Tony Christensen signed Waupaca Foundry, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Waupaca Foundry, Inc.'s EIN is 39-0880924.
Download the official 2024 Form 5500 (PDF) for Waupaca Foundry, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Waupaca Foundry, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $373K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD AND CO IN | 39-6037917 | — | CONTRACT ADMINISTRATOR | $123K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 39-1859759 |
| — |
| CONTRACT ADMINISTRATOR |
| $74K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MICHAEL BEST & FRIEDRICH | 39-0934985 | — | LEGAL | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INSTL INDEX FUND | Common Collective Trusts | — | $93.8M | $151.5M | 25.3% | |
| PIMCO MODERATE DURATION FUND | Mutual Funds | — | $127.4M | $119.6M | 20.0% | |
| COLUMBIA PYFORD INTERNATIONAL STOCK FUND | Other securities | — | $46.6M | $45.1M | 7.5% | |
| PRINCIPAL MID-CAP FUND | Other securities | — | $31.4M | $37.2M | 6.2% | |
| FIDELITY MID CAP INDEX FUND | Common Collective Trusts | — | $19.9M | $30.5M | 5.1% | |
| BLACKROCK STRAT INC OPP-INS FUND | Common Stocks | — | $16.2M | $15.6M | 2.6% | |
| ARTISAN SMALL CAP FUND | Other securities | — | $15.2M | $15.4M | 2.6% | |
| DFA US S/P VAL PORT INST FUND | Mutual Funds | — | $11.1M | $15.1M | 2.5% | |
| DFA EMERG MKTS CORE EQUITY FUND | Mutual Funds | — | $13.9M | $15.0M | 2.5% | |
| VANGUARD SMALL-CAP VALUE INDEX FUND | Common Collective Trusts | — | $10.2M | $11.8M | 2.0% | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | Common Collective Trusts | — | $11.6M | $11.5M | 1.9% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $10.8M | 1.8% | |
| VANGUARD VALUE INDEX FUND | Common Collective Trusts | — | $6.6M | $7.7M | 1.3% | |
| DFA INTERNATIONAL SMALL COMPANY FUND | Mutual Funds | — | $7.0M | $7.3M | 1.2% | |
| CLEARBRIDGE INTL GROWTH FUND | Other securities | — | $6.0M | $7.3M | 1.2% | |
| WCM FOCUSED INTL GROWTH FUND | Other securities | — | $6.4M | $7.2M | 1.2% | |
| ALLSPRING GOVERNMENT MONEY MARKET FUND | Cash / Money Market | — | $7.0M | $7.0M | 1.2% | |
| VANGUARD WELLESLEY INCOME FUND | Mutual Funds | — | $6.6M | $6.4M | 1.1% | |
| ALLSPRING GVT MNY MRK-INST FUND | Other securities | — | $5.0M | $5.0M | 0.8% | |
| US TREASURY NOTE, 1.125%, 8/31/28 | U.S. Treasuries | — | $3.3M | $3.2M | 0.5% | |
| US TREASURY NOTE, 2.375%, 3/31/29 | U.S. Treasuries | — | $3.1M | $3.1M | 0.5% | |
| US TREASURY NOTE, 4.125%, 8/31/30 | U.S. Treasuries | — | $2.7M | $2.7M | 0.4% | |
| US TREASURY NOTE, 3.125%, 8/31/27 | U.S. Treasuries | — | $2.6M | $2.6M | 0.4% | |
| US TREASURY NOTE, 3.875%, 12/31/29 | U.S. Treasuries | — | $2.5M | $2.5M | 0.4% | |
| US TREASURY NOTE, 3.50%, 2/15/33 | U.S. Treasuries | — | $2.3M | $2.2M | 0.4% | |
| US TREASURY NOTE, 4.125%, 2/15/27 | U.S. Treasuries | — | $2.1M | $2.1M | 0.3% | |
| US TREASURY NOTE, 4.625%, 11/15/26 | U.S. Treasuries | — | $2.1M | $2.1M | 0.3% | |
| US TREASURY NOTE, 2.00%, 11/15/26 | U.S. Treasuries | — | $1.7M | $1.6M | 0.3% | |
| US TREASURY NOTE, 4.00%, 1/31/31 | U.S. Treasuries | — | $1.4M | $1.4M | 0.2% | |
| US TREASURY NOTE, 2.75%, 5/31/29 | U.S. Treasuries | — | $872K | $865K | 0.1% | |
| US TREASURY NOTE, 4.375%, 5/15/34 | U.S. Treasuries | — | $883K | $862K | 0.1% | |
| US TREASURY NOTE, 1.375%, 11/15/31 | U.S. Treasuries | — | $762K | $735K | 0.1% | |
| US TREASURY NOTE, 1.875%, 2/15/32 | U.S. Treasuries | — | $682K | $673K | 0.1% | |
| BANK OF AMER MTN, 4.376%, 4/27/28 | Bonds / Notes | — | $625K | $618K | 0.1% | |
| MORGAN STANLEY V-D, 6.296%, 10/18/28 | Bonds / Notes | — | $449K | $467K | <0.1% | |
| US TREASURY NOTE, 2.875%, 5/15/32 | U.S. Treasuries | — | $398K | $382K | <0.1% | |
| JPMORGAN CHASE V-D, 5.294%, 7/22/35 | Bonds / Notes | — | $300K | $297K | <0.1% | |
| DISCOVER FINL SVCS, 6.70%, 11/29/32 | Bonds / Notes | — | $274K | $293K | <0.1% | |
| ELEVANCE HEALTH INC, 5.20%, 2/15/35 | Bonds / Notes | — | $299K | $293K | <0.1% | |
| P/P VOLKSWAGEN GROUP, 1.25%, 11/24/25 | Bonds / Notes | — | $299K | $291K | <0.1% | |
| KROGER CO, 5.00%, 9/15/34 | Bonds / Notes | — | $299K | $291K | <0.1% | |
| VONTIER CORP, 1.80%, 4/1/26 | Bonds / Notes | — | $300K | $288K | <0.1% | |
| CANADIAN IMP BK CONV, 6.092%, 10/3/33 | Bonds / Notes | — | $275K | $287K | <0.1% | |
| JPMDB CMO, 3.141%, 12/15/49 | Structured Credit (CLO/ABS) | — | $274K | $286K | <0.1% | |
| ARCELORMITTAL SA LUX, 6.55%, 11/29/27 | Bonds / Notes | — | $282K | $286K | <0.1% | |
| BARCLAYS PLC V-D, 6.49%, 9/13/29 | Bonds / Notes | — | $275K | $286K | <0.1% | |
| BPCE FR MTN CONV V-S, 6.714%, 10/19/29 | Bonds / Notes | — | $275K | $286K | <0.1% | |
| P/P DAIMLER TRUCKS, 2.00%, 12/14/26 | Bonds / Notes | — | $299K | $284K | <0.1% | |
| P/P LPL HOLDINGS INC, 4.00%, 3/15/29 | Bonds / Notes | — | $277K | $284K | <0.1% | |
| GUARDIAN LIFE GLOBAL, 5.737%, 10/2/28 | Bonds / Notes | — | $275K | $283K | <0.1% |
