Valerie Ferrell signed Westin Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westin Inc.'s EIN is 47-0615732.
Download the official 2024 Form 5500 (PDF) for Westin Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westin Inc.'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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS LLC | 20-4553256 | — | NONE | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $11.0M | 98.8% | |
| TIAA-CREF Lifecycle Idx 2050 I | Common Collective Trusts | — | — | $2.1M | 18.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.9M | 17.0% | |
| TIAA-CREF Lifecycle Idx 2025 I | Common Collective Trusts | — | — | $1.6M | 14.4% | |
| TIAA-GREF Lifecycle Idx 2030 I | Common Collective Trusts | — | — | $1.1M | 9.9% | |
| TIAA-CREF Lifecycle Idx 2040 I | Common Collective Trusts | — | — | $984K | 8.8% | |
| TIAA-CREF Lifecycle Idx 2055 I | Common Collective Trusts | — | — | $790K | 7.1% | |
| TIAA-CREF Lifecycle Idx 2035 I | Common Collective Trusts | — | — | $583K | 5.2% | |
| TIAA-CREF Lifecycle Idx 2045 I | Common Collective Trusts | — | — | $376K | 3.4% | |
| TIAA-CREF Lifecycle Idx 2060 I | Common Collective Trusts | — | — | $312K | 2.8% | |
| TIAA-CREF Lifecycle Idx 2020 I | Common Collective Trusts | — | — | $224K | 2.0% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $194K | 1.7% | |
| TIAA-CREF Lifecycle Idx 2015 I | Common Collective Trusts | — | — | $106K | 1.0% | |
| Amerfds Europac Grth R6 | Other securities | — | — | $93K | 0.8% | |
| Invesco Disc Midcapgr R6 | Mutual Funds | — | — | $88K | 0.8% | |
| MFS Val R6 | Mutual Funds | — | — | $86K | 0.8% | |
| American United Life Ins Co | Common Stocks | — | — | $81K | 0.7% | |
| Fidelity US Bond Idx | Common Collective Trusts | — | — | $72K | 0.6% | |
| Fidelity Total Intl Idx | Common Collective Trusts | — | — | $64K | 0.6% | |
| Met West Total Return BD P | Other securities | — | — | $59K | 0.5% | |
| Fidelity Midcap Idx | Common Collective Trusts | — | — | $55K | 0.5% | |
| Undscvrdmgrs Behavioral Val R6 | Other securities | — | — | $44K | 0.4% | |
| Cohen Steers Real Est Sec Z | Other securities | — | — | $37K | 0.3% | |
| PGIM High-Yield R6 | Other securities | — | — | $37K | 0.3% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $25K | 0.2% | |
| Fidelity Smcap Idx | Common Collective Trusts | — | — | $24K | 0.2% | |
| Amercent Emerging Mkts R6 | Other securities | — | — | $22K | 0.2% | |
| AB Small Cap Growth Z | Other securities | — | — | $17K | 0.2% | |
| TIAA-CREF Lifecycle Idx 2065 I | Common Collective Trusts | — | — | $11K | 0.1% | |
| TIAA-CREF Lifecycle Idx Inc I | Common Collective Trusts | — | — | $3K | <0.1% | |
| TIAA-CREF Lifecycle Idx 2010 I | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
