William Angerman signed WHKS & Co's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WHKS & Co's EIN is 42-0943938.
Download the official 2024 Form 5500 (PDF) for WHKS & Co from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WHKS & Co'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $500 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.5M | 14.7% | |
| Principal Lifetime 2040 Pooled separate accounts | Pooled Separate Accounts | — | — | $1.8M | 7.8% | |
| PRIN LIFETM 2040 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.8M | 7.8% | |
| Principal MidCap Pooled separate accounts | Pooled Separate Accounts | — | — | $1.8M | 7.6% | |
| PRIN MIDCAP SEP ACCT-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $1.8M | 7.6% | |
| Principal Lifetime 2050 Pooled separate accounts | Pooled Separate Accounts | — | — | $1.8M | 7.5% | |
| PRIN LIFETM 2050 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.8M | 7.5% | |
| PRIN BLUE CHIP SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $1.5M | 6.4% | |
| Principal Diversified International Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $1.2M | 5.2% | |
| PRIN DIV INTL SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.2M | 5.2% | |
| PRIN MIDCAP S&P 400 IDX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.2M | 5.1% | |
| Principal Capital Appreciation Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $1.2M | 5.0% | |
| PRIN CAPITAL APPR SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $1.2M | 5.0% | |
| Principal Lifetime 2060 Pooled separate accounts | Pooled Separate Accounts | — | — | $1.2M | 5.0% | |
| PRIN LIFETM 2060 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.2M | 5.0% | |
| PRIN LARGECAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $946K | 4.0% | |
| PRIN SMCAP S&P 600 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $922K | 3.9% | |
| PRIN CORE PLUS BOND SEP ACT-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $746K | 3.2% | |
| Principal Lifetime 2030 Pooled separate accounts | Pooled Separate Accounts | — | — | $723K | 3.1% | |
| PRIN LIFETM 2030 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $723K | 3.1% | |
| PRIN LIQUID ASSETS SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $708K | 3.0% | |
| Principal International SmallCap Pooled separate accounts | Pooled Separate Accounts | — | — | $543K | 2.3% | |
| PRIN INTL SMALLCAP SEP ACCT-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $543K | 2.3% | |
| PRIN LARGECAP VALUE III SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $505K | 2.1% | |
| PRIN SMALLCAP GROWTH I SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $431K | 1.8% | |
| PRIN MIDCAP VALUE I SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $398K | 1.7% | |
| PRIN SMALLCAP VALUE II SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $347K | 1.5% | |
| PRINCIPAL SMALLCAP SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $338K | 1.4% | |
| PRIN U.S. PROPERTY SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $317K | 1.3% | |
| PRIN SHORT-TERM INCOME SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 124 | Pooled Separate Account | — | — | $276K | 1.2% | |
| PRIN EQUITY INCOME SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $251K | 1.1% | |
| Principal Government and HQ Bond Pooled separate accounts 320 * Principal Guaranteed Interest Investment contract | Pooled Separate Accounts | — | — | $160K | 0.7% | |
| Principal LifeTime 2065 Pooled separate accounts | Pooled Separate Accounts | — | — | $138K | 0.6% | |
| PRIN LIFETM 2065 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $138K | 0.6% | |
| Principal LifeTime 2055 Pooled separate accounts | Pooled Separate Accounts | — | — | $128K | 0.5% | |
| PRIN LIFETM 2055 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $128K | 0.5% | |
| Principal Global Emerging Markets Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $127K | 0.5% | |
| PRIN GLBL EM MKT SEP ACCT-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $127K | 0.5% | |
| Principal Global Real Estate Securities Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $99K | 0.4% | |
| PRIN GL REAL EST SEC SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $99K | 0.4% | |
| Principal Lifetime 2020 Pooled separate accounts | Pooled Separate Accounts | — | — | $83K | 0.4% | |
| PRIN LIFETM 2020 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $83K | 0.4% | |
| Principal LifeTime Strategic Income Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $63K | 0.3% | |
| PRIN LIFETM STR INC SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $63K | 0.3% | |
| Principal LifeTime 2070 Pooled separate accounts | Pooled Separate Accounts | — | — | $61K | 0.3% | |
| PRIN LIFETM 2070 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $61K | 0.3% | |
| Principal LifeTime 2035 Pooled separate accounts | Pooled Separate Accounts | — | — | $31K | 0.1% | |
| PRIN LIFETM 2035 SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $31K | 0.1% | |
| Principal Financial Group Inc Pooled separate accounts | Pooled Separate Accounts | — | — | $25K | 0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $25K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
