Brian Caffrey signed Wenco Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wenco Industries, Inc.'s EIN is 84-0820842.
Download the official 2024 Form 5500 (PDF) for Wenco Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wenco Industries, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASHTON THOMAS PRIVATE WEALTH | — | DENVER, CO | NONE | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Instl Prem Fidelity 0 | Mutual Funds | — | — | $375K | 14.8% | |
| AMERICAN INNOVATION ALTA TRUST · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $206K | 8.1% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | Mutual Funds | — | — | $194K | 7.7% | |
| Fidelity Freedom Index 2045 Instl Prem Fidelity 0 | Mutual Funds | — | — | $180K | 7.1% | |
| Fidelity Freedom Index 2055 Instl Prem Fidelity 0 | Mutual Funds | — | — | $167K | 6.6% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 741 T. Rowe Price Overseas Stock I T. Rowe Price 0 | Mutual Funds | — | — | $143K | 5.6% | |
| Fidelity Freedom Index 2040 Instl Prem Fidelity 0 | Mutual Funds | — | — | $139K | 5.5% | |
| T. Rowe Price Dividend Growth I T. Rowe Price 0 | Other securities | — | — | $137K | 5.4% | |
| Fidelity Freedom Index 2050 Instl Prem Fidelity 0 | Mutual Funds | — | — | $136K | 5.4% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $122K | 4.8% | |
| JPMorgan Equity Income R6 JP Morgan 0 | Other securities | — | — | $102K | 4.0% | |
| Fidelity Freedom Index 2060 Instl Prem Fidelity 0 | Mutual Funds | — | — | $99K | 3.9% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $98K | 3.9% | |
| BlackRock Total Return K BlackRock 0 | Other securities | — | — | $70K | 2.8% | |
| Fidelity Freedom Index 2065 Instl Prem Fidelity 0 | Mutual Funds | — | — | $65K | 2.6% | |
| iShares MSCI EAFE Intl Index K iShares 0 | Other securities | — | — | $65K | 2.6% | |
| AMERICAN STABLE VALUE FUND ALTA TRUST · EIN 88-2207041 / PN 001 | Common Collective Trust | — | — | $51K | 2.0% | |
| Fidelity Freedom Index Inc Instl Prem Fidelity 0 84 Various Rates and Maturities Participant's Loan Account 0 | Mutual Funds | — | — | $39K | 1.5% | |
| Fidelity Freedom Index 2025 Instl Prem Fidelity 0 | Mutual Funds | — | — | $19K | 0.8% | |
| DFA US Small Cap Growth Instl DFA 0 | Mutual Funds | — | — | $17K | 0.7% | |
| Fidelity Freedom Index 2030 Instl Prem Fidelity 0 | Mutual Funds | — | — | $17K | 0.7% | |
| State Street Equity 500 Index K State Street 0 | Common Collective Trusts | — | — | $13K | 0.5% | |
| Fidelity Freedom Index 2010 Instl Prem Fidelity 0 43 Fidelity Freedom Index 2015 Instl Prem Fidelity 0 43 Fidelity Freedom Index 2020 Instl Prem Fidelity 0 | Mutual Funds | — | — | $6K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
