Shashonee Mitzimberg signed Northwest Pump & Equipment Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Northwest Pump & Equipment Co.'s EIN is 93-0480429.
Download the official 2024 Form 5500 (PDF) for Northwest Pump & Equipment Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northwest Pump & Equipment Co.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS | 06-1397347 | — | INVESTMENT ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG TARGET RET 2030 93,756 Shares N/A | Other securities | — | — | $3.6M | 15.5% | |
| VANG TARGET RET 2025 127,178 Shares N/A | Other securities | — | — | $2.4M | 10.4% | |
| VANG TARGET RET 2040 53,202 Shares N/A | Other securities | — | — | $2.3M | 10.0% | |
| FID 500 INDEX 9,929 Shares N/A | Common Collective Trusts | — | — | $2.0M | 8.8% | |
| FID CONTRAFUND 74,126 Shares N/A | Mutual Funds | — | — | $1.6M | 6.8% | |
| VANG TARGET RET 2020 41,876 Shares N/A | Other securities | — | — | $1.1M | 4.8% | |
| VANG TARGET RET 2055 18,904 Shares N/A | Other securities | — | — | $1.1M | 4.6% | |
| FID GOVT MMKT K6 962,004 Shares N/A | Mutual Funds | — | — | $962K | 4.2% | |
| VANG TARGET RET INC 68,906 Shares N/A | Common Stocks | — | — | $903K | 3.9% | |
| VANG TARGET RET 2045 28,465 Shares N/A | Other securities | — | — | $845K | 3.7% | |
| VANG TARGET RET 2035 29,048 Shares N/A | Other securities | — | — | $697K | 3.0% | |
| VANG TARGET RET 2050 11,978 Shares N/A | Other securities | — | — | $597K | 2.6% | |
| VANG TARGET RET 2060 10,512 Shares N/A | Other securities | — | — | $539K | 2.3% | |
| DFA US LG CAP VAL 10,714 Shares N/A | Mutual Funds | — | — | $528K | 2.3% | |
| OAKMARK EQ & INC INV 13,334 Shares N/A | Common Stocks | — | — | $479K | 2.1% | |
| VANG MDCPGR IDX ADM 4,180 Shares N/A | Common Collective Trusts | — | — | $457K | 2.0% | |
| DFA US SM CAP VALUE 8,716 Shares N/A | Mutual Funds | — | — | $423K | 1.8% | |
| FID REAL ESTATE INVS 9,419 Shares N/A | Mutual Funds | — | — | $363K | 1.6% | |
| maturing at vario us dates thro ugh 2041 -0- | Other securities | — | — | $316K | 1.4% | |
| VANG TOT INTL STK AD 9,821 Shares N/A | Other securities | — | — | $311K | 1.4% | |
| VANG MDCPVAL IDX ADM 2,864 Shares N/A | Common Collective Trusts | — | — | $240K | 1.0% | |
| VANG TARGET RET 2065 6,340 Shares N/A | Other securities | — | — | $213K | 0.9% | |
| PIM TOTAL RT INST 24,332 Shares N/A | Other securities | — | — | $206K | 0.9% | |
| DFA EMRG MKT CORE EQ 7,911 Shares N/A | Mutual Funds | — | — | $184K | 0.8% | |
| DFA INTL SMALL CO I 7,517 Shares N/A | Mutual Funds | — | — | $146K | 0.6% | |
| VANG MIDCAP IDX ADM 435 Shares N/A | Common Collective Trusts | — | — | $142K | 0.6% | |
| DFA INF PRT SEC PORT 10,706 Shares N/A | Mutual Funds | — | — | $115K | 0.5% | |
| VANG SM CAP IDX ADM 879 Shares N/A | Common Collective Trusts | — | — | $101K | 0.4% | |
| DFA US MICRO CAP IS 2,636 Shares N/A | Mutual Funds | — | — | $76K | 0.3% | |
| VANG SMCP GR IDX ADM 727 Shares N/A | Common Collective Trusts | — | — | $72K | 0.3% | |
| FID LOW PRICED STK 1,290 Shares N/A | Mutual Funds | — | — | $53K | 0.2% | |
| VANG TARGET RET 2070 85 Shares N/A | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
