John Connell signed Wagner Equipment Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wagner Equipment Co.'s EIN is 84-0703569.
Download the official 2024 Form 5500 (PDF) for Wagner Equipment Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wagner Equipment Co.'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 | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $31.4M | 11.2% | |
| MFS American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $27.7M | 9.9% | |
| Principal* Unallocated investment contract - Principal Guaranteed Option | Other securities | — | — | $26.0M | 9.3% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $25.4M | 9.1% | |
| MFS American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $19.8M | 7.1% | |
| SSGA SP 500 IDX SEC LND SER II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $18.4M | 6.6% | |
| MFS American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | — | $16.3M | 5.8% | |
| John Hancock John Hancock Bond R6 | Other securities | — | — | $12.2M | 4.4% | |
| MFS American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $11.1M | 4.0% | |
| MFS American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $10.7M | 3.8% | |
| MFS American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $10.7M | 3.8% | |
| JPMorgan Small Cap Equity R6 | Other securities | — | — | $10.4M | 3.7% | |
| MFS American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $9.7M | 3.5% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $7.6M | 2.7% | |
| MFS INT'L EQUITY FD FEE CL U GREAT GRAY TRUST COMPANY · EIN 38-7275347 / PN 784 | Common Collective Trust | — | — | $7.5M | 2.7% | |
| SSGA SP MCP ID SEC LND SRS XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $7.2M | 2.6% | |
| MFS American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $6.0M | 2.2% | |
| Janus Henderson Enterprise Fund N | Mutual Funds | — | — | $5.0M | 1.8% | |
| MFS American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $3.0M | 1.1% | |
| State Street State Street Aggregate Bond Index Fund | Common Collective Trusts | — | — | $2.2M | 0.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.9M | 0.7% | |
| SSGA RUSSELL SC IDX SEC LND II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 040 | Common Collective Trust | — | — | $1.9M | 0.7% | |
| through July 2039 - | Other securities | — | — | $1.6M | 0.6% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $1.5M | 0.6% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $840K | 0.3% | |
| PIMCO Income Fund | Mutual Funds | — | — | $323K | 0.1% | |
| MFS American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $58K | <0.1% | |
| MFS American Funds 2070 Target Date Retirement Fund | Mutual Funds | — | — | $13K | <0.1% | |
| MFS American Funds 2015 Target Date Retirement Fund | Mutual Funds | — | — | $6K | <0.1% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC, A | 47-1411118 | — | INV ADV, PARTICIPANTS | $0 | — |
