Dondi Kratzenstein signed Westmoreland Mining LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westmoreland Mining LLC's EIN is 83-3555130.
Download the official 2024 Form 5500 (PDF) for Westmoreland Mining LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westmoreland Mining LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Guaranteed deposit fund * Empower Guaranteed Deposit Fund | Other securities | — | — | $12.9M | 17.1% | |
| American Funds American Funds Europacific Growth Fund | Mutual Funds | — | — | $12.1M | 16.1% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $8.9M | 11.9% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $8.5M | 11.3% | |
| JP Morgan JP Morgan Equity Income Fund | Other securities | — | — | $7.5M | 10.0% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $6.4M | 8.6% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $3.4M | 4.5% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $3.4M | 4.5% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $3.2M | 4.3% | |
| JP Morgan Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $2.9M | 3.8% | |
| Janus Henderson Janus Henderson Triton Fund | Mutual Funds | — | — | $2.4M | 3.2% | |
| Empower dates range from January 2025 to April 2036) collateralized by participants' vested account balances | Other securities | — | — | $993K | 1.3% | |
| Empower QMA Mid Cap Index Fund | Common Collective Trusts | — | — | $853K | 1.1% | |
| PGIM QUANT SOL MIDCAP INDX (IS PLTF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 833 | Pooled Separate Account | — | — | $853K | 1.1% | |
| Empower QMA Small Cap Index Fund | Common Collective Trusts | — | — | $663K | 0.9% | |
| PGIM QUANT SOL SM CAP INDX (IS PLTF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 832 | Pooled Separate Account | — | — | $663K | 0.9% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $581K | 0.8% | |
| CORE BOND ENHANCED INDEX / PGIM FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 036 | Pooled Separate Account | — | — | $523K | 0.7% | |
| LARGE CAP GROWTH III FUND (AMERCENT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 435 | Pooled Separate Account | — | — | $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 |
|---|---|---|---|---|---|
| P&M HOLDING GROUP LLP DBA PLANTE & | — | DETROIT, MI | AUDITOR | $19K | — |
