Shawna Smith signed Feist Watson Enterprises' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Feist Watson Enterprises' EIN is 81-0379981.
Download the official 2024 Form 5500 (PDF) for Feist Watson Enterprises from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Feist Watson Enterprises' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS LLC | 26-4311657 | — | INVESTMENT/FINANCIAL ADVI | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $3.4M | 18.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.2M | 11.9% | |
| PUTNAM LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.6M | 8.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.3M | 6.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 6.8% | |
| LARGE CAP VALUE R1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.2M | 6.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 5.6% | |
| STABLE VALUE FUND - R1 WILMINGTON TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $802K | 4.2% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $631K | 3.3% | |
| FID US BOND IND | Registered Investment Companies | — | — | $623K | 3.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $620K | 3.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $550K | 2.9% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $545K | 2.9% | |
| MID CAP VAL R1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $391K | 2.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $370K | 2.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $254K | 1.3% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $247K | 1.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $242K | 1.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $242K | 1.3% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $217K | 1.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $191K | 1.0% | |
| MID CAP GROWTH R1 WILMINGTON TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $184K | 1.0% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $164K | 0.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $72K | 0.4% | |
| CLEARBRIDGE INTERN GWTH IS | Registered Investment Companies | — | — | $71K | 0.4% | |
| MFS GIBL OPPORTUNISTIC BOND R6 | Registered Investment Companies | — | — | $44K | 0.2% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $39K | 0.2% | |
| CORE PLUS BOND FD - R1 WILMINGTON TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $36K | 0.2% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $35K | 0.2% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $28K | 0.1% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $13K | <0.1% | |
| FRANKLIN SC VAL GG CIT - R WILMINGTON TRUST COMPANY · EIN 38-4126289 / PN 594 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 | — | BROKER | $126 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI | $44K | — |
