Wolverine Tube, Inc.'s EIN is 63-0970812.
Download the official 2024 Form 5500 (PDF) for Wolverine Tube, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wolverine Tube, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | NONE | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENZA FINANCIAL LLC | 47-1337968 | — | NONE | $23K | — |
| WARREN AVERETT | — | BIRMINGHAM, AL |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Guaranteed income fund | Guaranteed Income / GIC | — | — | $2.7M | 21.7% | |
| T. Rowe Price Growth Stock Fund Mutual fund | Other securities | — | — | $2.0M | 15.6% | |
| Vanguard 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $1.8M | 14.3% | |
| MassMutual Mid-Cap Growth Fund Mutual fund | Other securities | — | — | $1.4M | 11.0% | |
| Dodge & Cox Intl Stock Fund Mutual fund | Mutual Funds | — | — | $1.3M | 10.0% | |
| Dodge & Cox Income Fund Mutual fund | Mutual Funds | — | — | $1.0M | 8.2% | |
| DFA U.S. Large Cap Value Portfolio Mutual fund | Mutual Funds | — | — | $842K | 6.7% | |
| Vanguard Selected Value Fund Mutual fund | Mutual Funds | — | — | $425K | 3.4% | |
| Invesco Global Fund Class R6 Mutual fund | Mutual Funds | — | — | $412K | 3.3% | |
| Dodge & Cox Global Bond - I Mutual fund 382 Amer Beacon SC Value Inst Fund Mutual fund | Mutual Funds | — | — | $263K | 2.1% | |
| Vanguard Balanced Index Fund Mutual fund | Common Collective Trusts | — | — | $191K | 1.5% | |
| Participant loans various maturities through 2028 | Participant loans | — | — | $90K | 0.7% | |
| Self-directed brokerage accounts Registered investment companies | Self-Directed Brokerage | — | — | $38K | 0.3% | |
| Vanguard Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $27K | 0.2% | |
| Blackrock Inflation Protected Bond Mutual fund | Other securities | — | — | $26K | 0.2% | |
| DFA Emerging Markets Portfolio Mutual fund | Mutual Funds | — | — | $24K | 0.2% | |
| PIMCO Income Fund Mutual fund | Mutual Funds | — | — | $19K | 0.2% | |
| Vanguard Mid-Cap Value Indx Adm Mutual fund | Mutual Funds | — | — | $15K | 0.1% | |
| Principal Real Est Sec Fund Mutual fund | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $20K |
| — |
