Brian Warner signed Willert Home Products, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Willert Home Products, Inc.'s EIN is 43-0678433.
Download the official 2024 Form 5500 (PDF) for Willert Home Products, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Willert Home Products, 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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RET TRUST FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $675K | 28.8% | |
| SCHWAB INDEXED RET TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $461K | 19.7% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $284K | 12.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $141K | 6.0% | |
| SCHWAB INDEXED RET TRUST FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $121K | 5.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $95K | 4.0% | |
| SCHWAB INDEXED RET TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $90K | 3.8% | |
| Notes Receivable from Participants * Participant loans (interest rates range 4.25% - 9.50%; maturing 2026-2030) | Bonds / Notes | — | — | $68K | 2.9% | |
| SCHWAB INDEXED RET TRUST FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $60K | 2.6% | |
| SCHWAB INDEXED RET TRUST FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $51K | 2.2% | |
| SCHWAB INDEXED RET TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $49K | 2.1% | |
| SCHWAB INDEXED RET TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $47K | 2.0% | |
| Vanguard Life Strategy Moderate Growth Fund Investor Shares | Mutual Funds | — | — | $38K | 1.6% | |
| Fidelity Intermediate Treasury Bond Index Fund | Mutual Funds | — | — | $28K | 1.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $25K | 1.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $23K | 1.0% | |
| Vanguard Life Strategy Conservative Growth Fund Investor Shares | Mutual Funds | — | — | $17K | 0.7% | |
| Vanguard Life Strategy Income Fund Investor Shares | Mutual Funds | — | — | $16K | 0.7% | |
| Vanguard Life Strategy Growth Fund Investor Shares | Mutual Funds | — | — | $15K | 0.7% | |
| SCHWAB INDEXED RET TRUST FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $14K | 0.6% | |
| Cohen & Steers Cohen & Steers Realty | Other securities | — | — | $11K | 0.5% | |
| SCHWAB INDEXED RET TRUST FD 2065 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $8K | 0.3% | |
| SCHWAB INDEXED RET TRUST FD 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $6K | 0.3% | |
| SCHWAB INDEXED RET TRUST FD 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
