JILL Sutton signed Whitworth Tool, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whitworth Tool, Inc.'s EIN is 61-1347638.
Download the official 2024 Form 5500 (PDF) for Whitworth Tool, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whitworth Tool, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.3M | 16.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.1M | 14.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $794K | 10.3% | |
| T.Rowe Price Blue Chip Growth I Fund Mutual fund | Other securities | — | — | $747K | 9.7% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $721K | 9.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $709K | 9.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $309K | 4.0% | |
| Parnassus Mid Cap Institutional Fund Mutual fund | Other securities | — | — | $299K | 3.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $273K | 3.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $269K | 3.5% | |
| Macquarie Small Cap Core Fund R6 Mutual fund | Other securities | — | — | $258K | 3.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $180K | 2.3% | |
| American Funds American Balanced Fund R6 Mutual fund | Mutual Funds | — | — | $160K | 2.1% | |
| August 2029 -0- | Other securities | — | — | $140K | 1.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $125K | 1.6% | |
| American Funds Income Fund of America Fund R6 Mutual fund | Mutual Funds | — | — | $122K | 1.6% | |
| Diamond Hill Large Cap I Fund Mutual fund | Other securities | — | — | $106K | 1.4% | |
| American Funds New Prospective Fund R6 Mutual fund | Mutual Funds | — | — | $34K | 0.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $26K | 0.3% | |
| Vanguard International Growth Fund Admiral Mutual fund | Mutual Funds | — | — | $18K | 0.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $18K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $9K | 0.1% | |
| JP Morgan Emerging Markets Equity Fund R6 Mutual fund | Other securities | — | — | $5K | <0.1% | |
| Vanguard Real Estate Index Admiral Fund Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $2K | <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 |
|---|---|---|---|---|---|
| BAIRD INSURANCE SERVICES INC | 39-1236032 | — | OTHER SERVICES | $0 | — |
| ROBERT W. BAIRD & CO. INCORPORATED | 39-6037917 | — | OTHER SERVICES | $0 | — |
