Brittany Smith signed Wilson Electric Services Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wilson Electric Services Corporation's EIN is 75-3091289.
Download the official 2024 Form 5500 (PDF) for Wilson Electric Services Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wilson Electric Services Corporation'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO. | 01-0233346 | BOSTON, MA | RECORDKEEPER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC INSTITUTIONAL ASSET MGT | 22-3952636 | — | RETAINED BY EMPLOYER | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 22 Vanguard 500 Index Fd Admiral | Common Collective Trusts | — | — | $4.8M | 22.0% | |
| BROKERAGE ACCOUNT 30 *John Hancock Various | Self-Directed Brokerage | — | — | $4.1M | 18.7% | |
| S 1 Allspring Global Investments Allspring Core Bond R6 | Mutual Funds | — | — | $1.9M | 8.9% | |
| 7 American Funds Amer Target 2035 Fund R6 | Mutual Funds | — | — | $1.2M | 5.5% | |
| 9 American Funds Amer Target 2045 Fund R6 | Mutual Funds | — | — | $977K | 4.5% | |
| 23 Vanguard International Value | Mutual Funds | — | — | $968K | 4.4% | |
| 6 American Funds Amer Target 2030 Fund R6 | Mutual Funds | — | — | $883K | 4.1% | |
| PUTNAM STABLE VALUE PSVF 25 PUTNAM FIDUCIARY TRUST CO. LLC · EIN 04-3159710 / PN 002 | Common Collective Trust | — | — | $752K | 3.5% | |
| 19 MFS Total Return Fund R6 | Mutual Funds | — | — | $736K | 3.4% | |
| 5 American Funds Amer Target 2025 Fund R6 | Mutual Funds | — | — | $725K | 3.3% | |
| 27 Vanguard Ttl Bd Mkt Ind Adm | Mutual Funds | — | — | $659K | 3.0% | |
| 8 American Funds Amer Target 2040 Fund R6 | Mutual Funds | — | — | $595K | 2.7% | |
| 15 Columbia Threadneedle Columbia Small Cap Val II Int3 | Other securities | — | — | $582K | 2.7% | |
| Participant Loans Interest Rates Ranging from 3.25% - 9.50% - | Bonds / Notes | — | — | $499K | 2.3% | |
| 17 JP Morgan JPMorgan Emerging Mkts Eqty R6 | Other securities | — | — | $453K | 2.1% | |
| 21 T Rowe Price T Rowe Price Growth Stock (I) | Mutual Funds | — | — | $360K | 1.7% | |
| 3 American Funds Amer Target 2010 Fund R6 ** 40 4 American Funds Amer Target 2020 Fund R6 | Mutual Funds | — | — | $262K | 1.2% | |
| 11 American Funds Amer Target 2055 Fund R6 | Mutual Funds | — | — | $259K | 1.2% | |
| 14 American Funds American Funds 2065 TD Ret R6 | Mutual Funds | — | — | $248K | 1.1% | |
| PGI CIT US REIT TIER 1 PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $179K | 0.8% | |
| 12 American Funds Amer Target 2060 Fund R6 | Mutual Funds | — | — | $161K | 0.7% | |
| 24 Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $135K | 0.6% | |
| 25 Vanguard Sm Cap Index Fd Adm | Mutual Funds | — | — | $99K | 0.5% | |
| 16 JP Morgan JP Morgan Mid Cap Growth R6 | Other securities | — | — | $69K | 0.3% | |
| 26 Vanguard Total Int Idx Adm | Common Collective Trusts | — | — | $60K | 0.3% | |
| 10 American Funds Amer Target 2050 Fund R6 | Mutual Funds | — | — | $59K | 0.3% | |
| 13 American Century Investments American Cent SC Growth R6 | Other securities | — | — | $48K | 0.2% | |
| 20 MFS Value Fund (R6) | Mutual Funds | — | — | $9K | <0.1% | |
| 18 MFS International Growth Fd R6 | Mutual Funds | — | — | $3K | <0.1% | |
| 2 Allspring Global Investments Allspring Spc Mid Cap Value R6 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
