Mike Howard signed Webco Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Webco Industries, Inc.'s EIN is 73-1097133.
Download the official 2024 Form 5500 (PDF) for Webco Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Webco Industries, Inc.'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 |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $93K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MANAGED ALLOC PORTFOLIO POOL TRUST BOKF, NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $40.6M | 40.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $12.9M | 12.9% | |
| Invesco Short-Term Investments Trust Government & Agency Portfolio | Mutual Funds | — | — | $9.8M | 9.8% | |
| BOKF, NA Financial Retirement 2050 Fund | Other securities | — | — | $9.8M | 9.8% | |
| Vanguard Health Care Fund | Mutual Funds | — | — | $9.2M | 9.2% | |
| BOKF, NA Financial Retirement 2060 Fund | Other securities | — | — | $8.0M | 8.0% | |
| BOKF, NA Financial Retirement 2030 Fund | Other securities | — | — | $7.6M | 7.6% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $5.5M | 5.5% | |
| T. Rowe Price Growth Stock | Other securities | — | — | $5.4M | 5.4% | |
| various maturities - | Other securities | — | — | $3.3M | 3.3% | |
| BOKF, NA Financial Strategic Small Cap Fund | Other securities | — | — | $2.8M | 2.8% | |
| Vanguard Explorer Income Fund | Mutual Funds | — | — | $2.6M | 2.6% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $2.6M | 2.6% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $2.4M | 2.4% | |
| Dimensional Fund Advisors U.S. Large Cap Value Portfolio | Mutual Funds | — | — | $2.3M | 2.3% | |
| Dimensional Fund Advisors Total Return Bond Fund Class | Mutual Funds | — | — | $2.1M | 2.1% | |
| BOKF, NA Financial Retirement 2020 Fund | Other securities | — | — | $1.5M | 1.5% | |
| BOKF, NA Financial Strategic International Fund | Other securities | — | — | $1.5M | 1.5% | |
| BOKF, NA Financial Retirement 2070 Fund | Other securities | — | — | $1.1M | 1.1% | |
| Vanguard Short-Term Index Fund | Common Collective Trusts | — | — | $984K | 1.0% | |
| BOKF, NA Financial Retirement Conservative Fund | Other securities | — | — | $741K | 0.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $76K | <0.1% | |
| BOKF, NA Financial Retirement Income | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
