Kristen KIES signed Western Distributing Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Western Distributing Company's EIN is 84-0376087.
Download the official 2024 Form 5500 (PDF) for Western Distributing Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Western Distributing Company'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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL, LLC | — | GRAND JUNCTION, CO | ADVISOR | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement | Mutual Funds | — | — | $3.3M | 18.5% | |
| American Funds 2020 Target Date Retirement | Mutual Funds | — | — | $2.4M | 13.5% | |
| American Funds 2040 Target Date Retirement | Mutual Funds | — | — | $2.0M | 11.5% | |
| American Funds 2030 Target Date Retirement | Mutual Funds | — | — | $2.0M | 11.4% | |
| American Funds 2025 Target Date Retirement | Mutual Funds | — | — | $1.8M | 10.2% | |
| American Funds 2045 Target Date Retirement | Mutual Funds | — | — | $936K | 5.3% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $562K | 3.2% | |
| American Funds 2050 Target Date Retirement | Mutual Funds | — | — | $488K | 2.7% | |
| Bank of California Master deposit account | Other securities | — | — | $400K | 2.3% | |
| American Funds 2055 Target Date Retirement | Mutual Funds | — | — | $362K | 2.0% | |
| Participant Loans Participant notes receivable with interest rates ranging from 4.25% to 9.5% | Bonds / Notes | — | — | $334K | 1.9% | |
| American Funds 2060 Target Date Retirement | Mutual Funds | — | — | $250K | 1.4% | |
| JPMorgan Mid Cap Growth | Other securities | — | — | $127K | 0.7% | |
| American Funds Balanced R6 | Mutual Funds | — | — | $82K | 0.5% | |
| Vanguard Mid Cap Value Index | Mutual Funds | — | — | $67K | 0.4% | |
| Vanguard International Growth | Mutual Funds | — | — | $66K | 0.4% | |
| iShares S&P 500 Index | Common Collective Trusts | — | — | $57K | 0.3% | |
| Vanguard Real Estate Index | Mutual Funds | — | — | $45K | 0.3% | |
| Vanguard Small-Cap Index | Mutual Funds | — | — | $40K | 0.2% | |
| PIMCO Income Fund | Mutual Funds | — | — | $27K | 0.1% | |
| Vanguard Equity-Income | Mutual Funds | — | — | $18K | 0.1% | |
| American Funds Bond Fund of America Class R6 | Mutual Funds | — | — | $14K | <0.1% | |
| Vanguard High-Yield Corporate | Mutual Funds | — | — | $6K | <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 |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $8K | — |
