CHAD Feltz signed West Bend Insurance Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
West Bend Insurance Company's EIN is 39-0698170.
Download the official 2024 Form 5500 (PDF) for West Bend Insurance Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)West Bend Insurance Company's plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $78K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $47.1M | 10.2% | |
| Principal LifeTime Hybrid 2030 Common Collective Trust | Common Collective Trusts | — | — | $42.5M | 9.2% | |
| PLT HYBRID 2060 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $42.5M | 9.2% | |
| PLT HYBRID 2040 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $40.5M | 8.7% | |
| PLT HYBRID 2050 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $40.3M | 8.7% | |
| Fidelity Blue Chip Growth K6 Fund Mutual Fund | Mutual Funds | — | — | $39.3M | 8.5% | |
| PLT HYBRID 2035 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $19.2M | 4.2% | |
| Galliard Stable Return Fund C Common Collective Trust | Common Collective Trusts | — | — | $19.1M | 4.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $19.1M | 4.1% | |
| Dodge & Cox Balanced Fund Mutual Fund | Mutual Funds | — | — | $18.5M | 4.0% | |
| Baird Core Plus Bond Institutional Mutual Fund | Other securities | — | — | $18.1M | 3.9% | |
| John Hancock Disciplined Value Fund R5 Mutual Fund | Other securities | — | — | $17.5M | 3.8% | |
| PLT HYBRID 2045 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $12.7M | 2.7% | |
| Principal LifeTime Hybrid 2060 Common Collective Trust | Common Collective Trusts | — | — | $12.6M | 2.7% | |
| PLT HYBRID 2030 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $12.6M | 2.7% | |
| Allspring Special Mid Cap Value Mutual Fund | Other securities | — | — | $12.3M | 2.7% | |
| PLT HYBRID 2025 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $12.3M | 2.7% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $10.1M | 2.2% | |
| American Funds EuroPacific Growth Fund Mutual Fund | Mutual Funds | — | — | $9.8M | 2.1% | |
| T. Rowe Price Mid-Cap Growth Mutual Fund | Other securities | — | — | $9.2M | 2.0% | |
| PLT HYBRID 2020 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $7.7M | 1.7% | |
| Dodge & Cox International Stock Fund Mutual Fund | Mutual Funds | — | — | $7.6M | 1.6% | |
| Fidelity Small Cap Growth K6 Fund Mutual Fund | Mutual Funds | — | — | $7.6M | 1.6% | |
| Principal LifeTime Hybrid 2055 Common Collective Trust | Common Collective Trusts | — | — | $7.5M | 1.6% | |
| PLT HYBRID 2065 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $7.5M | 1.6% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.4M | 1.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.2M | 1.3% | |
| American Century Small Cap Value Fund R6 Mutual Fund | Other securities | — | — | $5.4M | 1.2% | |
| Fidelity International Small Cap Opportunities Fund Mutual Fund | Mutual Funds | — | — | $4.6M | 1.0% | |
| Principal LifeTime Hybrid 2065 Common Collective Trust | Common Collective Trusts | — | — | $4.3M | 0.9% | |
| PLT HYBRID 2055 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.3M | 0.9% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.2M | 0.9% | |
| Principle Real Estate Securities Fund R6 Mutual Fund | Other securities | — | — | $3.0M | 0.6% | |
| PLT HYBRID INC X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $791K | 0.2% | |
| PLT HYBRID 2015 X PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $59K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
