Juliet Duguran signed Western Diesel Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Western Diesel Services Inc.'s EIN is 43-0762599.
Download the official 2024 Form 5500 (PDF) for Western Diesel Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Western Diesel Services 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VISIONARY WEALTH ADVISORS | 46-5210986 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $20.5M | 77.1% | |
| Guaranteed Interest Account * AUL Fixed Account Fixed Income Guaranteed Option | Other securities | — | — | $4.9M | 18.3% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $2.1M | 8.1% | |
| Fidelity Midcap Idx | Common Collective Trusts | — | — | $2.0M | 7.4% | |
| Pooled Seperate Accounts American Funds Amerfds American Balanced R6 | Mutual Funds | — | — | $1.7M | 6.3% | |
| Vanguard Trgt Retire 2035 Inv | Mutual Funds | — | — | $1.4M | 5.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.3M | 4.9% | |
| Vanguard Trgt Retire 2050 Inv | Mutual Funds | — | — | $1.1M | 4.3% | |
| Vanguard Trgt Retire 2055 Inv | Mutual Funds | — | — | $1.1M | 4.2% | |
| Vanguard Trgt Retire 2030 Inv | Mutual Funds | — | — | $1.1M | 4.0% | |
| Fidelity Blue Chip Growth K6 | Mutual Funds | — | — | $939K | 3.5% | |
| Vanguard Trgt Retire 2025 Inv | Mutual Funds | — | — | $925K | 3.5% | |
| American Funds Amerfds Washington Mutual R6 | Mutual Funds | — | — | $881K | 3.3% | |
| Vanguard Trgt Retire 2045 Inv | Mutual Funds | — | — | $875K | 3.3% | |
| Vanguard Trgt Retire 2060 Inv | Mutual Funds | — | — | $766K | 2.9% | |
| American United Life Insurance * Company Stable Value Account | Stable Value | — | — | $764K | 2.9% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $716K | 2.7% | |
| DFA Global Eqty I | Mutual Funds | — | — | $568K | 2.1% | |
| Vanguard Trgt Retire 2040 Inv | Mutual Funds | — | — | $562K | 2.1% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $458K | 1.7% | |
| Loans to Participants maturities) | Participant loans | — | — | $457K | 1.7% | |
| DFA US Large Cap Value I | Mutual Funds | — | — | $410K | 1.5% | |
| DFA US Small Cap I | Mutual Funds | — | — | $409K | 1.5% | |
| American Funds Amerfds Europac Grth R6 | Mutual Funds | — | — | $310K | 1.2% | |
| Vanguard Trgt Retire 2065 Inv | Mutual Funds | — | — | $239K | 0.9% | |
| Vanguard Trgt Retire 2020 Inv | Mutual Funds | — | — | $179K | 0.7% | |
| Vanguard Lifestrat Mod GR Inv | Mutual Funds | — | — | $167K | 0.6% | |
| Vanguard Trgt Retire Inc Inv | Mutual Funds | — | — | $78K | 0.3% | |
| Vanguard High Div Yld Idx Adm | Common Collective Trusts | — | — | $53K | 0.2% | |
| American Funds Amerfds New World R6 | Mutual Funds | — | — | $38K | 0.1% | |
| Vanguard Trgt Retire 2070 Inv | Mutual Funds | — | — | $35K | 0.1% | |
| DFA Infla-Prot Securities I | Mutual Funds | — | — | $35K | 0.1% | |
| Vanguard Dev Mkts Idx Adm | Common Collective Trusts | — | — | $21K | <0.1% | |
| Hartford Core Equity R6 | Other securities | — | — | $11K | <0.1% | |
| Vanguard Lifestrat Grth Inv | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard Intl HI Div Yld Adm | Mutual Funds | — | — | $7K | <0.1% | |
| Cohen Steers Realty Shares | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
