Sherry Waller signed Wartsila Holding, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wartsila Holding, Inc.'s EIN is 95-3418625.
Download the official 2024 Form 5500 (PDF) for Wartsila Holding, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wartsila Holding, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $63K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL INDEX INSTL Mutual fund - | Mutual Funds | — | — | $23.5M | 12.2% | |
| WILLIAMBLAIR LARGE GROW M WILLIAM BLAIR FUNDS · EIN 26-3761443 / PN 015 | Common Collective Trust | — | — | $21.0M | 10.9% | |
| Fully Benefit-Responsive Investment Contracts: - * GUARANTEED INCOME FUND Guaranteed investment contract - | Stable Value | — | — | $18.1M | 9.4% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $12.8M | 6.6% | |
| BLACKROCK LIFEPATH INDEX 2035K Mutual fund - | Other securities | — | — | $10.8M | 5.6% | |
| BLACKROCK LIFEPATH INDEX 2050K Mutual fund - | Other securities | — | — | $8.4M | 4.4% | |
| CLEARBRIDGE INTERNATIONAL GROWTH IS Mutual fund - | Other securities | — | — | $8.2M | 4.2% | |
| BLACKROCK LIFEPATH INDEX 2045K Mutual fund - | Other securities | — | — | $7.6M | 3.9% | |
| PGIM TOTAL RETURN BOND R6 Mutual fund - | Other securities | — | — | $7.1M | 3.7% | |
| BLACKROCK LIFEPATH INDEX 2040K Mutual fund - | Other securities | — | — | $6.9M | 3.6% | |
| BLACKROCK LIFEPATH INDEX 2055K Mutual fund - | Other securities | — | — | $6.7M | 3.5% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 Mutual fund - | Other securities | — | — | $5.9M | 3.0% | |
| BLACKROCK LIFEPATH INDEX 2030K Mutual fund - | Other securities | — | — | $5.4M | 2.8% | |
| MFS MID CAP GROWTH R6 Mutual fund - | Mutual Funds | — | — | $5.4M | 2.8% | |
| VANGUARD EXTENDED MARKET IDX ADM Mutual fund - | Common Collective Trusts | — | — | $4.7M | 2.5% | |
| DODGE & COX INTERNATION STOCK - I Mutual fund - | Mutual Funds | — | — | $4.6M | 2.4% | |
| VIRTUS KAR SMALL-CAP GWOTH R6 Mutual fund - | Other securities | — | — | $4.5M | 2.3% | |
| MFS INTERNATIONAL EQUITY R6 Mutual fund - | Mutual Funds | — | — | $4.3M | 2.2% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $4.0M | 2.1% | |
| VANGUARD BALANCED INDEX ADM Mutual fund - | Mutual Funds | — | — | $3.8M | 2.0% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT K Mutual fund - | Other securities | — | — | $3.1M | 1.6% | |
| BLACKROCK LIFEPATH INDEX 2060K Mutual fund - | Other securities | — | — | $3.1M | 1.6% | |
| CLEARBRIDGE SMALL CAP GROWTH IS Mutual fund - | Other securities | — | — | $3.0M | 1.6% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $2.8M | $2.8M | 1.4% | |
| Varying maturity dates and * Notes receivables from participants ranging from 4.25% - 9.5% - | Bonds / Notes | — | — | $2.8M | 1.4% | |
| VANGUARD INTERM-TERM BOND INDEX ADM Mutual fund - | Mutual Funds | — | — | $1.8M | 0.9% | |
| NUVEEN REAL ESTATE SECURITIES R6 Mutual fund - | Mutual Funds | — | — | $1.5M | 0.8% | |
| ISHARES MSCI EAFE INTERNATIONAL INDEX K Mutual fund - | Other securities | — | — | $1.0M | 0.5% | |
| BLACKROCK LIFEPATH INDEX 2065K Mutual fund - | Other securities | — | — | $880K | 0.5% | |
| FIDELITY ADVISOR MATERIALS I Mutual fund - | Mutual Funds | — | — | $729K | 0.4% | |
| INVESCO DEVELOPING MARKETS R6 Mutual fund - | Mutual Funds | — | — | $661K | 0.3% | |
| PIMCO REAL RETURN INSTL Mutual fund - | Mutual Funds | — | — | $581K | 0.3% |
