Katie Norris signed Wenthe-Davidson Engineering Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wenthe-Davidson Engineering Co.'s EIN is 39-0696715.
Download the official 2024 Form 5500 (PDF) for Wenthe-Davidson Engineering Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wenthe-Davidson Engineering Co.'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 |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund - X Registered Investment Company | Mutual Funds | — | — | $1.8M | 11.3% | |
| T. Rowe Price Retirement Fund 2030 Registered Investment Company | Common Stocks | — | — | $1.7M | 11.0% | |
| Vanguard 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $1.2M | 7.6% | |
| Baird Core Plus Bond Fund Class Institutional Registered Investment Company | Common Stocks | — | — | $1.1M | 6.8% | |
| T. Rowe Price Blue Chip Growth Fund I Class Registered Investment Company | Common Stocks | — | — | $990K | 6.3% | |
| T. Rowe Price Retirement Fund 2050 Registered Investment Company | Common Stocks | — | — | $930K | 5.9% | |
| T. Rowe Price Retirement Fund 2040 Registered Investment Company | Common Stocks | — | — | $807K | 5.1% | |
| T. Rowe Price Retirement Fund 2035 Registered Investment Company | Common Stocks | — | — | $687K | 4.4% | |
| American Fds Washington Mutual Investors Fund Registered Investment Company | Common Stocks | — | — | $604K | 3.8% | |
| T. Rowe Price Retirement Fund 2060 Registered Investment Company | Common Stocks | — | — | $579K | 3.7% | |
| Vanguard Short-Term Investment-Grade Fund Registered Investment Company | Mutual Funds | — | — | $577K | 3.7% | |
| Vanguard Mid Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $408K | 2.6% | |
| ASSOCIATED STABLE VALUE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6571683 / PN 001 | Common Collective Trust | — | — | $390K | 2.5% | |
| T. Rowe Price Retirement Fund 2045 Registered Investment Company | Common Stocks | — | — | $378K | 2.4% | |
| MFS New Discovery Value Fund Registered Investment Company ** 257 MFS Mid Cap Growth Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $368K | 2.3% | |
| American Funds The Growth Fund of America Registered Investment Company | Mutual Funds | — | — | $355K | 2.3% | |
| Oakmark Fund Registered Investment Company | Common Stocks | — | — | $350K | 2.2% | |
| MFS Mid Cap Value Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $349K | 2.2% | |
| Dodge & Cox Income Fund Registered Investment Company | Mutual Funds | — | — | $313K | 2.0% | |
| Vanguard Value Index Registered Investment Company | Mutual Funds | — | — | $278K | 1.8% | |
| Participant Loans Receivable Interest rates 5.25% to 10.50% -0- | Bonds / Notes | — | — | $259K | 1.6% | |
| Wasatch Core Growth Fund Registered Investment Company | Common Stocks | — | — | $219K | 1.4% | |
| MFS International Diversification Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $209K | 1.3% | |
| Vanguard Total International Stock Index Registered Investment Company | Mutual Funds | — | — | $193K | 1.2% | |
| T. Rowe Price Retirement Fund 2020 Registered Investment Company | Common Stocks | — | — | $189K | 1.2% | |
| T. Rowe Price Retirement Fund 2025 Registered Investment Company | Common Stocks | — | — | $134K | 0.9% | |
| Vanguard Small Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $103K | 0.7% | |
| Fidelity International Appreciation Fund K6 Registered Investment Company | Mutual Funds | — | — | $82K | 0.5% | |
| T. Rowe Price Retirement Fund 2015 Registered Investment Company | Common Stocks | — | — | $50K | 0.3% | |
| Goldman Sachs Govt MM Inst Fund Interest Bearing cash | Cash / Money Market | — | — | $41K | 0.3% | |
| T. Rowe Price Retirement Fund 2055 Registered Investment Company | Common Stocks | — | — | $36K | 0.2% | |
| T. Rowe Price Retirement Fund 2065 Registered Investment Company | Common Stocks | — | — | $16K | <0.1% | |
| Vanguard International Value Fund Investor Shares Registered Investment Company | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds EuroPacific Growth Fund Class Registered Investment Company | Mutual Funds | — | — | $5K | <0.1% | |
| T. Rowe Price Retirement Fund 2010 Registered Investment Company | Common Stocks | — | — | $5K | <0.1% | |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
