Karen Timmins signed Western Growers Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Western Growers Association's EIN is 95-1362030.
Download the official 2024 Form 5500 (PDF) for Western Growers Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Western Growers Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | RECORDKEEPER |
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.
| $125K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESTERN GROWERS FINANCIAL SERVICES | 91-2038676 | — | INVESTMENT MANAGER | $150K | — |
| RAUB BROCK CAPITAL MANAGEMENT | 27-2620760 | — | INVESTMENT MANAGER | $103K | — |
| TRAN CAPITAL MANAGEMENT L.P. | 94-6330378 | — | INVESTMENT MANAGER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESTERN GROWERS ASSOCIATION | 95-3628301 | — | CONTRACT ADMINISTRATOR | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | AUDITOR | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALTA TRUST COMPANY | 26-1505234 | — | UNITIZATION | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FD | Common Collective Trusts | — | — | $15.4M | 10.6% | |
| SCHWAB 1000 INDEX FUND | Common Collective Trusts | — | — | $13.0M | 9.0% | |
| SCHWAB US LARGE CAP GROWTH INDEX FD | Mutual Funds | — | — | $12.4M | 8.6% | |
| INVESCO S&P 500 MOMNETUM ETF | Common Collective Trusts | — | — | $8.2M | 5.7% | |
| T ROWE PRICE SCIENCE & TECH I | Mutual Funds | — | — | $7.9M | 5.4% | |
| STANDARD STABLE ASSET FUND 1 | Guaranteed Income / GIC | — | — | $7.1M | 4.9% | |
| HARBOR INTERNATIONAL COMPOUNDERS F HARBOR TRUST COMPANY, INC. · EIN 88-3027499 / PN 001 | Common Collective Trust | — | — | $5.5M | 3.8% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMI | Mutual Funds | — | — | $3.7M | 2.6% | |
| iShares Preferred&Income Securities ETF | Other securities | — | — | $3.1M | 2.1% | |
| iShares 20+ Year Treasury Bond ETF | U.S. Treasuries | — | — | $3.0M | 2.1% | |
| VANGUARD HEALTH CARE FD ADMIRAL SHS | Mutual Funds | — | — | $2.9M | 2.0% | |
| PACER DEVELOPING MARKETS INT'L 100 ETF | Other securities | — | — | $2.5M | 1.7% | |
| PACER US CASH COWS ETF | Cash / Money Market | — | — | $2.1M | 1.5% | |
| US Treasury 3 Month Bill ETF | U.S. Treasuries | — | — | $2.0M | 1.4% | |
| DWS RREEF REAL ESTATE SEC FD INST | Other securities | — | — | $1.9M | 1.3% | |
| PARTICIPANT LOANS PARTICIPANT LOANS | Participant loans | — | — | $1.8M | 1.2% | |
| PACER US CASH COWS 100 ETF | Cash / Money Market | — | — | $1.8M | 1.2% | |
| Amplify High Income ETF | Other securities | — | — | $1.5M | 1.0% | |
| Global X US Preferred ETF | Other securities | — | — | $1.5M | 1.0% | |
| Invesco Financial Preferred ETF | Mutual Funds | — | — | $1.3M | 0.9% | |
| DoubleLine Income Solutions | Other securities | — | — | $1.3M | 0.9% | |
| FIDELITY ENVRNMNT & ALTRNTV ENRGY FD | Mutual Funds | — | — | $1.3M | 0.9% | |
| Invesco Variable Rate Preferred ETF | Mutual Funds | — | — | $1.2M | 0.8% | |
| MUTUAL, INDEX AND ETF FUNDS AMERICAN FUND BOND FD OF AMER R6 | Other securities | — | — | $1.1M | 0.8% | |
| Amazon.com Inc | Common Stocks | — | — | $987K | 0.7% | |
| First Trust Inter Dur Pref & Income Fund | Other securities | — | — | $912K | 0.6% | |
| Taiwan Semiconductor Mfg. Co. | Common Stocks | — | — | $905K | 0.6% | |
| Mastercard Inc Class A | Common Stocks | — | — | $885K | 0.6% | |
| Accenture PLC Class A | Common Stocks | — | — | $871K | 0.6% | |
| Microsoft Corp | Common Stocks | — | — | $858K | 0.6% | |
| Motorola Solutions, Inc. | Common Stocks | — | — | $853K | 0.6% | |
| TJX Companies, Inc. | Common Stocks | — | — | $846K | 0.6% | |
| Automatic Data Processing Inc | Common Stocks | — | — | $837K | 0.6% | |
| Modified Cash Basis December 31, 2024 COMMON STOCK AbbVie Inc | Cash / Money Market | — | — | $837K | 0.6% | |
| FEDERATED INSTL HIGH YIELD BND INSTL | Other securities | — | — | $829K | 0.6% | |
| S&P Global Inc | Common Stocks | — | — | $827K | 0.6% | |
| Parker-Hannifin | Other securities | — | — | $811K | 0.6% | |
| Lowe's Companies Inc | Common Stocks | — | — | $792K | 0.5% | |
| UnitedHealth Group Inc | Common Stocks | — | — | $774K | 0.5% | |
| Oracle | Other securities | — | — | $773K | 0.5% | |
| Intuit | Other securities | — | — | $770K | 0.5% | |
| Carrier Global Corp Ordinary Shares | Common Stocks | — | — | $768K | 0.5% | |
| Roper Technologies Inc | Common Stocks | — | — | $762K | 0.5% | |
| Sherwin-Williams Co | Common Stocks | — | — | $734K | 0.5% | |
| Eli Lily | Other securities | — | — | $733K | 0.5% | |
| Talen Energy Corp Ordinary Shares New | Common Stocks | — | — | $730K | 0.5% | |
| D.R. Horton Inc | Common Stocks | — | — | $721K | 0.5% | |
| Dominos Pizza, Inc. | Common Stocks | — | — | $720K | 0.5% | |
| AMERICAN GENERAL, #33448 | Other securities | — | — | $713K | 0.5% | |
| Zoetis Inc Class A | Common Stocks | — | — | $710K | 0.5% |
