Kathleen Fitzpatrick signed H.G. Weber & Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H.G. Weber & Co., Inc.'s EIN is 39-0692430.
Download the official 2024 Form 5500 (PDF) for H.G. Weber & Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H.G. Weber & Co., Inc.'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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Trgt Date Retire R6 American Funds 2035 Trgt Date Retire 1,586,364.30 | Mutual Funds | — | $1.6M | $1.5M | 13.6% | |
| American Funds 2040 Trgt Date Retire R6 American Funds 2040 Trgt Date Retire 1,502,256.99 | Mutual Funds | — | $1.5M | $1.4M | 13.0% | |
| American Funds 2030 Target Date Retirement Fund Class R6 Mutual fund | Mutual Funds | — | — | $1.2M | 10.5% | |
| American Funds 2045 Trgt Date Retire R6 American Funds 2045 Trgt Date Retire 1,133,500.82 | Mutual Funds | — | $1.1M | $1.1M | 9.8% | |
| Vanguard 500 Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $925K | 8.4% | |
| American Funds 2050 Target Date Retirement Fund Class R6 Mutual fund | Mutual Funds | — | — | $868K | 7.9% | |
| American Funds 2025 Target Date Retirement Fund Class R6 Mutual fund | Mutual Funds | — | — | $796K | 7.2% | |
| American Funds 2055 Target Date Retirement Fund Class R6 Mutual fund | Mutual Funds | — | — | $535K | 4.8% | |
| Harbor Capital Appreciation Fund R Mutual fund | Other securities | — | — | $487K | 4.4% | |
| American Funds 2020 Target Date Retirement Fund Class R6 Mutual fund | Mutual Funds | — | — | $479K | 4.3% | |
| American Funds 2060 Target Date Retirement Fund Class R6 Mutual fund | Mutual Funds | — | — | $407K | 3.7% | |
| American Funds 2065 Target Date Retirement Fund Class R6 Mutual fund | Mutual Funds | — | — | $281K | 2.5% | |
| MFS Value Fund Class R3 Mutual fund | Mutual Funds | — | — | $191K | 1.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $175K | 1.6% | |
| Dodge & Cox International Stock Fund X Mutual fund | Mutual Funds | — | — | $117K | 1.1% | |
| ONEAMERICA STABLE VALUE FUND MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $95K | 0.9% | |
| T. Rowe Price Integrated US Small Cap Growth Equity Investment Fund Mutual fund | Other securities | — | — | $88K | 0.8% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $72K | 0.7% | |
| Macquarie Small Cap Value Fund Class A Mutual fund | Other securities | — | — | $71K | 0.6% | |
| VALUE Participant Loans Master Participant Loan Master Participant Loan | Participant loans | — | $61K | $61K | 0.6% | |
| American Funds 2070 Target Date Retirement Fund Class R6 Mutual fund | Mutual Funds | — | — | $42K | 0.4% | |
| American Funds EuroPacific Growth Fund Class R6 Mutual fund | Mutual Funds | — | — | $41K | 0.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $38K | 0.3% | |
| American Funds 2015 Target Date Retirement Fund Class R6 Mutual fund | Mutual Funds | — | — | $37K | 0.3% | |
| Metropolitan West Total Return Bond Fund Class M Mutual fund | Other securities | — | — | $33K | 0.3% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $24K | 0.2% | |
| DFA Global Real Estate Securities Portfolio Mutual fund | Mutual Funds | — | — | $10K | <0.1% | |
| BlackRock Inf Prot Bd Inv A BlackRock Inf Prot Bd Inv A | Other securities | — | $2K | $2K | <0.1% | |
| BlackRock Inflation Protected Bond Fund Mutual fund | Other securities | — | — | $2K | <0.1% | |
| Cash and Cash Equivalents | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
