Melissa Biernat signed Wulco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wulco, Inc.'s EIN is 61-1171211.
Download the official 2024 Form 5500 (PDF) for Wulco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wulco, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $89K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund of Amer R6 | Mutual Funds | — | — | $2.5M | 12.3% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $2.2M | 10.6% | |
| Funds Held in Insurance Company General Account Contracts * Transamerica Stable Value Core Opt | Stable Value | — | — | $1.7M | 8.2% | |
| Vanguard Total Stock Mkt Indx Adm | Mutual Funds | — | — | $1.5M | 7.4% | |
| Hartford Dividend and Growth R6 | Other securities | — | — | $1.1M | 5.4% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $1.0M | 5.0% | |
| TRANSAMERICA RTRONTRCK(R) 2040 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $881K | 4.3% | |
| Vanguard Dividend Growth Inv | Mutual Funds | — | — | $852K | 4.1% | |
| TRANSAMERICA RTRONTRCK(R) 2035 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $795K | 3.9% | |
| American Funds Fundamental Invs R6 | Mutual Funds | — | — | $683K | 3.3% | |
| Loomis Sayles Investment Grade Bond N | Other securities | — | — | $557K | 2.7% | |
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $524K | 2.6% | |
| MFS International Equity R6 | Mutual Funds | — | — | $486K | 2.4% | |
| TRANSAMERICA RTRONTRCK(R) 2055 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $481K | 2.3% | |
| TRANSAMERICA RTRONTRCK(R) 2050 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $481K | 2.3% | |
| TRANSAMERICA RTRONTRCK(R) 2060 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $442K | 2.2% | |
| Fidelity Mid Cap Stock K | Mutual Funds | — | — | $385K | 1.9% | |
| Fidelity Advisor Equity Growth Z | Mutual Funds | — | — | $384K | 1.9% | |
| Fidelity Advisor Small Cap Value Z | Mutual Funds | — | — | $364K | 1.8% | |
| Macquarie Mid Cap Growth R6 | Other securities | — | — | $361K | 1.8% | |
| Participant Loans (Notes Receivable from Participants) 4.25% - 9.50% - | Bonds / Notes | — | — | $339K | 1.7% | |
| American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $275K | 1.3% | |
| TRANSAMERICA RTRONTRCK(R) 2030 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $271K | 1.3% | |
| TRANSAMERICA RTRONTRCK(R) 2045 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $264K | 1.3% | |
| TRANSAMERICA RTRONTRCK(R) 2025 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $227K | 1.1% | |
| Royce Premier Instl | Other securities | — | — | $221K | 1.1% | |
| Columbia Select Mid Cap Value Instl3 | Other securities | — | — | $216K | 1.1% | |
| Invesco Global R6 | Mutual Funds | — | — | $208K | 1.0% | |
| T.Rowe Mid Cap Value I | Other securities | — | — | $185K | 0.9% | |
| Blackrock Equity Dividend K | Other securities | — | — | $155K | 0.8% | |
| TRANSAMERICA RTRONTRCK(R) 2010 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $129K | 0.6% | |
| BlackRock High Yield Port K | Other securities | — | — | $124K | 0.6% | |
| TRANSAMERICA RTRONTRCK(R) 2020 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $73K | 0.4% | |
| TRANSAMERICA RETIREON TRACK(R) 2065 TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $68K | 0.3% | |
| American Funds New World R6 | Mutual Funds | — | — | $37K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
