Brittany Smith signed Wilson Electric Services Corp. ESOP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wilson Electric Services Corp. ESOP's EIN is 75-3091289.
Download the official 2024 Form 5500 (PDF) for Wilson Electric Services Corp. ESOP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wilson Electric Services Corp. ESOP's plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-1520346 | — | PLAN ADMINISTRATOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS | 75-3091289 | — | INVESTMENT MANAGEMENT | $71K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENTURA TRUST COMPANY | 82-2898965 | — | TRUSTEE | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASPERGER PATTERSON & MCMULLIN, PLC | 86-0751928 | — | ACCOUNTANT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SC&H GROUP INC | 20-5991824 | — | VALUATION SERVICES | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Wilson Electric Services Corp. Stock 795,385 shares | Common Stocks | — | $32.4M | $229.9M | 87.8% | |
| 260 Pimco Income Fund 142,907.184 Shares of Mutual Funds | Mutual Funds | — | $1.5M | $1.5M | 0.6% | |
| 253 SPDR S&P 500 2,554 Shares of ETF | Common Collective Trusts | — | $1.3M | $1.5M | 0.6% | |
| 261 Thornburg Strategic Income 95,527.200 Shares of Mutual Funds | Other securities | — | $1.1M | $1.1M | 0.4% | |
| 259 Vaneck Preferred Securities 34,083 Shares of ETF | Other securities | — | $593K | $588K | 0.2% | |
| 249 Ishares Core Msci 6,385 Shares of ETF | Other securities | — | $458K | $449K | 0.2% | |
| 248 Invesco S&P 500 5,373 Shares of ETF | Common Collective Trusts | — | $322K | $360K | 0.1% | |
| 251 JP Morgan Nasdaq Equity Prem 5,731 Shares of ETF | Other securities | — | $301K | $323K | 0.1% | |
| 311 Federal Government $311,000 U.S. Treasury Note, Maturity Date 07/15/27, 4.375% Interest | U.S. Treasuries | — | $315K | $312K | 0.1% | |
| 250 J P Morgan Equity Prem Income 5,146 Shares of ETF | Other securities | — | $291K | $296K | 0.1% | |
| 257 Fidelity Advisor Stock Small Cap 6,331.349 Shares of Mutual Funds | Mutual Funds | — | $227K | $237K | <0.1% | |
| 256 Amer Funds New World 2,398.442 Shares of Mutual Funds | Other securities | — | $186K | $184K | <0.1% | |
| 258 GQG Partners Emergin Markets 10,294.528 Shares of Mutual Funds | Other securities | — | $180K | $170K | <0.1% | |
| 189 Encompass Health Corp $161,000 Corporate Bond, Maturity 02/01/28, 4.500% Interest | Bonds / Notes | — | $155K | $155K | <0.1% | |
| 229 Yum! Brands Inc $159,000 Corporate Bond, Maturity 04/01/32, 5.375% Interest | Bonds / Notes | — | $157K | $154K | <0.1% | |
| 186 Boyd Gaming Corp $159,000 Corporate Bond, Maturity 12/01/27, 4.750% Interest | Bonds / Notes | — | $154K | $154K | <0.1% | |
| 293 AT&T Inc $160,000 Corporate Bond, Maturity 06/01/27, 2.300% Interest | Bonds / Notes | — | $149K | $151K | <0.1% | |
| 292 Lowe's Cos Inc $153,000 Corporate Bond, Maturity 05/03/27, 3.100% Interest | Bonds / Notes | — | $147K | $148K | <0.1% | |
| 283 Carrier Glob Corp $154,000 Corporate Bond, Maturity 02/15/27, 2.493% Interest | Bonds / Notes | — | $145K | $147K | <0.1% | |
| 298 Duke Energy Corp $153,000 Corporate Bond, Maturity 08/15/27, 3.150% Interest | Bonds / Notes | — | $148K | $147K | <0.1% | |
| 294 DTE Energy Co Corp $146,000 Corporate Bond, Maturity 07/01/27, 4.950% Interest | Bonds / Notes | — | $148K | $147K | <0.1% | |
| 291 Bank of NY Mellon Corp $145,000 Corporate Bond, Maturity 04/26/27, 4.947% Interest | Bonds / Notes | — | $145K | $146K | <0.1% | |
| 172 Liquid Assets Govt Fund Cash | Cash / Money Market | — | $134K | $134K | <0.1% | |
