Mark Lorge signed Willman Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Willman Industries, Inc.'s EIN is 39-1589780.
Download the official 2024 Form 5500 (PDF) for Willman Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY | 39-1564826 | — | INVESTMENT ADVISOR | $19K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Stock Fund Com | Mutual Funds | — | $481K | $763K | 18.2% | |
| American Funds Growth Fund of America | Mutual Funds | — | $424K | $690K | 16.4% | |
| ASSOCIATED SHORT TERM FUND ASSOCIATED TRUST COMPANY NA · EIN 39-6452896 / PN 001 | Common Collective Trust | — | $466K | $568K | 13.5% | |
| Vaneck Vectors Gold Miners ETF | Other securities | — | $209K | $299K | 7.1% | |
| Wasatch Small Cap Growth Fund | Other securities | — | $187K | $195K | 4.6% | |
| American Beacon Small Cap Value Fund | Other securities | — | $197K | $170K | 4.0% | |
| Virtus Ceredex Mid Cap Value Equity Fund | Other securities | — | $178K | $163K | 3.9% | |
| T. Rowe Price Mid Cap Growth Fund | Other securities | — | $114K | $161K | 3.8% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY NA · EIN 39-6452896 / PN 002 | Common Collective Trust | — | $99K | $143K | 3.4% | |
| Vanguard Intermediate Term Bond ETF | Mutual Funds | — | $162K | $133K | 3.2% | |
| Invesco QQQ ETF | Mutual Funds | — | $75K | $107K | 2.6% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | $84K | $99K | 2.4% | |
| Invesco Oppenheimer Developing Markets I | Mutual Funds | — | $111K | $96K | 2.3% | |
| American Funds New World Fund | Mutual Funds | — | $68K | $92K | 2.2% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | $61K | $92K | 2.2% | |
| Ishares Silver Trust | Other securities | — | $71K | $84K | 2.0% | |
| Goldman Sachs Government Money Market Inst Fund | Cash / Money Market | — | $73K | $73K | 1.7% | |
| BarClays Bank Ipath Bloomberg Commodity Index | Other securities | — | $71K | $71K | 1.7% | |
| Select Sector SPDR TR Energy | Other securities | — | $70K | $69K | 1.6% | |
| Vanguard International Value Fund | Mutual Funds | — | $53K | $46K | 1.1% | |
| MFS International Diversification Fund | Mutual Funds | — | $50K | $45K | 1.1% | |
| American Funds Capital World Bond Fund | Mutual Funds | — | $57K | $43K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
