KIM EVEN signed Worley Warehousing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Worley Warehousing, Inc.'s EIN is 42-1103477.
Download the official 2024 Form 5500 (PDF) for Worley Warehousing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Worley Warehousing, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $2.1M | 15.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.9M | 13.6% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $1.9M | 13.6% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $1.7M | 12.2% | |
| Prin MidCap Value I SA-Z | Common Stocks | — | $0 | $1.2M | 8.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.2M | 8.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $993K | 7.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $892K | 6.5% | |
| MFS Intl Growth R6 Fund | Mutual Funds | — | $0 | $878K | 6.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $792K | 5.8% | |
| iShs US Agg Bond Index K Fund | Other securities | — | $0 | $772K | 5.6% | |
| Prin Capital Appr SA-Z | Common Stocks | — | $0 | $649K | 4.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $347K | 2.5% | |
| JanusHenderson Entrprs N | Other securities | — | $0 | $337K | 2.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $295K | 2.2% | |
| JP Morgan Lrg Cap Value R6 Fd | Other securities | — | $0 | $186K | 1.4% | |
| Prin LifeTime Hybr 2060 CIT Z | Common Collective Trusts | — | $0 | $164K | 1.2% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $164K | 1.2% | |
| Principal Overseas Sep Acct-Z | Pooled Separate Accounts | — | $0 | $156K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $156K | 1.1% | |
| Prin LifeTime Hybr 2055 CIT Z | Common Collective Trusts | — | $0 | $128K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $128K | 0.9% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $126K | 0.9% | |
| Invesco Small Cap Value R6 Fd | Mutual Funds | — | $0 | $113K | 0.8% | |
| Prin Core Fix Inc Sep Acct-Z | Pooled Separate Accounts | — | $0 | $104K | 0.8% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $104K | 0.8% | |
| Cohen & Steers Re Est Sec Z Fd | Other securities | — | $0 | $96K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $96K | 0.7% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | $0 | $91K | 0.7% | |
| Am Fds Am Hi-Inc Trs R6 Fund | Common Stocks | — | $0 | $89K | 0.7% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $81K | 0.6% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $64K | 0.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $36K | 0.3% | |
| DFA US Lg Cp Grth Port I Fd | Mutual Funds | — | $0 | $17K | 0.1% | |
| iShares MSCI EAFE Int Idx K Fd | Common Collective Trusts | — | $0 | $14K | 0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $13K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $10K | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $2K | <0.1% | |
| DFA US Sm Cap Growth Instl Fd | Mutual Funds | — | $0 | $2K | <0.1% | |
| Participant Loans | Participant loans | — | $0 | $945 | <0.1% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $945 | <0.1% |
