | 10.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.5M | 9.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.6M | 6.3% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.5M | 5.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.3M | 4.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.2M | 4.9% | |
| Principal Life Insurance Principal Mid Cap S&P 400 Index Company Account # | Common Stocks | — | — | $1.1M | 4.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.1M | 4.3% | |
| s * Principal Life Insurance Principal Income Separate Company Account # | Pooled Separate Accounts | — | — | $1.1M | 4.2% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $1.1M | 4.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $970K | 3.8% | |
| American Funds Service American Funds EuroPacific Growth Company R6 Fund # | Mutual Funds | — | — | $847K | 3.3% | |
| Investment Contract^ * Principal Life Insurance Principal Fixed Income Guaranteed Option Company # | Common Stocks | — | — | $816K | 3.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $811K | 3.2% | |
| JPMorgan Funds JPMorgan US Equity R6 Fund # | Other securities | — | — | $760K | 3.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $722K | 2.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $688K | 2.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $517K | 2.0% | |
| BlackRock Global Allocation Fund # | Other securities | — | — | $446K | 1.7% | |
| Eagle Financial Services, Carillon Eagle Mid Cap Growth Inc. R6 Fund # | Common Stocks | — | — | $358K | 1.4% | |
| American Century American Century Mid Cap Value I Investments Fund # | Mutual Funds | — | — | $329K | 1.3% | |
| Participant Loans * Participant Notes Participant notes receivable maturing Receivable at various dates through January 2035 at rates ranging from 5.25% to 10.50% # | Bonds / Notes | — | — | $327K | 1.3% | |
| American Century American Century Inflation Adjusted Investments Bond R5 Fund # | Other securities | — | — | $273K | 1.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $229K | 0.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $184K | 0.7% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $151K | 0.6% | |
| Federated Investors Federated MDT Small Cap Funds Core Inst Fund # | Other securities | — | — | $149K | 0.6% | |
| TIAA Investments Nuveen Emerging Markets Equity Index Fund # | Common Collective Trusts | — | — | $146K | 0.6% | |
| American Funds Service American Funds Smallcap World Company Fund Inc # | Mutual Funds | — | — | $143K | 0.6% | |
| Eagle Financial Services, Carillon Eagle Small Cap Growth Inc. R6 Fund # | Common Stocks | — | — | $142K | 0.6% | |
| Invesco Funds Group Invesco Small Cap Value Y Fund # | Mutual Funds | — | — | $87K | 0.3% | |
| (E) | Other securities | — | — | $57K | 0.2% | |
| PIMCO Funds PIMCO Commodity Real Return Strategic A Fund # | Mutual Funds | — | — | $57K | 0.2% | |
| Principal Global Investors Principal Trust Lifetime Hybrid Z Trust Company # | Common Stocks | — | — | $42K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $42K | 0.2% | |
| Federated Securities Federated Management Small Cap Corporation Growth Inst Fund # | Common Stocks | — | — | $18K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $13K | <0.1% |
