Alyssa Blackwell signed Waggoner Engineering, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Waggoner Engineering, Inc.'s EIN is 64-0591204.
Download the official 2023 Form 5500 (PDF) for Waggoner Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Waggoner Engineering, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | ADVISOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s - | Mutual Funds | — | — | $8.2M | 75.3% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.0M | 18.1% | |
| Money market fund - | Cash / Money Market | — | — | $517K | 4.7% | |
| Fidelity self directed brokerage account Brokerage Link | Self-Directed Brokerage | — | — | $197K | 1.8% | |
| 2520.103-8 of the Department of Labor’s Rules and Regulations for Reporting and Disclosure under the Employee | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
