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 | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS | 41-1812533 | — | NONE | $11K | — |
| 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 |
| $10K |
| — |
| 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 | — | — | $2.3M | 19.0% | |
| Intellicents Mod Agg CIF Collective Trusts N/A | Common Collective Trusts | — | — | $1.4M | 11.5% | |
| INTELLICENTS MODERATELY AGGRESSIVE ALTA TRUST COMPANY · EIN 86-3914399 / PN 001 | Common Collective Trust | — | — | $1.4M | 11.5% | |
| VANGUARD TOT STK MKT IDX ADMRL Registered Investment Company | Common Collective Trusts | — | — | $845K | 7.1% | |
| AMERICAN CENT RET DATE 2030 TR CI3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $720K | 6.1% | |
| MASSMUTUAL SAGIC DIVERSIFIED II MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0342299 / PN 209 | Pooled Separate Account | — | — | $615K | 5.2% | |
| AMERICAN CENT RET DATE 2025 TR CI3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $424K | 3.6% | |
| AMERICAN CENT RET DATE 2045 TR CI3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $411K | 3.5% | |
| LARGE CAP GROWTH FUND IV CL I1 WILMINGTON TRUST, N.A. · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $406K | 3.4% | |
| AMERICAN CENT RET DATE 2055 TR CI3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $378K | 3.2% | |
| AMERICAN CENT RET DATE 2060 TR CI3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $301K | 2.5% | |
| AMERICAN CENT RET DATE 2050 TR CI3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $297K | 2.5% | |
| INTELLICENTS CONSERVATIVE CIF ALTA TRUST COMPANY · EIN 86-3974282 / PN 001 | Common Collective Trust | — | — | $289K | 2.4% | |
| Intellicents Mod Conser. CIF Collective Trusts N/A | Common Collective Trusts | — | — | $270K | 2.3% | |
| INTELLICENTS MODERATELY CONSERVATIV ALTA TRUST COMPANY · EIN 86-3883297 / PN 001 | Common Collective Trust | — | — | $270K | 2.3% | |
| VANGUARD VALUE INDEX ADM Registered Investment Company | Mutual Funds | — | — | $264K | 2.2% | |
| Black Rock Mid Cap Growth EQ LI Collective Trusts N/A | Common Collective Trusts | — | — | $262K | 2.2% | |
| BLACKROCK MIDCAP GROWTH EQ L1 GREAT GRAY TRUST · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $262K | 2.2% | |
| INTELLICENTS AGGRESSIVE CIF ALTA TRUST COMPANY · EIN 87-0860881 / PN 001 | Common Collective Trust | — | — | $262K | 2.2% | |
| Participant Loans 5.25 - 10.50% | Bonds / Notes | — | — | $260K | 2.2% | |
| MFS Intl Diversification R6 Mutual Fund N/A | Mutual Funds | — | — | $226K | 1.9% | |
| Vanguard Small Cap Growth Index Admrl Mutual Fund N/A | Mutual Funds | — | — | $210K | 1.8% | |
| AMERICAN CENT RET DATE 2065 TR CI3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $199K | 1.7% | |
| JPMorgan Mid Cap Value I Mutual Fund N/A | Other securities | — | — | $194K | 1.6% | |
| T. Rowe Price New Horizons Mutual Fund N/A | Other securities | — | — | $153K | 1.3% | |
| AMERICAN CENT RET DATE 2040 TR CI3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $125K | 1.0% | |
| AMERICAN CENT RET DATE 2035 TR CI3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $79K | 0.7% | |
| BLACKROCK TOTAL RETURN BOND FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $78K | 0.7% | |
| American Century in Retirement Trust III Collective Trusts N/A | Common Collective Trusts | — | — | $72K | 0.6% | |
| AMERICAN CENT IN RET TRUST CI3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $72K | 0.6% | |
| Washington Mutual Fund R6 Mutual Fund N/A | Other securities | — | — | $51K | 0.4% | |
| PIMCO Income Inst Mutual Fund N/A | Mutual Funds | — | — | $41K | 0.3% | |
| American Century Emerging Markets R6 Mutual Fund N/A | Other securities | — | — | $29K | 0.2% | |
| Vanguard Real Estate Idx Admiral Shares Mutual Fund N/A | Common Collective Trusts | — | — | $29K | 0.2% | |
| Victory Syc Small Co Opp R6 Mutual Fund N/A | Common Stocks | — | — | $18K | 0.2% | |
| Vanguard Growth Index Adm. Mutual Fund N/A | Mutual Funds | — | — | $14K | 0.1% | |
| Vanguard Mid Cap Index Admiral Mutual Fund N/A | Mutual Funds | — | — | $8K | <0.1% | |
| DFA Inflation-Protected Securities I Mutual Fund N/A | Mutual Funds | — | — | $3K | <0.1% |
