William Doughty signed Certified Stainless Services, Inc. DBA West-Mark's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Certified Stainless Services, Inc. DBA West-Mark's EIN is 94-1683335.
Download the official 2024 Form 5500 (PDF) for Certified Stainless Services, Inc. DBA West-Mark from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Certified Stainless Services, Inc. DBA West-Mark'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 | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| Am Fds 2035 Trgt Dte Rtm R6 Fd Registered Investment Company | Common Stocks | — | — | $2.0M | 17.9% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd Registered Investment Company | Common Stocks | — | — | $1.7M | 15.3% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd Registered Investment Company | Common Stocks | — | — | $1.4M | 12.3% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd Registered Investment Company | Common Stocks | — | — | $1.0M | 9.5% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd Registered Investment Company | Common Stocks | — | — | $995K | 9.0% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd Registered Investment Company | Common Stocks | — | — | $889K | 8.1% | |
| s * Principal Guaranteed Option Guaranteed Investment Contract | Guaranteed Income / GIC | — | — | $866K | 7.9% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd Registered Investment Company | Common Stocks | — | — | $490K | 4.4% | |
| Participant Loans Interest rates at (5.25% ~ 10.50%) $0 | Bonds / Notes | — | — | $459K | 4.2% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd Registered Investment Company | Common Stocks | — | — | $393K | 3.6% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd Registered Investment Company | Common Stocks | — | — | $349K | 3.2% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd Registered Investment Company | Common Stocks | — | — | $234K | 2.1% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd Registered Investment Company | Common Stocks | — | — | $141K | 1.3% | |
| BLACKROCK EQTY INDEX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $68K | 0.6% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $22K | 0.2% | |
| LARGE CAP GRWTH FUND IV CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $15K | 0.1% | |
| Registered Investment Companies Columbia Strat Income I3 Fund Registered Investment Company ** $691 Am Fds 2010 Trgt Dte Rtm R6 Fd Registered Investment Company | Common Stocks | — | — | $14K | 0.1% | |
| (E) | Other securities | — | — | $14K | 0.1% | |
| BLACKROCK EAFE EQ IDX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $8K | <0.1% | |
| INTERNATIONAL STOCK R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $7K | <0.1% | |
| Am Fds 2070 Trgt Dte Rtm R6 Fd Registered Investment Company | Common Stocks | — | — | $5K | <0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $2K | <0.1% | |
| BLACKROCK US DEBT INDEX R FD GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $2K | <0.1% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $976 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
