Eugene Welders Supply Co DBA Industrial Source's EIN is 93-0366767.
Download the official 2024 Form 5500 (PDF) for Eugene Welders Supply Co DBA Industrial Source from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eugene Welders Supply Co DBA Industrial Source's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS RETIREMENT SOLUTIONS | 45-6062081 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALDRICH WEALTH ADVISORS | 93-1244319 | — | NONE | $77K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Personal Choice Retirement Accounts (PCRA) PCRA Self Directed Fund Participant Directed | Self-Directed Brokerage | — | — | $4.8M | 26.9% | |
| Vanguard Target Retirement 2030 Mutual Funds | Mutual Funds | — | — | $3.3M | 18.5% | |
| Vanguard Target Retirement 2040 Mutual Funds | Mutual Funds | — | — | $1.6M | 8.7% | |
| Vanguard Growth Index Adm Mutual Funds | Mutual Funds | — | — | $1.4M | 8.1% | |
| Vanguard Target Retirement 2025 Mutual Funds | Mutual Funds | — | — | $856K | 4.8% | |
| Vanguard Target Retirement 2050 Mutual Funds | Mutual Funds | — | — | $673K | 3.8% | |
| Schwab S&P 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $641K | 3.6% | |
| Vanguard Target Retirement 2045 Mutual Funds | Mutual Funds | — | — | $563K | 3.2% | |
| Vangaurd Target Retirement Income Mutual Funds ** 121 Vanguard BD Index FD Inc Mutual Funds | Mutual Funds | — | — | $526K | 3.0% | |
| Vanguard Value Index Adm Fund #506 Mutual Funds | Mutual Funds | — | — | $485K | 2.7% | |
| Registered investment companies Franklin Small Cap Growth Mutual Funds | Mutual Funds | — | — | $359K | 2.0% | |
| Vanguard Target Retirement 2060 Mutual Funds | Mutual Funds | — | — | $340K | 1.9% | |
| T Rowe Price Overseas Stock CL I Mutual Funds | Mutual Funds | — | — | $297K | 1.7% | |
| Vanguard Target Retirement 2020 Mutual Funds | Mutual Funds | — | — | $262K | 1.5% | |
| Vanguard Mid Cap Growth Index Adm Mutual Funds | Mutual Funds | — | — | $254K | 1.4% | |
| Interest-bearing Cash Schwab Value Advantage Money Inv Cash Equivalent Fund | Mutual Funds | — | — | $227K | 1.3% | |
| Vanguard Target Retirement 2035 Mutual Funds | Mutual Funds | — | — | $200K | 1.1% | |
| Vanguard Target Retirement 2055 Mutual Funds | Mutual Funds | — | — | $183K | 1.0% | |
| Seafarer Overseas Gr and Income Instl Mutual Funds | Other securities | — | — | $109K | 0.6% | |
| Vanguard Target Retirement 2065 Mutual Funds | Mutual Funds | — | — | $103K | 0.6% | |
| Vanguard High-Yield Corp Adm Mutual Funds | Mutual Funds | — | — | $103K | 0.6% | |
| Victory Trivalent Intl Sm Cp Mutual Funds | Other securities | — | — | $98K | 0.5% | |
| TCW Emerging Markets Income I Mutual Funds | Other securities | — | — | $87K | 0.5% | |
| Macquarie SM Cap Val Inst CL (46) Mutual Funds | Other securities | — | — | $49K | 0.3% | |
| Vanguard Short Term Investment Grade Mutual Funds | Mutual Funds | — | — | $34K | 0.2% | |
| Principal Small Cap Value II Inst Mutual Funds | Other securities | — | — | $33K | 0.2% | |
| Principal Investors Global Real Estate Mutual Funds | Other securities | — | — | $25K | 0.1% | |
| Pimco Intl Bond (USD Hedged) Inst Mutual Funds | Mutual Funds | — | — | $17K | <0.1% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $362 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
