Kevin Zwick signed East END Welding, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
East END Welding, LLC's EIN is 46-3790638.
Download the official 2024 Form 5500 (PDF) for East END Welding, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)East END Welding, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $833 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv Mutual fund N/A | Mutual Funds | — | — | $1.7M | 32.9% | |
| Vanguard Target Retirement 2045 Inv Mutual fund N/A | Mutual Funds | — | — | $778K | 14.8% | |
| Vanguard Target Retirement 2035 Inv Mutual fund N/A | Mutual Funds | — | — | $359K | 6.8% | |
| Vanguard Target Retirement 2050 Inv Mutual fund N/A | Mutual Funds | — | — | $323K | 6.1% | |
| Vanguard Target Retirement 2065 Inv Mutual fund N/A | Mutual Funds | — | — | $289K | 5.5% | |
| Vanguard Target Retirement 2055 Inv Mutual fund N/A | Mutual Funds | — | — | $274K | 5.2% | |
| Vanguard Target Retirement 2060 Inv Mutual fund N/A | Mutual Funds | — | — | $259K | 4.9% | |
| Vanguard Target Retirement 2040 Inv Mutual fund N/A | Mutual Funds | — | — | $245K | 4.7% | |
| Vanguard Target Retirement 2025 Inv Mutual fund N/A | Mutual Funds | — | — | $182K | 3.5% | |
| NT COL S&P 500 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $171K | 3.2% | |
| Loans with repayment terms of 1 to 5 years with rates ranging from * Notes receivable from participants 4.25% to 9.50% - | Bonds / Notes | — | — | $155K | 2.9% | |
| Vanguard Target Retirement 2020 Inv Mutual fund N/A | Mutual Funds | — | — | $139K | 2.6% | |
| PUTNAM STABLE VALUE FUND PUTMAN INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $107K | 2.0% | |
| NT ACWI EX-US IMI-DC-NL-TIER 4 NORTHERN TRUST GLOABL INVESTMENTS CITS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $67K | 1.3% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $41K | 0.8% | |
| Vanguard Target Retirement 2070 Inv Mutual fund N/A | Mutual Funds | — | — | $29K | 0.5% | |
| NT ACWI EX US IMI FUND Mutual fund N/A - Principal SmallCap Growth I R6 Mutual fund N/A | Other securities | — | — | $26K | 0.5% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $16K | 0.3% | |
| NT EXTENDED EQUITY MKT INDEX NL-TIE NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $16K | 0.3% | |
| Allspring Special Small Cap Value Mutual fund N/A | Other securities | — | — | $15K | 0.3% | |
| Vanguard Target Retirement Income Inv Mutual fund N/A | Mutual Funds | — | — | $14K | 0.3% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $11K | 0.2% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 46-6138589 / PN 088 | Common Collective Trust | — | — | $7K | 0.1% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $3 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAPFINANCIAL PARTNERS LLC |
| — |
| RALEIGH, NC |
| INVESTMENT ADVISOR |
| $9K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INS SERVICES INC | — | CINCINNATI, OH | CONTRACT ADMIN | $4K | — |
