Robert McNulty signed Workover Solutions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Workover Solutions' EIN is 46-2267569.
Download the official 2024 Form 5500 (PDF) for Workover Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Workover Solutions' plan includes ERISA 404(c) participant direction, profit-sharing, a default investment (QDIA), a 401(k) feature.
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 | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | CONSULTANT | $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 | |||||
|---|---|---|---|---|---|---|
| (*) Principal American Funds 2050 Target Date Retirement R6 (1) | Mutual Funds | — | — | $1.9M | 30.2% | |
| (*) Principal American Funds 2045 Target Date Retirement R6 (1) | Mutual Funds | — | — | $1.2M | 19.2% | |
| (*) Principal American Funds 2055 Target Date Retirement R6 (1) | Mutual Funds | — | — | $581K | 9.0% | |
| (*) Principal American Funds 2040 Target Date Retirement R6 (1) | Mutual Funds | — | — | $544K | 8.4% | |
| (*) Principal American Funds 2025 Target Date Retirement R6 (1) | Mutual Funds | — | — | $353K | 5.5% | |
| (*) Principal American Funds 2035 Target Date Retirement R6 (1) | Mutual Funds | — | — | $335K | 5.2% | |
| (*) Principal American Funds 2030 Target Date Retirement R6 (1) | Mutual Funds | — | — | $249K | 3.9% | |
| (*) Participants Notes Loans with interest rates of 4.25% to 10.50% 0 | Bonds / Notes | — | — | $198K | 3.1% | |
| (*) Principal LargeCap S&P 500 Index Sep Account (1) | Common Collective Trusts | — | — | $172K | 2.7% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $172K | 2.7% | |
| (*) Principal MassMutual Mid Cap Growth Fund (1) | Other securities | — | — | $109K | 1.7% | |
| (*) Principal American Funds 2065 Target Date Retirement R6 (1) | Mutual Funds | — | — | $99K | 1.5% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $86K | 1.3% | |
| (*) Principal American Century Small Cap Growth R6 (1) | Other securities | — | — | $80K | 1.2% | |
| (*) Principal Allspring Special Mid Cap Value R6 (1) | Other securities | — | — | $71K | 1.1% | |
| (*) Principal MFS Value R6 (1) | Mutual Funds | — | — | $65K | 1.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $64K | 1.0% | |
| (*) Principal American Funds 2060 Target Date Retirement R6 (1) | Mutual Funds | — | — | $44K | 0.7% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $31K | 0.5% | |
| (*) Principal Guaranteed Option (1) | Other securities | — | — | $30K | 0.5% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $28K | 0.4% | |
| (*) Principal PIMCO Income Institutional Fund (1) | Mutual Funds | — | — | $25K | 0.4% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $23K | 0.4% | |
| (*) Principal Allspring Special Small Cap Value R6 (1) | Other securities | — | — | $18K | 0.3% | |
| (*) Principal Invesco International Diversified R6 (1) | Mutual Funds | — | — | $17K | 0.3% | |
| (*) Principal Columbia Overseas Value I3 (1) | Other securities | — | — | $9K | 0.1% | |
| (*) Principal American Century Emerging Markets R6 (1) | Other securities | — | — | $7K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| (*) Principal BlackRock Stra Inc Opp K Fund (1) | Common Stocks | — | — | $3K | <0.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WILSHIRE ADVISORS LLC |
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M2B RETIREMENT CONSULTING | 81-3989034 | — | CONTRACT ADMINISTRATOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNING INVESTMENT MANGAGEMENT | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
