Richard HUEY signed Eleven Western Builders, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eleven Western Builders, Inc.'s EIN is 95-3792979.
Download the official 2024 Form 5500 (PDF) for Eleven Western Builders, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eleven Western Builders, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF Exchange Traded Fund N/A | Mutual Funds | — | — | $2.2M | 20.6% | |
| Vanguard FTSE Developed Markets Exchange Traded Fund N/A | Mutual Funds | — | — | $2.0M | 18.0% | |
| iShares Core Total US Bond Market ETF Exchange Traded Fund N/A | Other securities | — | — | $1.7M | 15.4% | |
| SPDR Portfolio S&P 500 ETF Exchange Traded Fund N/A | Common Collective Trusts | — | — | $1.2M | 11.0% | |
| Vanguard FTSE Emerging Markets Exchange Traded Fund N/A | Mutual Funds | — | — | $694K | 6.4% | |
| SPDR Portfolio S&P 400 Mid Cap Exchange Traded Fund N/A | Other securities | — | — | $531K | 4.9% | |
| Vanguard Total International Bond ETF Exchange Traded Fund N/A | Mutual Funds | — | — | $386K | 3.5% | |
| SPDR Portfolio S&P 600 Small Cap ETF Exchange Traded Fund N/A | Other securities | — | — | $375K | 3.4% | |
| iShares Emerging Markets USD Bond ETF Exchange Traded Fund N/A | Other securities | — | — | $338K | 3.1% | |
| iShares 0-5 Year TIPS Bond ETF Exchange Traded Fund N/A | Other securities | — | — | $216K | 2.0% | |
| Notes receivable from participants Maturing 2025-2033 at interest rates of 5.25% to 9.50% $ - | Bonds / Notes | — | — | $191K | 1.8% | |
| Jpmorgan Ultra-Short Income Exchange Traded Fund N/A | Other securities | — | — | $161K | 1.5% | |
| Vanguard Value ETF Exchange Traded Fund N/A | Mutual Funds | — | — | $146K | 1.3% | |
| Vanguard LongTerm Government Bond Exchange Traded Fund N/A 56 Vanguard Mid-Cap Value ETF Exchange Traded Fund N/A | U.S. Treasuries | — | — | $99K | 0.9% | |
| Xtrackers USD High Yield Corporate Bond Exchange Traded Fund N/A | Other securities | — | — | $91K | 0.8% | |
| iShares Trust iShares 5-10 Yr Inv. Grade Corp Bond ETF Exchange Traded Fund N/A | Common Stocks | — | — | $81K | 0.7% | |
| Vanguard Dividend Appreciation ETF Exchange Traded Fund N/A | Mutual Funds | — | — | $76K | 0.7% | |
| iShares National AMT-Free Muni Bond ETF Exchange Traded Fund N/A | Bonds / Notes | — | — | $59K | 0.5% | |
| SPDR S&P Kensho New Economies Composite ETF Exchange Traded Fund N/A | Other securities | — | — | $30K | 0.3% | |
| Vanguard U.S. Large-cap Growth Equity ETF Exchange Traded Fund N/A | Mutual Funds | — | — | $29K | 0.3% | |
| Vanguard Short-Term Inflation-Protected Securities ETF Exchange Traded Fund N/A | Mutual Funds | — | — | $28K | 0.3% | |
| Vanguard Global ex-U.S. Real Estate ETF Exchange Traded Fund N/A | Mutual Funds | — | — | $25K | 0.2% | |
| Vanguard Small-Cap Value ETF Exchange Traded Fund N/A | Mutual Funds | — | — | $20K | 0.2% | |
| Schwab U.S. REIT ETF Exchange Traded Fund N/A | Mutual Funds | — | — | $14K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
