Shelley COHN signed Winston Industries, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Winston Industries, LLC's EIN is 61-0703831.
Download the official 2024 Form 5500 (PDF) for Winston Industries, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Winston Industries, 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 |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO INCORPORATED | — | MILWAUKEE, WI | NONE | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWB DX RTRMT TRT 2030 I CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $1.0M | 12.3% | |
| Schwab Indexed Retirement Trust 2030 Cl I | Mutual Funds | — | — | $1.0M | 12.3% | |
| Schwab Indexed Retirement Trust 2035 Cl I | Mutual Funds | — | — | $929K | 11.4% | |
| SCHWB DX RTRMT TRT 2035 I CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $929K | 11.4% | |
| G SACHS SV CIT IV GOLDMAN SACHS · EIN 13-4019460 / PN 000 | Common Collective Trust | — | — | $672K | 8.3% | |
| BLACKROCK EQUITY INDEX R WILMINGTON TRUST NA · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $658K | 8.1% | |
| Vanguard Total Stk Mkt Index - Admr | Mutual Funds | — | — | $540K | 6.6% | |
| Schwab Indexed Retirement Trust 2045 Cl I | Mutual Funds | — | — | $464K | 5.7% | |
| SCHWB DX RTRMT TRT 2040 I CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $464K | 5.7% | |
| Blackrock Mid Cap Equity Index Fund R | Common Collective Trusts | — | — | $427K | 5.3% | |
| Schwab Indexed Retirement Trust 2040 Cl I | Mutual Funds | — | — | $356K | 4.4% | |
| SCHWB DX RTRMT TRT 2045 I CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $356K | 4.4% | |
| BR EAFE EQUITY IND R WILMINGTON TRUST NA · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $336K | 4.1% | |
| Schwab Indexed Retirement Trust 2025 Cl I | Mutual Funds | — | — | $327K | 4.0% | |
| SCHWB DX RTRMT TRT 2025 I CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $327K | 4.0% | |
| Vanguard Small-Cap ETF | Mutual Funds | — | — | $296K | 3.6% | |
| BR U.S. DEBT INDEX R WILMINGTON TRUST NA · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $272K | 3.3% | |
| Vanguard Short Term lnfla Protect Sec Index | Mutual Funds | — | — | $271K | 3.3% | |
| Blackrock High Yield Bond Portfolio Class K | Other securities | — | — | $224K | 2.8% | |
| Fidelity Real Estate Index Institutional | Mutual Funds | — | — | $201K | 2.5% | |
| Vanguard Total lntnl Bond Index Fd - Admr | Mutual Funds | — | — | $186K | 2.3% | |
| DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $164K | 2.0% | |
| with maturity dates through August 2029 | Other securities | — | — | $162K | 2.0% | |
| SCHWB DX RTRMT TRT 2050 I CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $160K | 2.0% | |
| Schwab Indexed Retirement Trust 2050 Cl I | Mutual Funds | — | — | $160K | 2.0% | |
| SCHWB DX RTRMT TRT 2060 I CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $158K | 1.9% | |
| Schwab Indexed Retirement Trust 2060 Cl I | Mutual Funds | — | — | $158K | 1.9% | |
| Vanguard Short-Term Bond Index - Admr | Mutual Funds | — | — | $142K | 1.7% | |
| Schwab Indexed Retirement Trust 2055 Cl I | Mutual Funds | — | — | $90K | 1.1% | |
| SCHWB DX RTRMT TRT 2055 I CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $90K | 1.1% | |
| BR MSCI ACWI EX-US IDX R WILMINGTON TRUST NA · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $67K | 0.8% | |
| Schwab Indexed Retirement Trust 2010 Cl I | Mutual Funds | — | — | $17K | 0.2% | |
| SCHWB DX RTRMT TRT 2010 I CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $17K | 0.2% | |
| Schwab Indexed Retirement Trust 2020 Cl I | Mutual Funds | — | — | $11K | 0.1% | |
| SCHWB DX RTRMT TRT 2020 I CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $11K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
