Caysi Cottier signed West Technology Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
West Technology Group, LLC's EIN is 47-0777362.
Download the official 2024 Form 5500 (PDF) for West Technology Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)West Technology Group, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $105K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK | 48-1305000 | — | INVESTMENT ADVISORY | $55K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Funds JPMorgan Large Cap Growth Fund Mutual Fund | Other securities | — | — | $36.4M | 17.0% | |
| Fidelity Investments Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $29.6M | 13.8% | |
| BlackRock LifePath Index 2045 Fund Mutual Fund | Other securities | — | — | $16.5M | 7.7% | |
| BlackRock LifePath Index 2035 Fund Mutual Fund | Other securities | — | — | $15.8M | 7.4% | |
| SEI Trust Company Galliard Capital Management - Galliard Stable Return PN Fund Collective Investment Trust | Common Collective Trusts | — | — | $14.1M | 6.6% | |
| BlackRock LifePath Index 2040 Fund Mutual Fund | Other securities | — | — | $13.9M | 6.5% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $13.5M | 6.3% | |
| American Century Investments American Century Mid Cap Value Fund Mutual Fund | Other securities | — | — | $10.7M | 5.0% | |
| BlackRock LifePath Index 2050 Fund Mutual Fund | Other securities | — | — | $10.5M | 4.9% | |
| Fidelity Investments Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $8.9M | 4.1% | |
| BlackRock LifePath Index 2030 Fund Mutual Fund | Other securities | — | — | $8.1M | 3.8% | |
| BlackRock LifePath Index Retirement Fund Mutual Fund | Other securities | — | — | $7.3M | 3.4% | |
| Vanguard Group Vanguard Developed Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $7.1M | 3.3% | |
| Dodge and Cox Funds Dodge & Cox Stock Fund Mutual Fund | Mutual Funds | — | — | $6.9M | 3.2% | |
| JP Morgan Funds JPMorgan Core Plus Bond Fund Mutual Fund | Other securities | — | — | $3.7M | 1.7% | |
| Legg Mason ClearBridge Small Cap Growth Fund Mutual Fund | Other securities | — | — | $3.5M | 1.6% | |
| Principal Funds, Inc. Principal MidCap Fund Mutual Fund | Common Stocks | — | — | $3.5M | 1.6% | |
| The American Funds American Funds EuroPacific Growth Fund Mutual Fund | Mutual Funds | — | — | $3.4M | 1.6% | |
| BlackRock LifePath Index 2055 Fund Mutual Fund | Other securities | — | — | $3.2M | 1.5% | |
| PGIM Investments PGIM High Yield Fund Mutual Fund | Other securities | — | — | $2.6M | 1.2% | |
| Fidelity Investments Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.5M | 0.7% | |
| Participant Loans Participant Loans, Interest Rates from 4.25% to 9.50% Participant Loans | Bonds / Notes | — | — | $1.3M | 0.6% | |
| BlackRock LifePath Index 2060 Fund Mutual Fund | Other securities | — | — | $1.3M | 0.6% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option Investment Contract | Common Stocks | — | — | $1.2M | 0.5% | |
| Vanguard Group Vanguard Emerging Markets Stock Index Fund/United States Mutual Fund | Common Collective Trusts | — | — | $739K | 0.3% | |
| Vanguard Group Vanguard Inflation-Protected Securities Fund Mutual Fund | Mutual Funds | — | — | $719K | 0.3% | |
| Vanguard Group Vanguard Real Estate Index Fund Mutual Fund | Common Collective Trusts | — | — | $683K | 0.3% | |
| PIMCO Income Fund Mutual Fund | Mutual Funds | — | — | $666K | 0.3% | |
| JP Morgan Funds Undiscovered Managers Behavioral Value Fund Mutual Fund | Other securities | — | — | $500K | 0.2% | |
| BlackRock Lifepath Index 2065 Fund Mutual Fund | Other securities | — | — | $340K | 0.2% | |
| PIMCO International Bond Fund U.S. Dollar-Hedged Mutual Fund | Mutual Funds | — | — | $274K | 0.1% | |
| Columbia Funds Columbia Overseas Value Fund Mutual Fund | Other securities | — | — | $197K | <0.1% | |
| PGIM TARGET DATE INC INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 196 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2015 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 186 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2020 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 187 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2025 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 188 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2030 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 189 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2035 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 190 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2040 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 191 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2045 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 192 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2050 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 193 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2055 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 194 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2060 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 195 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2065 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 197 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEST TECHNOLOGY GROUP | 47-0698853 | — | ACCOUNTANT | $18K | — |
