David C Schroeder signed Great Western Manufacturing Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Great Western Manufacturing Company, Inc.'s EIN is 48-0777959.
Download the official 2024 Form 5500 (PDF) for Great Western Manufacturing Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Great Western Manufacturing Company, 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 |
|---|---|---|---|---|---|
| TPP RETIREMENT PLAN SPECIALISTS | 20-1301962 | — | N/A | $28K | — |
| UBS FINANCIAL SERVICES, INC. | — | KANSAS CITY, MO | N/A | $26K | — |
| COUNTRY CLUB TRUST COMPANY, N.A. | 26-0052158 | — | N/A | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Federal Money Market Investor Money Market | Mutual Funds | — | — | $1.4M | 8.6% | |
| MFS Growth Fund Mutual Fund | Mutual Funds | — | — | $1.3M | 7.7% | |
| American Funds American Mutual Fund Mutual Fund | Mutual Funds | — | — | $1.3M | 7.5% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $1.2M | 7.3% | |
| Ishares Core S&P 500 ETF Exchange Traded Fund | Common Collective Trusts | — | $619K | $1.0M | 6.1% | |
| American Funds Europacific Growth Mutual Fund | Mutual Funds | — | — | $968K | 5.8% | |
| MFS International Intrinsic Value Mutual Fund | Mutual Funds | — | — | $963K | 5.8% | |
| BlackRock Strategic Income Opp Portfolio Mutual Fund | Other securities | — | — | $618K | 3.7% | |
| American Funds New World Mutual Fund | Mutual Funds | — | — | $606K | 3.6% | |
| Ishares S&P 100 ETF Exchange Traded Fund | Other securities | — | $253K | $542K | 3.2% | |
| AB Small Cap Value Fund Mutual Fund | Other securities | — | — | $417K | 2.5% | |
| Vanguard Index Funds Mutual Fund | Common Collective Trusts | — | $237K | $406K | 2.4% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $386K | 2.3% | |
| Lord Abbett Total Return Fund Mutual Fund | Mutual Funds | — | — | $383K | 2.3% | |
| Victory Sycamore Established Value Mutual Fund | Other securities | — | — | $363K | 2.2% | |
| Lord Abbett Short Duration Income Fund Mutual Fund | Mutual Funds | — | — | $359K | 2.2% | |
| MFS Mid Cap Growth Mutual Fund | Mutual Funds | — | — | $280K | 1.7% | |
| Ishares Msci EAFE ETF Exchange Traded Fund | Other securities | — | $204K | $234K | 1.4% | |
| CCB FDIC Insured Sweep Account Money Market | Cash / Money Market | — | $229K | $229K | 1.4% | |
| Ishares Russell 2000 ETF Exchange Traded Fund | Common Collective Trusts | — | $163K | $221K | 1.3% | |
| Vanguard Small Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $168K | 1.0% | |
| Vanguard Total Intl Stock Index Funds ETF Exchange Traded Fund | Common Collective Trusts | — | $99K | $156K | 0.9% | |
| Janus Henderson Triton Mutual Fund | Mutual Funds | — | — | $139K | 0.8% | |
| United States Treasury US Treasury Note, 4.125% due 09/30/2027 | U.S. Treasuries | — | $125K | $125K | 0.7% | |
| Cibc Atlas Disciplined Equity Fund Mutual Fund | Other securities | — | $88K | $118K | 0.7% | |
| Allspring Short-Term High Income Mutual Fund | Other securities | — | $107K | $103K | 0.6% | |
| United States Treasury US Treasury Note, 2.750% due 06/30/2025 | U.S. Treasuries | — | $100K | $99K | 0.6% | |
| United States Treasury US Treasury Note, 4.000% due 02/29/2028 | U.S. Treasuries | — | $100K | $99K | 0.6% | |
| United States Treasury US Treasury Note, 4.000% due 06/30/2028 | U.S. Treasuries | — | $99K | $99K | 0.6% | |
| Ishares Russell Mid-Cap ETF Exchange Traded Fund | Other securities | — | $56K | $88K | 0.5% | |
| United States Treasury US Treasury Note, 4.625% due 03/15/2026 | U.S. Treasuries | — | $75K | $75K | 0.5% | |
| United States Treasury US Treasury Note, 3.875% due 11/30/2029 | U.S. Treasuries | — | $74K | $73K | 0.4% | |
| US Bancorp Corporate Bond, 2.375% due 7/22/2026 | Bonds / Notes | — | $69K | $73K | 0.4% | |
| United States Treasury US Treasury Note, 4.625% due 09/15/2026 | U.S. Treasuries | — | $50K | $50K | 0.3% | |
| United States Treasury US Treasury Note, 4.125% due 01/31/2025 | U.S. Treasuries | — | $50K | $50K | 0.3% | |
| Intel Corporation Corporate Bond, 3.400% due 3/25/2025 | Bonds / Notes | — | $56K | $50K | 0.3% | |
| United States Treasury US Treasury Note, 4.250% due 02/28/2029 | U.S. Treasuries | — | $50K | $50K | 0.3% | |
| United States Treasury US Treasury Note, 4.000% due 07/31/2029 | U.S. Treasuries | — | $51K | $49K | 0.3% | |
| United States Treasury US Treasury Note, 3.750% due 12/31/2028 | U.S. Treasuries | — | $50K | $49K | 0.3% | |
| United States Treasury US Treasury Note, 3.250% due 06/30/2027 | U.S. Treasuries | — | $49K | $49K | 0.3% | |
| Amazon Corporate Bond, 3.150% due 8/22/2027 | Bonds / Notes | — | $57K | $48K | 0.3% | |
| Apple, Inc. Corporate Bond, 2.050% due 9/11/2026 | Bonds / Notes | — | $53K | $48K | 0.3% | |
| Emerson Electric Corporate Bond, 0.875% due 10/15/2026 | Bonds / Notes | — | $48K | $47K | 0.3% | |
| Notes receivable from participants Various participants, interest rates from | Other securities | — | — | $46K | 0.3% | |
| Citigroup Inc. Common Stock | Common Stocks | — | $24K | $36K | 0.2% | |
| American Funds 2060 Target Date Mutual Fund | Mutual Funds | — | — | $34K | 0.2% | |
| American Funds 2025 Target Date Mutual Fund 414 American Funds 2030 Target Date Mutual Fund | Mutual Funds | — | — | $34K | 0.2% | |
| Broadcom Inc. Common Stock | Common Stocks | — | $4K | $32K | 0.2% | |
| Berkshire Hathaway Inc. Common Stock | Common Stocks | — | $16K | $32K | 0.2% | |
| Ishares Msci Emerging Markets ETF Exchange Traded Fund | Other securities | — | $34K | $29K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
