Zachary Walters signed Jack Walters & Sons Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jack Walters & Sons Corp.'s EIN is 39-1093704.
Download the official 2024 Form 5500 (PDF) for Jack Walters & Sons Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jack Walters & Sons Corp.'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 |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.7M | 90.0% | |
| [Assets held in common collective trust] | Other | — | — | $894K | 9.2% | |
| ASSOCIATED STABLE VALUE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6571683 / PN 001 | Common Collective Trust | — | — | $893K | 9.2% | |
| [Assets held in participant loans] | Other | — | — | $70K | 0.7% | |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $992 | <0.1% |
