Brent Olson signed Wilson Trailer Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wilson Trailer Company's EIN is 42-0603090.
Download the official 2024 Form 5500 (PDF) for Wilson Trailer Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wilson Trailer Company'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SERVIC | 41-1812533 | — | NONE | $41K | — |
| HENJES CONNER & WILLIAMS PC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 48-1292483 |
| — |
| NONE |
| $9K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INTELLICENTS MODERATE CIF ALTA TRUST COMPANY · EIN 86-3956341 / PN 001 | Common Collective Trust | — | — | $6.8M | 15.6% | |
| Vanguard Total Stock Market Index Adm Mutual Fund N/A | Common Collective Trusts | — | — | $4.9M | 11.1% | |
| Intellicents Mod Agg CIF Collective Trusts N/A | Common Collective Trusts | — | — | $2.9M | 6.6% | |
| INTELLICENTS MODERATELY AGGRESSIVE ALTA TRUST COMPANY · EIN 86-3914399 / PN 001 | Common Collective Trust | — | — | $2.9M | 6.6% | |
| LARGE CAP GROWTH FUND IV CL I1 WILMINGTON TRUST, N.A. · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $2.7M | 6.2% | |
| MASSMUTUAL SAGIC DIVERSIFIED II MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0342299 / PN 209 | Pooled Separate Account | — | — | $1.9M | 4.4% | |
| Black Rock Mid Cap Growth EQ L1 Collective Trusts N/A | Common Collective Trusts | — | — | $1.9M | 4.3% | |
| BLACKROCK MIDCAP GROWTH EQ L1 GREAT GRAY TRUST · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $1.9M | 4.3% | |
| Vanguard Value Index Adm Mutual Fund N/A | Mutual Funds | — | — | $1.8M | 4.2% | |
| T. Rowe Price New Horizons Mutual Fund N/A | Other securities | — | — | $1.8M | 4.1% | |
| JP Morgan Mid Cap Value I Mutual Fund N/A | Other securities | — | — | $1.6M | 3.6% | |
| MFS Intl Diversification R6 Mutual Fund N/A | Mutual Funds | — | — | $1.4M | 3.3% | |
| Intellicents Mod Conserv CIF Collective Trusts N/A | Common Collective Trusts | — | — | $1.3M | 3.0% | |
| INTELLICENTS MODERATELY CONSERVATIV ALTA TRUST COMPANY · EIN 86-3883297 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.0% | |
| AMERICAN CENTURY RETIREMENT D 2035 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.8% | |
| Baird Core Plus Bond Inst Mutual Fund N/A | Other securities | — | — | $1.2M | 2.8% | |
| INTELLICENTS AGGRESSIVE CIF ALTA TRUST COMPANY · EIN 87-0860881 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.6% | |
| Vanguard Small Cap Growth Index Admrl Mutual Fund N/A | Mutual Funds | — | — | $1.1M | 2.5% | |
| AMERICAN CENTURY RETIREMENT D 2030 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.4% | |
| AMERICAN CENTURY RETIREMENT D 2050 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $998K | 2.3% | |
| Participant Loans 5.25-10.50% | Bonds / Notes | — | — | $938K | 2.1% | |
| AMERICAN CENTURY RETIREMENT D 2045 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $870K | 2.0% | |
| AMERICAN CENTURY RETIREMENT D 2060 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $701K | 1.6% | |
| AMERICAN CENTURY RETIREMENT D 2055 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $683K | 1.6% | |
| INTELLICENTS CONSERVATIVE CIF ALTA TRUST COMPANY · EIN 86-3974282 / PN 001 | Common Collective Trust | — | — | $671K | 1.5% | |
| AMERICAN CENTURY RETIREMENT D 2040 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $495K | 1.1% | |
| American Funds Washington Mutual R6 Mutual Fund N/A | Mutual Funds | — | — | $366K | 0.8% | |
| AMERICAN CENTURY RETIREMENT D 2065 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $344K | 0.8% | |
| BLACKROCK TOTAL RETURN BOND FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $303K | 0.7% | |
| AMERICAN CENTURY RETIREMENT D 2025 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $253K | 0.6% | |
| PIMCO Income Inst Mutual Fund N/A | Mutual Funds | — | — | $236K | 0.5% | |
| Vanguard Growth Index Adm Mutual Fund N/A | Mutual Funds | — | — | $127K | 0.3% | |
| AMERICAN CENT IN RET TRUST III GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $85K | 0.2% | |
| Victory Syc Small Co Opp R6 Mutual Funds N/A | Common Stocks | — | — | $80K | 0.2% | |
| American Century Emerging Markets R6 Mutual Fund N/A | Other securities | — | — | $77K | 0.2% | |
| DFA Inflation-Protected Securities I Mutual Fund N/A | Mutual Funds | — | — | $76K | 0.2% | |
| Vanguard Mid Cap Index Admiral Mutual Fund N/A | Mutual Funds | — | — | $67K | 0.2% |
