Tiffany McGhee signed Western Ecosystems Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Western Ecosystems Technology, Inc.'s EIN is 83-0294092.
Download the official 2024 Form 5500 (PDF) for Western Ecosystems Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Western Ecosystems Technology, Inc.'s 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.7M | 40.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $706K | 7.9% | |
| Principal** LargeCap S&P 500 Index Separate Account | Pooled Separate Accounts | — | — | $516K | 5.8% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $516K | 5.8% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $510K | 5.7% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $388K | 4.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $329K | 3.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $324K | 3.6% | |
| [Assets held in pooled separate account] | Other | — | — | $324K | 3.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $182K | 2.0% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $169K | 1.9% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $161K | 1.8% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $137K | 1.5% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $133K | 1.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $111K | 1.2% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $103K | 1.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $96K | 1.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $96K | 1.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $95K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $88K | 1.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $83K | 0.9% | |
| AB US Large Cap Growth CIT W Series Class L | Common Collective Trusts | — | — | $80K | 0.9% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $80K | 0.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $60K | 0.7% | |
| PIMCO RAE US Small Fund | Mutual Funds | — | — | $57K | 0.6% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $40K | 0.5% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $39K | 0.4% | |
| Invesco Mid Cap Growth Trust Class A1 * 655 Participants** Self-directed brokerage account | Self-Directed Brokerage | — | — | $19K | 0.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $18K | 0.2% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $15K | 0.2% | |
| Voya Small Cap Growth Fund | Other securities | — | — | $13K | 0.1% | |
| Participants** Participant notes receivable at interest rate of 9 percent - | Other securities | — | — | $6K | <0.1% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $3K | <0.1% | |
| ALLSPRING SP MIDCAP VAL E2 CIT SEI TRUST COMPANY · EIN 83-6834374 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| INVESCO MID CAP GROWTH TR A1 INVESCO TRUST COMPANY · EIN 20-2583973 / PN 108 | Common Collective Trust | — | — | $656 | <0.1% |
