Daniel M Walker signed WACO, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WACO, Inc.'s EIN is 54-0720555.
Download the official 2024 Form 5500 (PDF) for WACO, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WACO, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MIDATLANTIC CAPITAL MANAGEMENT | 54-1676983 | — | NONE | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 Fidelity 0 | Mutual Funds | — | — | $8.5M | 30.8% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $3.7M | 13.6% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $3.0M | 10.9% | |
| Vanguard Information Tech Index Adm Vanguard 0 | Mutual Funds | — | — | $2.1M | 7.5% | |
| JPMorgan Mid Cap Growth R6 JPMorgan 0 | Other securities | — | — | $2.0M | 7.1% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $1.8M | 6.6% | |
| (CL) T. Rowe Price Mid-Cap Value I T. Rowe Price 0 | Other securities | — | — | $1.5M | 5.5% | |
| T. Rowe Price Blue Chip Growth I T. Rowe Price 0 | Other securities | — | — | $1.3M | 4.6% | |
| TCW MetWest Total Return Bond Plan TCW 0 | Other securities | — | — | $921K | 3.3% | |
| American Eupac R6 American Eupac 0 | Other securities | — | — | $918K | 3.3% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $860K | 3.1% | |
| Vanguard Wellington Admiral Vanguard 0 | Mutual Funds | — | — | $826K | 3.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $179K | 0.6% |
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 |
|---|---|---|---|---|---|
| BROWN EDWARDS. | — | GLEN ALLEN, VA | NONE | $14K | — |
