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, 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 | TRUSTEE | $60K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Federated Capital Federated Hermes Total Return N/R | Mutual Funds | — | — | $1.5M | 13.1% | |
| Bond R6 Fidelity Large Cap Growth Idx Instl N/R | Common Collective Trusts | — | — | $1.3M | 11.5% | |
| Prm Fidelity Puritan Fund N/R | Mutual Funds | — | — | $1.3M | 11.1% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $721K | 6.3% | |
| Nuveen Large Cap Value Index N/R | Mutual Funds | — | — | $692K | 6.0% | |
| Fund Federated Capital Federated Hermes MDT Large Cap N/R | Other securities | — | — | $580K | 5.1% | |
| Value Fund Fidelity US Bond Index Instl Prem N/R | Mutual Funds | — | — | $533K | 4.7% | |
| Schwab Fundamental Intl Equity N/R | Mutual Funds | — | — | $492K | 4.3% | |
| Index Fd SPDR Portfolio S&P 400 Mid Cap N/R | Other securities | — | — | $479K | 4.2% | |
| MFS International MFS International Equity R6 N/R | Mutual Funds | — | — | $454K | 4.0% | |
| Participant Loans Interest rates: 3.25% - 8.50% $0 | Bonds / Notes | — | — | $430K | 3.8% | |
| iShares Core MSCI Emerging N/R | Other securities | — | — | $328K | 2.9% | |
| Markets ETF iShares North American Natural Res N/R | Other securities | — | — | $284K | 2.5% | |
| ETF Fidelity MSCI Real Estate ETF N/R | Mutual Funds | — | — | $283K | 2.5% | |
| Goldman Sachs Goldman Sachs Intl Sm Cp Insghts N/R | Other securities | — | — | $248K | 2.2% | |
| R6 Fidelity Inflation-Prot Bd Index N/R | Mutual Funds | — | — | $237K | 2.1% | |
| Vanguard Small Cap Value Index N/R | Mutual Funds | — | — | $231K | 2.0% | |
| Fund Interest-Bearing Cash JP Morgan Chase Interest-bearing cash N/R | Cash / Money Market | — | — | $173K | 1.5% | |
| Admiral Emerald Growth Fund Instl N/R | Other securities | — | — | $161K | 1.4% | |
| Federated Capital Federated Hermes Institutional High N/R | Other securities | — | — | $147K | 1.3% | |
| Yield Bond Fund T. Rowe T. Rowe Price International Bond N/R | Other securities | — | — | $142K | 1.2% | |
| BNY Mellon BNY Mellon Global Fixed Income N/R | Other securities | — | — | $140K | 1.2% | |
| Fidelity 500 Index N/R | Common Collective Trusts | — | — | $126K | 1.1% | |
| Calamos Market Calamos Market Neutral Income N/R | Other securities | — | — | $124K | 1.1% | |
| iShares JP Morgan USD Em Mkts N/R | Other securities | — | — | $115K | 1.0% | |
| Bd ETF Vanguard Dividend Growth Fund N/R | Mutual Funds | — | — | $53K | 0.5% | |
| Schwab Small Cap Index Fund N/R | Common Collective Trusts | — | — | $39K | 0.3% | |
| American Funds American Funds New Perspective N/R | Mutual Funds | — | — | $38K | 0.3% | |
| Fund iShares Russell Mid-Cap Value N/R | Other securities | — | — | $31K | 0.3% | |
| Fund iShares Russell Mid-Cap Growth N/R | Other securities | — | — | $24K | 0.2% | |
| Index Fund Vanguard Short Term Bond Index N/R | Common Collective Trusts | — | — | $24K | 0.2% | |
| Fund Federated Government Federated Government Obligations N/R | Other securities | — | — | $17K | 0.2% | |
| Fund Fidelity International Index N/R | Mutual Funds | — | — | $17K | 0.1% | |
| Oppenheimer Invesco Developing Markets Fund - N/R | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
