David C. Kaestner signed Millstone Weber, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Millstone Weber, LLC's EIN is 46-5342336.
Download the official 2024 Form 5500 (PDF) for Millstone Weber, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Millstone Weber, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $46K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $26.9M | 90.5% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4.1M | 13.7% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $4.0M | 13.5% | |
| T. ROWE PRICE NEW HORIZONS T. ROWE PRICE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $3.3M | 11.0% | |
| MFS GROWTH R3 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.6M | 8.7% | |
| MASSMUTUAL SELECT TRP RET 2050 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.8M | 6.1% | |
| MASSMUTUAL SELECT TRP RET 2020 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.6M | 5.3% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.5M | 5.1% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.4M | 4.8% | |
| INVESCO COMSTOCK A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.6% | |
| VANGUARD INTERNATIONAL GROWTH ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $923K | 3.1% | |
| MASSMUTUAL CORE BOND R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $814K | 2.7% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $661K | 2.2% | |
| MFS INTERNATIONAL NEW DISCOVERY A MFS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $545K | 1.8% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $482K | 1.6% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $342K | 1.1% | |
| MASSMUTUAL HIGH YIELD R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $319K | 1.1% | |
| WELLS FARGO SPECIAL MID CAP VALUE A ALLSPRING GLOBAL INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $297K | 1.0% | |
| MYWAYRETIREMENT SMALL CAP VALUE FD GREAT GRAY · EIN 85-3975085 / PN 000 | Common Collective Trust | — | — | $228K | 0.8% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $192K | 0.6% | |
| MYWAYRETIREMENT SMALL CAP GROWTH FD GREAT GRAY · EIN 83-3963451 / PN 000 | Common Collective Trust | — | — | $177K | 0.6% | |
| MYWAYRETIREMENT INTL VALUE FUND CL COLUMBIA FUNDS SERVICES, INC. · EIN 38-4126285 / PN 000 | Common Collective Trust | — | — | $154K | 0.5% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $69K | 0.2% |
