Steve Knaus signed Weyauwega Cheese, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weyauwega Cheese, LLC's EIN is 46-1478054.
Download the official 2023 Form 5500 (PDF) for Weyauwega Cheese, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Weyauwega Cheese, LLC'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS. AND ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $252 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANNEX WEALTH MANAGEMENT LLC | 68-0524298 | — | SERVICE PROVIDER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| 18 Voya Retirement Insurance and Annuity Company Vanguard LifeStrategy Growth Fund | Mutual Funds | — | — | $330K | 16.6% | |
| VANGRD LIFESTRAT GRW FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $330K | 16.6% | |
| 27 * Voya Retirement Insurance and Annuity Company Voya Target Retirement 2040 Fund | Common Stocks | — | — | $273K | 13.7% | |
| VANGRD TRGT RETIRE 2040 FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $273K | 13.7% | |
| VANGRD 500 INDEX FUND ADM VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $254K | 12.7% | |
| 26 * Voya Retirement Insurance and Annuity Company Voya Target Retirement 2035 Fund | Common Stocks | — | — | $149K | 7.5% | |
| VANGRD TRGT RETIRE 2035 FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $149K | 7.5% | |
| 23 * Voya Retirement Insurance and Annuity Company Voya Target Retirement 2020 Fund ** 108 24 * Voya Retirement Insurance and Annuity Company Voya Target Retirement 2025 Fund | Common Stocks | — | — | $146K | 7.4% | |
| VANGRD TRGT RETIRE 2025 FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $146K | 7.4% | |
| AMCEN ULTRA FUND R6 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $124K | 6.2% | |
| AMCEN MID CAP VALUE FUND R6 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $103K | 5.2% | |
| 30 * Voya Retirement Insurance and Annuity Company Voya Target Retirement 2055 Fund | Common Stocks | — | — | $77K | 3.9% | |
| VANGRD TRGT RETIRE 2055 FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $77K | 3.9% | |
| 28 * Voya Retirement Insurance and Annuity Company Voya Target Retirement 2045 Fund | Common Stocks | — | — | $58K | 2.9% | |
| VANGRD TRGT RETIRE 2045 FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $58K | 2.9% | |
| 19 Voya Retirement Insurance and Annuity Company Vanguard LifeStrategy Moderate Growth Fund | Mutual Funds | — | — | $57K | 2.9% | |
| VANGRD LIFESTRAT MD GRW FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $57K | 2.9% | |
| VOYA FIXED ACCOUNT (4062) VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $54K | 2.7% | |
| 31 * Voya Retirement Insurance and Annuity Company Voya Target Retirement 2060 Fund | Common Stocks | — | — | $54K | 2.7% | |
| VANGRD TRGT RETIRE 2060 FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $54K | 2.7% | |
| VOYA MID-CAP GROWTH EQTY FD 8 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $49K | 2.5% | |
| VOYA LARGE CAP GROWTH FUND 8 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $41K | 2.1% | |
| 29 * Voya Retirement Insurance and Annuity Company Voya Target Retirement 2050 Fund | Common Stocks | — | — | $28K | 1.4% | |
| VANGRD TRGT RETIRE 2050 FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $28K | 1.4% | |
| 22 Voya Retirement Insurance and Annuity Company Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $27K | 1.4% | |
| VANGRD TOT INT STK IN F ADM VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $27K | 1.4% | |
| AMCEN EMERGING MARKETS FD R6 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $25K | 1.2% | |
| VANGRD BALANCED INDEX FND ADM VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $23K | 1.1% | |
| 25 * Voya Retirement Insurance and Annuity Company Voya Target Retirement 2030 Fund | Common Stocks | — | — | $17K | 0.8% | |
| VANGRD TRGT RETIRE 2030 FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $17K | 0.8% | |
| AMERICAN FUNDS EUROPACIFIC R6 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $15K | 0.7% | |
| 32 * Voya Retirement Insurance and Annuity Company Voya Target Retirement 2065 Fund | Common Stocks | — | — | $13K | 0.7% | |
| VANGRD TRGT RETIRE 2065 FD VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $13K | 0.7% | |
| 17 Voya Retirement Insurance and Annuity Company Vanguard LifeStrategy Conservative Growth Fund | Mutual Funds | — | — | $13K | 0.6% | |
| VANGRD LIFESTRAT CNS GR FD INV VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $13K | 0.6% | |
| Notes Receivable from Participants Maturing at various dates through 2028 -0- | Other securities | — | — | $12K | 0.6% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $9K | 0.4% | |
| 11 Voya Retirement Insurance and Annuity Company JP Morgan US Value Fund | Common Stocks | — | — | $9K | 0.4% | |
| JPMORGAN US VAL FD R6 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $9K | 0.4% | |
| VANGRD SMALL-CAP INDEX FND ADM VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $8K | 0.4% | |
| DFA GLOBAL REAL EST SEC PT INS VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $8K | 0.4% | |
| INV GLOBAL FD R6 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $6K | 0.3% | |
| PGIM HIGH YIELD FUND R6 VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $2K | 0.1% | |
| VANGRD MID-CAP INDEX FUND ADM VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $2K | 0.1% | |
| 8 Voya Retirement Insurance and Annuity Company DFA Inflation-Protected Securities Portfolio | Mutual Funds | — | — | $2K | 0.1% | |
| DFA INFL-PROT SEC PORT INS VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $2K | 0.1% | |
| DFA US TARGETED VL PORT INS VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| 12 Voya Retirement Insurance and Annuity Company Janus Henderson Developing World Bond Fund | Mutual Funds | — | — | $2K | <0.1% | |
| JANUS HNDR DEV WRLD BND FD N VOYA RETIREMENT · EIN 46-1478054 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| 6 Voya Retirement Insurance and Annuity Company ClearBridge Small Cap Growth Fund | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
