Mary Jameson signed Western Products, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Western Products, Inc.'s EIN is 45-0438998.
Download the official 2024 Form 5500 (PDF) for Western Products, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Western Products, 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 |
|---|---|---|---|---|---|
| BELL BANK | 45-0283315 | — | NONE | $51K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BELL AGGRESSIVE GROWTH FUND BELL BANK · EIN 35-2315675 / PN 001 | Common Collective Trust | — | — | $1.9M | 14.2% | |
| JPMorgan Mid-Cap Growth Mutual fund, dividends reinvested N/A | Other securities | — | — | $1.3M | 9.4% | |
| BELL BALANCED FUND BELL BANK · EIN 20-1146941 / PN 001 | Common Collective Trust | — | — | $1.2M | 8.8% | |
| BELL TARGET RETIREMENT 2030 FUND BELL BANK · EIN 38-3903642 / PN 001 | Common Collective Trust | — | — | $1.1M | 8.0% | |
| BELL MODERATE GROWTH BELL BANK · EIN 20-1146868 / PN 001 | Common Collective Trust | — | — | $1.0M | 7.6% | |
| Vanguard Information Technology Index Mutual fund, dividends reinvested N/A | Mutual Funds | — | — | $870K | 6.5% | |
| BELL TARGET TODAY FUND BELL BANK · EIN 37-6541283 / PN 001 | Common Collective Trust | — | — | $759K | 5.7% | |
| BELL TARGET RETIREMENT 2035 FUND BELL BANK · EIN 30-6351854 / PN 001 | Common Collective Trust | — | — | $639K | 4.8% | |
| BELL TARGET RETIREMENT 2045 FUND BELL BANK · EIN 30-6351855 / PN 001 | Common Collective Trust | — | — | $593K | 4.4% | |
| T. Rowe Price Large-Cap Growth Mutual fund, dividends reinvested N/A | Other securities | — | — | $486K | 3.6% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $439K | 3.3% | |
| BELL TARGET RETIREMENT 2050 FUND BELL BANK · EIN 61-6468478 / PN 001 | Common Collective Trust | — | — | $403K | 3.0% | |
| Vanguard Equity-Income Adm Mutual fund, dividends reinvested N/A | Mutual Funds | — | — | $402K | 3.0% | |
| BELL TARGET RETIREMENT 2040 FUND BELL BANK · EIN 35-7019612 / PN 001 | Common Collective Trust | — | — | $395K | 2.9% | |
| Vanguard Index 500 Admiral Mutual fund, dividends reinvested N/A | Mutual Funds | — | — | $387K | 2.9% | |
| John Hancock Disciplined Value Mutual fund, dividends reinvested N/A | Other securities | — | — | $265K | 2.0% | |
| BELL MODERATE INCOME BELL BANK · EIN 20-1146969 / PN 001 | Common Collective Trust | — | — | $248K | 1.9% | |
| American EuroPacific Growth Mutual fund, dividends reinvested N/A | Other securities | — | — | $242K | 1.8% | |
| BELL TARGET RETIREMENT 2055 FUND BELL BANK · EIN 37-6541235 / PN 001 | Common Collective Trust | — | — | $197K | 1.5% | |
| Vanguard Mid-Cap Growth Index Fund Mutual fund, dividends reinvested N/A | Common Collective Trusts | — | — | $170K | 1.3% | |
| BELL TARGET RETIREMENT 2060 FUND BELL BANK · EIN 36-7662154 / PN 001 | Common Collective Trust | — | — | $138K | 1.0% | |
| Hartford Small Cap Value Fund R6 Mutual fund, dividends reinvested N/A | Other securities | — | — | $122K | 0.9% | |
| various maturities, secured by vested * Participant loans account balances - | Participant loans | — | — | $122K | 0.9% | |
| Dodge & Cox Income X Mutual fund, dividends reinvested N/A | Mutual Funds | — | — | $31K | 0.2% | |
| BELL TARGET RETIREMENT 2065 FUND BELL BANK · EIN 84-6989280 / PN 001 | Common Collective Trust | — | — | $30K | 0.2% | |
| Vanguard Small-Cap Growth Index Fund Mutual fund, dividends reinvested N/A | Common Collective Trusts | — | — | $16K | 0.1% | |
| Vanguard High Yield Corporate Fund Mutual fund, dividends reinvested N/A | Mutual Funds | — | — | $4K | <0.1% | |
| BELL TARGET RETIREMENT 2025 FUND BELL BANK · EIN 30-6351858 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
