Vicki L. Kovash signed Western Trailer Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Western Trailer Co.'s EIN is 82-0347136.
Download the official 2024 Form 5500 (PDF) for Western Trailer Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Western Trailer Co.'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 |
|---|---|---|---|---|---|
| ARBOR POINT ADVISORS LLC | 45-1050183 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | NONE | $44K | — |
| ECHELON GROUP, INC. | 82-0492018 |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX+ MODERATE RTMT R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $9.0M | 33.3% | |
| FLEXPATH INDEX+ MODERATE 2035 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $6.9M | 25.6% | |
| FLEXPATH INDEX+ MODERATE 2045 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $4.3M | 15.9% | |
| FLEXPATH INDEX+ MODERATE 2055 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $1.6M | 5.8% | |
| Participant Loans Receivable | Participant loans | — | — | $774K | 2.9% | |
| JP Morgan U.S. Equity Class A | Other securities | — | — | $756K | 2.8% | |
| Gabelli Small Cap Growth | Other securities | — | — | $430K | 1.6% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $397K | 1.5% | |
| LARGE CAP VALUE FUND CL R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $330K | 1.2% | |
| LARGE CAP GROWTH FUND II CL R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $304K | 1.1% | |
| Standard Stable Asset Fund CL 2 | Other securities | — | — | $269K | 1.0% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $247K | 0.9% | |
| JP Morgan Mid Cap Growth Fund R6 | Other securities | — | — | $217K | 0.8% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $202K | 0.8% | |
| Fidelity Adv Intl Growth FD CL Z | Mutual Funds | — | — | $175K | 0.6% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $166K | 0.6% | |
| CORE BOND FUND CL R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $165K | 0.6% | |
| American Century Real Estate FD R6 | Other securities | — | — | $83K | 0.3% | |
| BNY Mellon Intl Stock FD Y | Other securities | — | — | $69K | 0.3% | |
| FLEXPATH INDEX+ CONSERVTVE 2035 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $61K | 0.2% | |
| FLEXPATH INDEX+ CONSERVTVE 2055 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $61K | 0.2% | |
| Principal Inv High Yield Fund II Inst | Other securities | — | — | $60K | 0.2% | |
| BLACKROCK EQUITY INDEX FUND CL 1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $42K | 0.2% | |
| FLEXPATH INDEX+ CONSERVTVE RETMT R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $33K | 0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $30K | 0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE RETMT R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $26K | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2065 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7271382 / PN 763 | Common Collective Trust | — | — | $23K | <0.1% | |
| FLEXPATH INDEX+ CONSERVTVE 2045 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $16K | <0.1% | |
| JP Morgan Emrg Mkts Eqty CL R6 | Other securities | — | — | $15K | <0.1% | |
| BLACKROCK EAFE EQUITY INDEX FUND C1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $8K | <0.1% | |
| Transamerica Bond FD I | Other securities | — | — | $7K | <0.1% | |
| PIMCO Emerging Markets Currency A | Mutual Funds | — | — | $6K | <0.1% | |
| INTERNATIONAL STOCK FUND CL R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $5K | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH CL R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVTVE 2025 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 47-2935740 / PN 228 | 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.
| — |
| NONE |
| $13K |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $9K | — |
