Weldon Sikes signed Westrian Group, Inc.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westrian Group, Inc.'s EIN is 84-0634631.
Download the official 2025 Form 5500 (PDF) for Westrian Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Westrian Group, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
| ALPHA CAPITAL MANAGEMENT GROUP |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2025 I Fund | Other securities | — | — | $2.8M | 17.4% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.5M | 15.0% | |
| T. Rowe Price T. Rowe Price Retirement 2045 I Fund | Other securities | — | — | $1.6M | 9.7% | |
| T. Rowe Price T. Rowe Price Retirement 2060 I Fund | Other securities | — | — | $1.2M | 7.6% | |
| T. Rowe Price T. Rowe Price Retirement 2070 I Fund ** 14 MFS Growth R6 Fund | Mutual Funds | — | — | $1.2M | 7.4% | |
| T. Rowe Price T. Rowe Price Retirement 2055 I Fund | Other securities | — | — | $1.1M | 6.9% | |
| T. Rowe Price T. Rowe Price Retirement 2050 I Fund | Other securities | — | — | $893K | 5.5% | |
| T. Rowe Price T. Rowe Price Retirement 2065 I Fund | Other securities | — | — | $803K | 4.9% | |
| T. Rowe Price T. Rowe Price Retirement 2040 I Fund | Other securities | — | — | $760K | 4.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $673K | 4.1% | |
| Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $572K | 3.5% | |
| T. Rowe Price T. Rowe Price Retirement 2035 I Fund | Other securities | — | — | $356K | 2.2% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $338K | 2.1% | |
| T. Rowe Price T. Rowe Price Retirement 2030 I Fund | Other securities | — | — | $335K | 2.0% | |
| Vanguard Total International Stock Index Admiral Fund | Mutual Funds | — | — | $210K | 1.3% | |
| T. Rowe Price T. Rowe Price Retirement 2020 I Fund | Other securities | — | — | $172K | 1.1% | |
| Franklin Templeton Investments Putnam Large Cap Value R6 Fund | Mutual Funds | — | — | $145K | 0.9% | |
| American Century Investments American Century Small Cap Value R6 Fund | Other securities | — | — | $141K | 0.9% | |
| Dimensional Fund Advisors DFA U.S. Small Cap Growth Instl Fund | Mutual Funds | — | — | $131K | 0.8% | |
| Victory Capital Management Inc. Victory Pioneer Strategic Income R6 Fund | Common Stocks | — | — | $92K | 0.6% | |
| Capital Group American Funds EUPAC R6 Fund | Mutual Funds | — | — | $63K | 0.4% | |
| Capital Group American Funds New World R6 Fund | Mutual Funds | — | — | $45K | 0.3% | |
| (E) | Other securities | — | — | $45K | 0.3% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $45K | 0.3% | |
| PIMCO Total Return Instl | Mutual Funds | — | — | $43K | 0.3% | |
| Participant Loans Interest rates range from 4.0% to 8.5% | Bonds / Notes | — | — | $41K | 0.3% | |
| PGIM Jennison Mid-Cap Growth R6 Fund | Other securities | — | — | $26K | 0.2% | |
| American Century Investments American Century Mid Cap Value R6 Fund | Other securities | — | — | $15K | <0.1% | |
| DWS RREEF Real Estate Securities R6 Fund | Other securities | — | — | $13K | <0.1% | |
| MFS International New Discovery R6 Fund | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-4360318 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
