Karin Neiswender signed Worley Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Worley Group Inc.'s EIN is 94-2624994.
Download the official 2024 Form 5500 (PDF) for Worley Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Worley Group 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $510K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT CONSULTING | 76-0696203 | — | INSURANCE REP/BROKER | $115K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INST 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $150.0M | 10.7% | |
| Vanguard Group Vanguard PRIMECAP Fund | Mutual Funds | — | — | $125.9M | 9.0% | |
| Group Annuity Contracts * Principal Life Insurance Company Principal Guaranteed Option | Common Stocks | — | — | $114.3M | 8.1% | |
| Vanguard Group Vanguard Target Retirement 2045 Trust | Mutual Funds | — | — | $66.0M | 4.7% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $66.0M | 4.7% | |
| Vanguard Group Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $63.5M | 4.5% | |
| Vanguard Group Vanguard Target Retirement 2035 Trust | Mutual Funds | — | — | $60.6M | 4.3% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $60.6M | 4.3% | |
| JP Morgan JP Morgan Large Cap Fund | Other securities | — | — | $57.9M | 4.1% | |
| Janus International Holding, LLC Janus Henderson Forty Fund | Mutual Funds | — | — | $46.7M | 3.3% | |
| Vanguard Group Vanguard Wellington Fund | Mutual Funds | — | — | $45.9M | 3.3% | |
| Vanguard Group Vanguard Target Retirement 2025 Trust | Mutual Funds | — | — | $45.7M | 3.3% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $45.7M | 3.3% | |
| Vanguard Group Vanguard Explorer Fund | Mutual Funds | — | — | $41.8M | 3.0% | |
| Vanguard Group Vanguard Target Retirement 2040 Trust | Mutual Funds | — | — | $36.6M | 2.6% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $36.6M | 2.6% | |
| Vanguard Group Vanguard Target Retirement 2030 Trust | Mutual Funds | — | — | $34.0M | 2.4% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $34.0M | 2.4% | |
| Vanguard Group Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $33.0M | 2.3% | |
| Dodge and Cox Funds Dodge & Cox Stock Fund | Mutual Funds | — | — | $29.2M | 2.1% | |
| Vanguard Group Vanguard Target Retirement 2050 Trust | Mutual Funds | — | — | $28.6M | 2.0% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $28.6M | 2.0% | |
| Vanguard Group Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $26.9M | 1.9% | |
| VANGUARD INS TOT BD MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $26.9M | 1.9% | |
| PRINCIPAL LT 2040 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 004 | Common Collective Trust | — | — | $26.6M | 1.9% | |
| Fidelity Investments Fidelity Advisor High Income Advantage Fund | Mutual Funds | — | — | $25.1M | 1.8% | |
| PRINCIPAL LT 2030 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 003 | Common Collective Trust | — | — | $25.0M | 1.8% | |
| Vanguard Group Vanguard Target Retirement 2055 Trust | Mutual Funds | — | — | $19.6M | 1.4% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $19.6M | 1.4% | |
| Vanguard Group Vanguard Global Equity Fund | Mutual Funds | — | — | $18.0M | 1.3% | |
| Dodge and Cox Funds Dodge & Cox International Stock Fund | Mutual Funds | — | — | $17.1M | 1.2% | |
| Vanguard Group Vanguard Windsor II Fund | Mutual Funds | — | — | $16.6M | 1.2% | |
| PIMCO Funds PIMCO Income Institutional Fund | Mutual Funds | — | — | $16.2M | 1.2% | |
| PRINCIPAL LT 2050 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 005 | Common Collective Trust | — | — | $16.1M | 1.1% | |
| PIMCO Funds PIMCO Total Return Fund | Mutual Funds | — | — | $14.9M | 1.1% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $14.1M | 1.0% | |
| Vanguard Group Vanguard Target Retirement Income Trust | Mutual Funds | — | — | $14.1M | 1.0% | |
| s * Principal Life Insurance Company Principal Diversified International Fund | Pooled Separate Accounts | — | — | $14.0M | 1.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $14.0M | 1.0% | |
| PRINCIPAL LT 2020 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 002 | Common Collective Trust | — | — | $12.8M | 0.9% | |
| Macquarie Mid Cap Growth Fund | Other securities | — | — | $12.6M | 0.9% | |
| Vanguard Group Vanguard Target Retirement 2020 Trust | Mutual Funds | — | — | $11.6M | 0.8% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $11.6M | 0.8% | |
| PRINCIPAL LT STRA INC FD TR II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 006 | Common Collective Trust | — | — | $11.2M | 0.8% | |
| Buffalo Funds Buffalo Small Cap Fund | Other securities | — | — | $11.2M | 0.8% | |
| Vanguard Group Vanguard Energy Index Fund | Common Collective Trusts | — | — | $11.1M | 0.8% | |
| Vanguard Group Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $10.5M | 0.7% | |
| VANG INST TOT INTL STK IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $10.5M | 0.7% | |
| Vanguard Group Vanguard FTSE Social Index Admiral | Mutual Funds | — | — | $10.0M | 0.7% | |
| Notes receivable from participants Interest rates range: 4.25% - 9.50% - | Bonds / Notes | — | — | $8.3M | 0.6% |
