Walstrom Marine, Inc.'s EIN is 38-1240624.
Download the official 2024 Form 5500 (PDF) for Walstrom Marine, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Walstrom Marine, 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 |
|---|---|---|---|---|---|
| GREENLEAF TRUST | 38-3416104 | — | TRUSTEE | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2030 Fund I Class N/R | Other securities | — | — | $1.4M | 23.8% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund I Class N/R | Other securities | — | — | $1.0M | 17.4% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund I Class N/R | Other securities | — | — | $790K | 13.7% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund I Class N/R | Other securities | — | — | $538K | 9.3% | |
| Vanguard 500 Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $478K | 8.3% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund I Class N/R | Other securities | — | — | $297K | 5.2% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund C N/R 806 T. Rowe Price T. Rowe Price Retirement 2060 Fund I Class N/R | Other securities | — | — | $255K | 4.4% | |
| William Blair William Blair Large Cap Growth Fund Class N/R | Other securities | — | — | $220K | 3.8% | |
| Vanguard Total Bond Market Index Fund Ad N/R | Common Collective Trusts | — | — | $194K | 3.4% | |
| Vanguard Short-Term Investment-Grade Fund N/R | Mutual Funds | — | — | $191K | 3.3% | |
| Vanguard Total International Stock Index N/R | Mutual Funds | — | — | $142K | 2.5% | |
| Notes receivable from participants 9.25% - 9.50% interest rates, due 2025-2029 0 | Bonds / Notes | — | — | $62K | 1.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $52K | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund I Class N/R | Other securities | — | — | $42K | 0.7% | |
| Vanguard Small Cap Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $30K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund I Class N/R | Other securities | — | — | $29K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund I Class N/R | Other securities | — | — | $17K | 0.3% | |
| BlackRock Equity Dividend Fund K Shares N/R | Other securities | — | — | $14K | 0.2% | |
| Party-in- (b) (c) (d) (e) interest Identity of Party Description Cost Current Value Delware MGT Co Macquarie Emerging Markets Fund Class R6 N/R | Common Stocks | — | — | $7K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund I Class N/R | Other securities | — | — | $6K | 0.1% | |
| Northern Trust Northern Institutional Treasury Portfolio N/R | Other securities | — | — | $4K | <0.1% | |
| PIMCO Total Return Fund Institutional Class N/R | Mutual Funds | — | — | $3K | <0.1% | |
| J.P. Morgan JPMorgan Mid Cap Value Fund Class R6 N/R | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
