Heather Stewart signed Ward Manufacturing, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ward Manufacturing, LLC's EIN is 71-1042639.
Download the official 2024 Form 5500 (PDF) for Ward Manufacturing, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ward Manufacturing, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| CITIZENS & NORTHERN BANK | 24-0756925 | WELLSBORO, PA | NONE | $40K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Preservation R6 Mutual Funds Fidelity Puritan Fund N/R | Mutual Funds | — | — | $1.5M | 12.0% | |
| Fidelity Large Cap Growth Idx Instl N/R | Common Collective Trusts | — | — | $1.2M | 9.9% | |
| Prm Federated Capital Federated Hermes Total Return N/R | Other securities | — | — | $1.1M | 8.5% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.0M | 8.2% | |
| Bond R6 Nuveen Large Cap Value Index N/R | Mutual Funds | — | — | $591K | 4.7% | |
| Fund R6 SPDR Portfolio S&P 400 Mid Cap N/R | Other securities | — | — | $527K | 4.2% | |
| Federated Capital Federated Hermes MDT Large Cap N/R | Other securities | — | — | $492K | 3.9% | |
| ETF Fidelity US Bond Index Instl Prem N/R | Mutual Funds | — | — | $431K | 3.4% | |
| Value Fund - R6 Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $423K | 3.4% | |
| Schwab Fundamental Intl Equity N/R | Mutual Funds | — | — | $419K | 3.3% | |
| Index Fd MFS International MFS International Equity R6 N/R | Mutual Funds | — | — | $389K | 3.1% | |
| Vanguard Small Cap Value Index N/R | Mutual Funds | — | — | $320K | 2.6% | |
| Admiral Vanguard Dividend Growth Fund N/R | Mutual Funds | — | — | $310K | 2.5% | |
| iShares Core MSCI Emerging N/R | Other securities | — | — | $298K | 2.4% | |
| Markets ETF iShares North American Natural Res N/R | Other securities | — | — | $243K | 1.9% | |
| ETF Fidelity MSCI Real Estate ETF N/R | Mutual Funds | — | — | $242K | 1.9% | |
| Goldman Sachs Goldman Sachs Intl Sm Cp Insghts N/R | Other securities | — | — | $219K | 1.7% | |
| R6 Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $214K | 1.7% | |
| Interest-Bearing Cash Federated Capital Federated Hermes Government N/R | Cash / Money Market | — | — | $139K | 1.1% | |
| Emerald Growth Fund Institutional N/R | Other securities | — | — | $135K | 1.1% | |
| Class T. Rowe Price T.Rowe Price International Bond I N/R | Other securities | — | — | $115K | 0.9% | |
| Federated Capital Federated Hermes Capital Pres R6 N/R | Other securities | — | — | $113K | 0.9% | |
| Federated Capital Federated Hermes Instl High Yield N/R | Other securities | — | — | $104K | 0.8% | |
| Bond R6 BNY Mellon BNY Mellon Global Fixed Income - I N/R | Other securities | — | — | $100K | 0.8% | |
| iShares JP Morgan USD Em Mkts N/R | Other securities | — | — | $93K | 0.7% | |
| Bd ETF Calamos Market Calamos Market Neutral Income I N/R | Other securities | — | — | $92K | 0.7% | |
| iShares Russell Mid-Cap Growth N/R | Other securities | — | — | $72K | 0.6% | |
| Index Fund iShares Russell Mid-Cap Value ETF N/R | Common Collective Trusts | — | — | $44K | 0.3% | |
| Fund American Funds American Funds New Perspective N/R | Mutual Funds | — | — | $35K | 0.3% | |
| Fund Schwab Small Cap Index Fund N/R | Common Collective Trusts | — | — | $26K | 0.2% | |
| Obligations Fund Premier * Participant Loans Interest rate: 3.25% - 8.50% $0 | Bonds / Notes | — | — | $22K | 0.2% | |
| Vanguard Short Term Bond Index N/R | Mutual Funds | — | — | $1K | <0.1% | |
| STABLE VALUE FUND WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
