Richard Winckler signed Ferguson Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ferguson Enterprises, LLC's EIN is 54-1473338.
Download the official 2024 Form 5500 (PDF) for Ferguson Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ferguson Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1.0M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC LLC | — | WOBURN, MA | INVESTMENT ADVISOR | $113K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company of America Prudential Stable Value Fund | Stable Value | — | — | $430.4M | 12.0% | |
| PRU CORE INTERMEDIATE BOND FUND PRUDENTIAL TRUST CO · EIN 23-6994310 / PN 214 | Common Collective Trust | — | — | $430.4M | 12.0% | |
| VANGUARD TARGET RETIREMENT 2045 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $331.2M | 9.2% | |
| FIAM SMALL CAP CORE CIT CL H FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 008 | Common Collective Trust | — | — | $290.5M | 8.1% | |
| VANGUARD TARGET RETIREMENT 2035 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $285.9M | 8.0% | |
| VANGUARD TARGET RETIREMENT 2040 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $278.0M | 7.8% | |
| VANGUARD TARGET RETIREMENT 2050 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $262.7M | 7.3% | |
| Vanguard Institutional 500 Index Trust | Common Collective Trusts | — | — | $257.9M | 7.2% | |
| VAN INSTL 500 IDX TRUST VANGUARD · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $257.9M | 7.2% | |
| VANGUARD TARGET RETIREMENT 2030 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $247.7M | 6.9% | |
| FIDELITY BLUE CHIP GROWTH FIDELITY INVESTMENTS · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $235.0M | 6.6% | |
| VANGUARD TARGET RETIREMENT 2055 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $179.2M | 5.0% | |
| VANGUARD TARGET RETIREMENT 2025 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $146.5M | 4.1% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $121.5M | 3.4% | |
| Dodge & Cox Stock Class X | Mutual Funds | — | — | $100.5M | 2.8% | |
| VANGUARD TARGET RETIREMENT 2060 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $88.6M | 2.5% | |
| maturing through January 2050 - | Other securities | — | — | $81.9M | 2.3% | |
| VANGUARD TARGET RET GRWTH AND INC T VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 87-6426815 / PN 001 | Common Collective Trust | — | — | $61.5M | 1.7% | |
| Vanguard Institutional Extended Market Index Trust | Common Collective Trusts | — | — | $51.3M | 1.4% | |
| VAN INSTL EXT MKT IDX VANGUARD · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $51.3M | 1.4% | |
| Dodge & Cox Income Fund Class X | Mutual Funds | — | — | $41.3M | 1.2% | |
| Vanguard Institutional Total International Stock Market Index Trust | Common Collective Trusts | — | — | $38.8M | 1.1% | |
| VAN IT TTL INTL STK MKT IDX VANGUARD · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $38.8M | 1.1% | |
| Vanguard Institutional Total Bond Market Index Trust | Common Collective Trusts | — | — | $33.6M | 0.9% | |
| VAN INSTL TTL BD MKT IDX VANGUARD · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $33.6M | 0.9% | |
| VANGUARD TARGET RETIREMENT 2065 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $17.7M | 0.5% | |
| VANGUARD TARGET RETIREMENT 2070 TRS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $3.2M | <0.1% | |
| MCV/ROBECO BOSTON PARTNERS EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $0 | <0.1% | |
| METWEST CORE PLUS BOND ISP EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 826 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ROBECO BP LCV EQTY ISP EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 786 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP VALUE/VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $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 |
|---|---|---|---|---|---|
| PBMARES LLP | — | NEWPORT NEWS, VA | AUDITOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGUIREWOODS LLP | — | RICHMOND, VA | ATTORNEY | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL INSURANCE CO. | 22-1211670 | — | NONE | $790K | — |
| PRUDENTIAL TRUST CO. | 23-6994310 | — | NONE | $694K | — |
