Corey Smith signed Western Materials, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Western Materials, Inc.'s EIN is 91-0158860.
Download the official 2023 Form 5500 (PDF) for Western Materials, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Western Materials, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES LLC | — | MINNEAPOLIS, MN | BROKER/ADVISER | $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 | |||||
|---|---|---|---|---|---|---|
| General Account (MassMutual) Guaranteed interest account ** ♦ $ | Other securities | — | — | $6.4M | 52.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.4M | 11.1% | |
| MM S&P 500(R) INDEX SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $633K | 5.2% | |
| MASSMUTUAL SMALL CAP OPPS R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $532K | 4.3% | |
| MASSMUTUAL BLUE CHIP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $530K | 4.3% | |
| MASSMUTUAL INTERNATIONAL EQ R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $472K | 3.9% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $459K | 3.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $284K | 2.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $206K | 1.7% | |
| MASSMUTUAL FUNDAMENTAL VALUE R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $195K | 1.6% | |
| MASSMUTUAL CORE BOND R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $180K | 1.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $169K | 1.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $149K | 1.2% | |
| MASSMUTUAL INFL-PROT AND INC A MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $141K | 1.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $115K | 0.9% | |
| MFS UTILITIES R3 MFS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $112K | 0.9% | |
| maturing through November 2028 | Other securities | — | — | $106K | 0.9% | |
| T. ROWE PRICE NEW HORIZONS T. ROWE PRICE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $92K | 0.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $36K | 0.3% | |
| LongTermUSGovt (PIMCO) Registered investment company | Mutual Funds | — | — | $34K | 0.3% | |
| PIMCO LONG-TERM US GOVERNMENT A PIMCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $34K | 0.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $21K | 0.2% | |
| OAKMARK EQUITY AND INCOME INVESTOR OAKMARK · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $18K | 0.1% | |
| DELAWARE EXTENDED DURATION BOND A DELAWARE FUNDS BY MACQUARIE · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $5K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $20 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
