Brian Caffrey signed Weems Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weems Industries, Inc.'s EIN is 42-1364576.
Download the official 2024 Form 5500 (PDF) for Weems Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weems Industries, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $8K | — |
| MUTUAL OF OMAHA INVESTOR SERVICES, | — | OMAHA, NE | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED OF OMAHA | 47-0322111 | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | Mutual Funds | — | — | $998K | 12.0% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | Mutual Funds | — | — | $760K | 9.1% | |
| T. Rowe Price Growth Stock I T. Rowe Price 0 | Other securities | — | — | $738K | 8.8% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | Mutual Funds | — | — | $615K | 7.4% | |
| Harbor Capital Appreciation Ret Harbor 0 | Other securities | — | — | $604K | 7.2% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | Mutual Funds | — | — | $527K | 6.3% | |
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $520K | 6.2% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | Mutual Funds | — | — | $430K | 5.2% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | Other securities | — | — | $325K | 3.9% | |
| STATE STREET RUSSELL L/C GROWTH IDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $318K | 3.8% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | Mutual Funds | — | — | $233K | 2.8% | |
| Vanguard U.S. Growth Adm Vanguard 0 | Mutual Funds | — | — | $202K | 2.4% | |
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $196K | 2.3% | |
| JHancock III Disc Val Mid Cap R6 John Hancock 0 | Other securities | — | — | $176K | 2.1% | |
| Vanguard Global Equity Inv Vanguard 0 | Mutual Funds | — | — | $173K | 2.1% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $170K | 2.0% | |
| JPMorgan Equity Income R6 JP Morgan 0 | Other securities | — | — | $168K | 2.0% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | Mutual Funds | — | — | $168K | 2.0% | |
| DIRECTIONS 5 - AGGRESSIVE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 245 | Common Collective Trust | — | — | $98K | 1.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $93K | 1.1% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | Mutual Funds | — | — | $92K | 1.1% | |
| DIRECTIONS 4 - MODERATELY AGGRESSIV HAND BENEFITS & TRUST · EIN 74-2008758 / PN 244 | Common Collective Trust | — | — | $90K | 1.1% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | Mutual Funds | — | — | $73K | 0.9% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | Mutual Funds | — | — | $65K | 0.8% | |
| DIRECTIONS 3 - MODERATE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 243 | Common Collective Trust | — | — | $63K | 0.7% | |
| American Funds EuroPacific Gr R6 American Funds 0 | Mutual Funds | — | — | $62K | 0.7% | |
| BlackRock High Yield Portfolio K BlackRock 0 | Other securities | — | — | $47K | 0.6% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | Mutual Funds | — | — | $42K | 0.5% | |
| Hartford Schroders Intl MultCap Val SDR Hartford 0 | Other securities | — | — | $28K | 0.3% | |
| TCW MetWest Total Return Bond Plan TCW 0 | Other securities | — | — | $25K | 0.3% | |
| Nationwide Geneva Small Cap Growth R6 Nationwide 0 | Other securities | — | — | $24K | 0.3% | |
| Vanguard Windsor II Adm Vanguard 0 | Mutual Funds | — | — | $22K | 0.3% | |
| American Century Mid Cap Value R6 American Century 0 147 American Funds Trgt Date Ret 2015 R6 American Funds 0 | Mutual Funds | — | — | $22K | 0.3% | |
| MFS Value R6 MFS 0 | Mutual Funds | — | — | $20K | 0.2% | |
| Boston Trust Midcap Boston Trust 0 | Other securities | — | — | $19K | 0.2% | |
| STATE STREET INTL IND SECS LENDING STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $18K | 0.2% | |
| William Blair Small-Mid Cap Growth R6 William Blair 0 | Other securities | — | — | $13K | 0.2% | |
| BlackRock Total Return K BlackRock 0 | Other securities | — | — | $13K | 0.2% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | Other securities | — | — | $12K | 0.1% | |
| ClearBridge Small Cap Growth IS Legg Mason 0 | Other securities | — | — | $12K | 0.1% | |
| STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $12K | 0.1% | |
| STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $12K | 0.1% | |
| Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 | Other securities | — | — | $12K | 0.1% | |
| DIRECTIONS 1 - CONSERVATIVE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 241 | Common Collective Trust | — | — | $10K | 0.1% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $8K | <0.1% | |
| AB Discovery Value Z Alliance Bernstein 0 | Other securities | — | — | $7K | <0.1% | |
| STATE STREET EMERGING MKT IND SL II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $6K | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCECOMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT COMPANY |
| $3K |
| — |
