Shannon Buell signed Walther Farms LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Walther Farms LLC's EIN is 38-2035017.
Download the official 2024 Form 5500 (PDF) for Walther Farms LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Walther Farms LLC'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | — | DES MOINES, IA | INVESTMENT ADVISOR | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Fund R3 | Mutual Funds | — | — | $3.0M | 21.9% | |
| American Funds 2045 Target Date Fund R3 | Mutual Funds | — | — | $2.3M | 16.9% | |
| KeyBank EB Managed Guaranteed Investment Contract Fund | Stable Value | — | — | $1.6M | 11.7% | |
| EB MAGIC 50 STABLE VALUE FUND KEYBANK, NA · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $1.6M | 11.7% | |
| American Funds 2040 Target Date Fund R3 | Mutual Funds | — | — | $1.4M | 10.2% | |
| American Funds 2050 Target Date Fund R3 | Mutual Funds | — | — | $1.3M | 9.5% | |
| American Funds 2055 Target Date Fund R3 | Mutual Funds | — | — | $965K | 7.0% | |
| American Funds 2030 Target Date Fund R3 | Mutual Funds | — | — | $886K | 6.5% | |
| American Funds 2060 Target Date Fund R3 | Mutual Funds | — | — | $494K | 3.6% | |
| American Funds 2025 Target Date Fund R3 | Mutual Funds | — | — | $278K | 2.0% | |
| American Funds American Funds Us Government SEC R5E | Mutual Funds | — | — | $188K | 1.4% | |
| American Funds American Funds Invmt Co of Amer R5E | Mutual Funds | — | — | $171K | 1.2% | |
| American Funds AMCAP Fund R5E | Mutual Funds | — | — | $162K | 1.2% | |
| American Funds American Funds Inflation Linked BD R5E | Mutual Funds | — | — | $161K | 1.2% | |
| One to Ten Years | Other securities | — | — | $158K | 1.2% | |
| American Funds 2065 Target Date Fund R3 | Mutual Funds | — | — | $121K | 0.9% | |
| American Funds 2020 Target Date Fund R3 | Mutual Funds | — | — | $120K | 0.9% | |
| American Funds American Funds Washington Mutual R5E | Mutual Funds | — | — | $106K | 0.8% | |
| MFS Blended Research Small Cap EQ R4 | Mutual Funds | — | — | $79K | 0.6% | |
| American Funds 2015 Target Date Fund R3 | Mutual Funds | — | — | $55K | 0.4% | |
| BlackRock High Equity Income Instl | Other securities | — | — | $22K | 0.2% | |
| Invesco Global Real Estate R5 | Mutual Funds | — | — | $21K | 0.2% | |
| American Funds American Funds New World Fund R5E | Mutual Funds | — | — | $17K | 0.1% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $15K | 0.1% | |
| American Funds American Funds Interm BD FD of Amer R5E | Mutual Funds | — | — | $14K | 0.1% | |
| Hartford Funds Hartford Schroders Intl Multi-CP Val R3 | Other securities | — | — | $12K | <0.1% | |
| American Funds American Funds Capital World Bond R5E | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity International Index | Mutual Funds | — | — | $8K | <0.1% | |
| American Funds American Funds Bond Fund of Amer R5E | Mutual Funds | — | — | $7K | <0.1% | |
| IShares S&P 500 Index K | Common Collective Trusts | — | — | $1K | <0.1% | |
| EB MAGIC 95 STABLE VALUE FUND KEYBANK, NA · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