| 308 Synchrony Card Issuance $125,000 Asset Backed Security, Maturity 07/15/29, 5.540% Interest | Structured Credit (CLO/ABS) | — | $127K | $127K | <0.1% | |
| 303 Discover Card Execution $125,000 Asset Backed Security, Maturity 03/15/28, 4.310% Interest | Structured Credit (CLO/ABS) | — | $124K | $125K | <0.1% | |
| 185 Transdign Inc $125,000 Corporate Bond, Maturity 11/15/27, 5.500% Interest | Bonds / Notes | — | $122K | $123K | <0.1% | |
| 286 Abbvie Inc $120,000 Corporate Bond, Maturity 03/15/27, 4.800% Interest | Bonds / Notes | — | $120K | $121K | <0.1% | |
| 289 Toronto-Dominion Bank $120,000 Corporate Bond, Maturity 04/05/27, 4.980% Interest | Bonds / Notes | — | $119K | $120K | <0.1% | |
| 265 Bk of Nova Scotia $120,000 Corporate Bond, Maturity 02/02/26, 4.750% Interest | Bonds / Notes | — | $120K | $120K | <0.1% | |
| 180 Molson Coors Brewing Co $123,000 Corporate Bond, Maturity 07/15/26, 3.000% Interest | Bonds / Notes | — | $118K | $120K | <0.1% | |
| 174 Dollar Tree Inc $120,000 Corporate Bond, Maturity 05/15/25, 4.000% Interest | Bonds / Notes | — | $118K | $120K | <0.1% | |
| 263 Citigroup Inc $120,000 Corporate Bond, Maturity 01/12/26, 3.700% Interest | Bonds / Notes | — | $117K | $119K | <0.1% | |
| 299 Westpac Banking Corp $120,000 Corporate Bond, Maturity 08/26/27, 4.043% Interest | Bonds / Notes | — | $120K | $119K | <0.1% | |
| 227 Dick's Sporting Goods $135,000 Corporate Bond, Maturity 01/15/32, 3.150% Interest | Bonds / Notes | — | $115K | $118K | <0.1% | |
| 267 Bank of Amer Corp $120,000 Corporate Bond, Maturity 04/19/26, 3.500% Interest | Bonds / Notes | — | $117K | $118K | <0.1% | |
| 270 Chevron Corp $120,000 Corporate Bond, Maturity 05/16/26, 2.954% Interest | Bonds / Notes | — | $116K | $118K | <0.1% | |
| 176 Microchip Technology Inc $118,000 Corporate Bond, Maturity 09/01/25, 4.250% Interest | Bonds / Notes | — | $117K | $118K | <0.1% | |
| 268 Wells Fargo & Co $120,000 Corporate Bond, Maturity 04/22/26, 3.000% Interest | Bonds / Notes | — | $115K | $117K | <0.1% | |
| 280 Sumitomo Mitsui Fnl $120,000 Corporate Bond, Maturity 01/11/27, 3.446% Interest | Bonds / Notes | — | $116K | $117K | <0.1% | |
| 276 JPMorgan Chase & Co $120,000 Corporate Bond, Maturity 10/01/26, 2.950% Interest | Bonds / Notes | — | $115K | $117K | <0.1% | |
| 252 Pacer US Cash Cows 2,067 Shares of ETF | Cash / Money Market | — | $113K | $117K | <0.1% | |
| 278 Citigroup Inc $120,000 Corporate Bond, Maturity 10/21/26, 3.200% Interest | Bonds / Notes | — | $115K | $117K | <0.1% | |
| 279 Abbvie Inc $120,000 Corporate Bond, Maturity 11/21/26, 2.950% Interest | Bonds / Notes | — | $115K | $117K | <0.1% | |
| 273 Oracle Corp $120,000 Corporate Bond, Maturity 07/15/26, 2.650% Interest | Bonds / Notes | — | $114K | $116K | <0.1% | |
| 221 Quanta Services Inc $130,000 Corporate Bond, Maturity 10/01/30, 2.900% Interest | Bonds / Notes | — | $115K | $116K | <0.1% | |
| 230 Motorola Solutions Inc $113,000 Corporate Bond, Maturity 06/01/32, 5.600% Interest | Bonds / Notes | — | $116K | $115K | <0.1% | |
| 285 Bk of Montreal $120,000 Corporate Bond, Maturity 03/08/27, 2.650% Interest | Bonds / Notes | — | $112K | $115K | <0.1% | |
| 284 Amer Express Co $120,000 Corporate Bond, Maturity 03/04/27, 2.550% Interest | Bonds / Notes | — | $113K | $115K | <0.1% | |
| 274 St Street Corp $113,000 Corporate Bond, Maturity 08/03/26, 5.272% Interest | Bonds / Notes | — | $114K | $114K | <0.1% | |
| 295 Genl Motors Fnl Co Inc $110,000 Corporate Bond, Maturity 07/15/27, 5.350% Interest | Bonds / Notes | — | $111K | $111K | <0.1% |
