Willbanks Metals Inc.'s EIN is 75-2436310.
Download the official 2024 Form 5500 (PDF) for Willbanks Metals Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Willbanks Metals Inc.'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 |
|---|---|---|---|---|---|
| ROGERS WEALTH GROUP, INC. | — | FORT WORTH, TX | NONE | $45K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STARCORE II FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 163 | Common Collective Trust | — | — | $1.8M | 54.2% | |
| STARCORE IV FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 165 | Common Collective Trust | — | — | $367K | 10.9% | |
| Matrix Trust Company Retirement Cash Account | Cash / Money Market | — | — | $236K | 7.0% | |
| STARTRACK 2040 FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 172 | Common Collective Trust | — | — | $168K | 5.0% | |
| Participant Loans Interest Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $159K | 4.7% | |
| Vanguard Growth Index (Admiral shares) | Mutual Funds | — | — | $115K | 3.4% | |
| STARCORE III FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 164 | Common Collective Trust | — | — | $104K | 3.1% | |
| Vanguard Mid Cap Index (Admiral shares) | Mutual Funds | — | — | $82K | 2.4% | |
| Vanguard Short Term Bond Index (Admiral shares) | Mutual Funds | — | — | $65K | 1.9% | |
| STARTRACK 2030 FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 171 | Common Collective Trust | — | — | $54K | 1.6% | |
| Dimensional Fund Advisors Intermediate Government Fixed Income | Mutual Funds | — | — | $49K | 1.5% | |
| BNY Mellon Small Cap Stock Index I | Other securities | — | — | $46K | 1.4% | |
| STARCORE I FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 162 | Common Collective Trust | — | — | $23K | 0.7% | |
| STARTRACK 2050 FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 266 | Common Collective Trust | — | — | $17K | 0.5% | |
| American Funds EuroPacific Growth (R6 shares) | Mutual Funds | — | — | $16K | 0.5% | |
| STARTRACK 2060 FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 315 | Common Collective Trust | — | — | $9K | 0.3% | |
| Nuveen S&P 500 Index | Common Collective Trusts | — | — | $8K | 0.2% | |
| STARCORE US FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 167 | Common Collective Trust | — | — | $6K | 0.2% | |
| Matrix Trust Company Cash Account | Cash / Money Market | — | — | $5K | 0.2% | |
| American Funds Investment Company of America (R6 shares) | Mutual Funds | — | — | $3K | 0.1% | |
| STARCORE GLOBAL VALUE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 166 | Common Collective Trust | — | — | $3K | <0.1% | |
| Dimensional Fund Advisors US Large Cap Value | Mutual Funds | — | — | $3K | <0.1% | |
| STARCORE INTERNATIONAL FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 168 | Common Collective Trust | — | — | $1K | <0.1% | |
| STARTRACK RETIREMENT INCOME FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 169 | 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.
