Michael Vanderford signed World Class Industries Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
World Class Industries Inc.'s EIN is 42-0730530.
Download the official 2023 Form 5500 (PDF) for World Class Industries Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)World Class Industries Inc.'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 |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | — | DUBUQUE, IA | NONE | $81K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN TRUST RETIREMENT INVESTMEN AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | — | — | $15.0M | 52.1% | |
| American Trust Co. Aggressive | Common Stocks | — | — | $5.4M | 18.6% | |
| American Trust Co. Moderately Aggressive | Common Stocks | — | — | $5.2M | 17.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $5.0M | 17.4% | |
| American Funds Balanced R6 Fund | Mutual Funds | — | — | $2.5M | 8.6% | |
| American Trust Co. Conservative | Common Stocks | — | — | $1.6M | 5.7% | |
| T. Rowe Price Large Cap Growth | Other securities | — | — | $1.6M | 5.4% | |
| American Trust Co. Moderately Conservative | Common Stocks | — | — | $1.1M | 3.9% | |
| American Trust Co. Stable Value II - ZZ | Stable Value | — | — | $1.0M | 3.6% | |
| American Trust Co. Moderate | Common Stocks | — | — | $789K | 2.7% | |
| MFS Instl Advisors International Equity Fund | Mutual Funds | — | — | $728K | 2.5% | |
| Loomis Sayles Core Plus Bond | Other securities | — | — | $414K | 1.4% | |
| Dodge & Cox Stock | Mutual Funds | — | — | $371K | 1.3% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $350K | 1.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $312K | 1.1% | |
| T. Rowe Price Mid-Cap Growth Inst. Fund | Other securities | — | — | $304K | 1.1% | |
| Vanguard Instl Target Retirement 2045 | Mutual Funds | — | — | $271K | 0.9% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $268K | 0.9% | |
| Fidelity International Index | Mutual Funds | — | — | $251K | 0.9% | |
| Vanguard Instl Target Retirement 2060 | Mutual Funds | — | — | $202K | 0.7% | |
| Vanguard Instl Target Retirement 2055 | Mutual Funds | — | — | $128K | 0.4% | |
| Vanguard Instl Target Retirement 2065 | Mutual Funds | — | — | $126K | 0.4% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $117K | 0.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $113K | 0.4% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $107K | 0.4% | |
| Blackrock High Yield Bond | Other securities | — | — | $101K | 0.4% | |
| American Funds New World R6 | Mutual Funds | — | — | $101K | 0.3% | |
| Vanguard Instl Target Retirement 2035 | Mutual Funds | — | — | $97K | 0.3% | |
| Vanguard Instl Target Retirement 2020 1 Vanguard Instl Target Retirement 2025 1 Vanguard Instl Target Retirement 2030 | Mutual Funds | — | — | $76K | 0.3% | |
| DFA US Targeted Value Portfolio CL I | Mutual Funds | — | — | $76K | 0.3% | |
| Vanguard Instl Target Retirement 2050 | Mutual Funds | — | — | $53K | 0.2% | |
| Vanguard Instl Target Retirement 2040 | Mutual Funds | — | — | $50K | 0.2% | |
| Vanguard Instl Target Retirement 2070 | Mutual Funds | — | — | $24K | <0.1% |
