Marla Kryzer signed Wunderlich-Malec Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wunderlich-Malec Engineering, Inc.'s EIN is 41-1412464.
Download the official 2024 Form 5500 (PDF) for Wunderlich-Malec Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wunderlich-Malec Engineering, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STILES FINANCIAL SERVICES INC | — | EDINA, MN | INVESTMENT ADVISOR | $52K | — |
| CLIFTONLARSONALLEN LLP |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $13.1M | 10.3% | |
| AllianceBernstein Large Cap Growth Adv Fund | Other securities | — | — | $12.2M | 9.6% | |
| Federated Capital Preservation Fund | Other securities | — | — | $9.7M | 7.7% | |
| Vanguard Equity Income Inv Fund | Mutual Funds | — | — | $9.5M | 7.5% | |
| 1VG-EIF | Other securities | — | $4.9M | $9.5M | 7.5% | |
| Vanguard Interm-Term Treasury Fund | Mutual Funds | — | — | $8.9M | 7.0% | |
| Commerce Bond Shares Fund | Other securities | — | — | $8.2M | 6.5% | |
| Blackrock Technology Opportunities Fund | Other securities | — | — | $7.7M | 6.1% | |
| Blackrock Mid Cap Growth Equity Instl Fund | Other securities | — | — | $7.6M | 6.0% | |
| Fidelity Advisor Value Strategies Fund | Mutual Funds | — | — | $6.0M | 4.7% | |
| Virtus Asset Trust Seix High Yield Fund | Other securities | — | — | $5.9M | 4.7% | |
| Blackrock Strategic Global Bond Instl Fund | Other securities | — | — | $5.8M | 4.6% | |
| Brown Advisory Small Cap Growth Fund | Other securities | — | — | $4.8M | 3.8% | |
| DFA US Small Cap Value Fund | Mutual Funds | — | — | $4.7M | 3.7% | |
| MFS International Growth Fund | Mutual Funds | — | — | $4.5M | 3.6% | |
| Goldman Sachs International EQ Inc Instl Fund | Common Stocks | — | — | $3.8M | 3.0% | |
| MFS Core Equity Fund | Mutual Funds | — | — | $2.5M | 2.0% | |
| T Rowe Price Health Sciences Fund | Mutual Funds | — | — | $1.8M | 1.4% | |
| Fidelity Emerging Markets Fund | Mutual Funds | — | — | $1.4M | 1.1% | |
| Participant Loans 4.25% to 9.50% Interest - | Bonds / Notes | — | — | $1.1M | 0.9% | |
| Invesco Gold & Special Minerals Fund | Mutual Funds | — | — | $1.1M | 0.8% | |
| Manning & Napier Rainier International Discovery Instl Fund | Other securities | — | — | $721K | 0.6% | |
| Vanguard Small Cap Index Adm Fund | Mutual Funds | — | — | $593K | 0.5% | |
| Vanguard Utilities Index Adm Fund | Mutual Funds | — | — | $580K | 0.5% | |
| Vanguard Total Intl Stock Index Adm Fund | Mutual Funds | — | — | $577K | 0.5% | |
| Cohen & Steers Realty Shares Fund | Other securities | — | — | $523K | 0.4% | |
| Vanguard Mid Cap Index Adm Fund | Mutual Funds | — | — | $449K | 0.4% | |
| Vanguard Total Bond Market Index Adm Fund | Mutual Funds | — | — | $444K | 0.4% | |
| BNY Mellon Natural Resources Fund | Other securities | — | — | $360K | 0.3% | |
| T Rowe Price New Asia Fund | Mutual Funds | — | — | $130K | 0.1% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED HERMES, INC · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PHILADELPHIA, PA |
| INVESTMENT ADVISOR |
| $10K |
| — |
