Krista Robinson signed The Weitz Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Weitz Company, LLC's EIN is 42-1512625.
Download the official 2024 Form 5500 (PDF) for The Weitz Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Weitz Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $140K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LL | 26-0058143 | — | CONTRACT ADMINISTRATOR | $62K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Institutional Index I | Mutual Funds | — | — | $13.8M | 9.2% | |
| Mainstay Winslow Large Cap Growth | Other securities | — | — | $12.0M | 8.0% | |
| FID FREE BLND TARGET 2035 Q FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $11.3M | 7.6% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $10.4M | 6.9% | |
| FID FREE BLND TARGET 2045 Q FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $8.0M | 5.4% | |
| FID FREE BLND TARGET 2055 Q FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $7.8M | 5.2% | |
| FID FREE BLND TARGET 2030 Q FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $7.8M | 5.2% | |
| FID FREE BLND TARGET 2040 Q FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $7.7M | 5.1% | |
| FID FREE BLND TARGET 2025 Q FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $7.3M | 4.9% | |
| FID FREE BLND TARGET 2050 Q FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $7.1M | 4.7% | |
| Vanguard Group Vanguard Balanced Index Admiral | Mutual Funds | — | — | $7.1M | 4.7% | |
| PGIM Investments PGIM Total Return Bond-R2 | Other securities | — | — | $4.3M | 2.8% | |
| T. Rowe Price Funds T. Rowe Price Mid Cap Growth | Other securities | — | — | $3.6M | 2.4% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $3.4M | 2.3% | |
| Schwab Funds Self-directed accounts | Self-Directed Brokerage | — | — | $3.3M | 2.2% | |
| FID FREE BLND TARGET 2060 Q FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $3.3M | 2.2% | |
| John Hancock John Hancock Disciplined Value R6 | Other securities | — | — | $3.2M | 2.1% | |
| Artisan Global Opportunity Investor | Other securities | — | — | $3.1M | 2.0% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $2.6M | 1.7% | |
| SEI Trust Company Prin/BlackRock S&P Mid Cap Index CIT N | Common Collective Trusts | — | — | $2.4M | 1.6% | |
| FID FREE BLND TARGET 2065 Q FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $2.2M | 1.5% | |
| Vanguard Group Vanguard Small Cap Index FD-ADM | Mutual Funds | — | — | $2.2M | 1.5% | |
| SEI Trust Company Prin/BlackRock U.S. Agg Bond Index CIT TR | Common Collective Trusts | — | — | $2.2M | 1.4% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.3% | |
| PRIN/BR S&P 500 INDEX CIT TR SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.3% | |
| Fidelity Investments Fidelity Diversified Intl | Mutual Funds | — | — | $1.8M | 1.2% | |
| MFS Investment Management MFS Mid Cap Value R4 | Mutual Funds | — | — | $1.7M | 1.1% | |
| SHORT-TERM INV FUND A TR SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.9% | |
| FID FREE BLND TARGET 2020 Q FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $1.3M | 0.9% | |
| American Beacon Funds American Beacon Small Cap Val Y | Other securities | — | — | $1.3M | 0.8% | |
| maturing January 2025 through June 2031 | Other securities | — | — | $1.2M | 0.8% | |
| Principal Funds Inc Principal Small Cap Growth I R6 | Common Stocks | — | — | $1.1M | 0.8% | |
| SEI Trust Company Prin/BlackRock S&P Mid Cap Index CIT TR | Common Collective Trusts | — | — | $974K | 0.7% | |
| PRIN/BR LG CAP VALUE CIT TR SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $715K | 0.5% | |
| FID FREE BLND TARGET 2015 Q FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $701K | 0.5% | |
| PRIN/BR LG CAP GROWTH CIT TR SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $696K | 0.5% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $649K | 0.4% | |
| Driehaus Emerging Markets Growth Investor | Other securities | — | — | $607K | 0.4% | |
| Vanguard Group Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $562K | 0.4% | |
| SEI Trust Company Prin/BlackRock U.S. Agg Bond Index CIT N | Common Collective Trusts | — | — | $432K | 0.3% | |
| Vanguard Group Vanguard Emerging Markets Stock Index Admiral | Mutual Funds | — | — | $327K | 0.2% | |
| FID FREE BLND TARGET 2010 Q FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $25K | <0.1% | |
| FID FREE BLND TARGET INCOME Q FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
