PAM Klute signed Wisconsin Built, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wisconsin Built, Inc.'s EIN is 99-3423975.
Download the official 2024 Form 5500 (PDF) for Wisconsin Built, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wisconsin Built, 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 | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO INC | 39-6037917 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | $0 | $2.2M | 15.4% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Mutual Funds | — | $0 | $1.8M | 12.6% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Mutual Funds | — | $0 | $1.5M | 10.3% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | $0 | $1.4M | 9.7% | |
| Transamerica Intl Eq R6 Fund | Other securities | — | $0 | $1.4M | 9.7% | |
| PIMCO GOVT MNY MKT INST FUND | Mutual Funds | — | $0 | $1.1M | 7.2% | |
| WCM Focused Intl Grwth Inst Fd | Other securities | — | $0 | $876K | 6.0% | |
| LOOMIS SAYLES GROWTH N FUND | Other securities | — | $0 | $859K | 5.9% | |
| DODGE & COX INCOME X FUND | Mutual Funds | — | $0 | $819K | 5.6% | |
| BAIRD AGGREGATE BOND INST FUND | Other securities | — | $0 | $730K | 5.0% | |
| Baird MidCap Inst Fund | Other securities | — | $0 | $637K | 4.4% | |
| Parnassus Core Equity I Fund | Other securities | — | $0 | $583K | 4.0% | |
| HARTFORD DVDND AND GRWTH R6 FD | Other securities | — | $0 | $415K | 2.9% | |
| Macquarie Small Cap Core R6 Fu | Other securities | — | $0 | $383K | 2.6% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | $0 | $354K | 2.4% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | $0 | $255K | 1.8% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $162K | 1.1% | |
| Vgd Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | $0 | $117K | 0.8% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | $0 | $95K | 0.7% | |
| Vanguard Tl Stk Mkt Idx Adm Fd | Common Collective Trusts | — | $0 | $46K | 0.3% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Mutual Funds | — | $0 | $39K | 0.3% | |
| Vanguard Tgt Rmt 2070 Inv Fund | Mutual Funds | — | $0 | $30K | 0.2% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | $0 | $16K | 0.1% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Mutual Funds | — | $0 | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
