Jennifer Putnam signed Waypoint Maine, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Waypoint Maine, Inc.'s EIN is 01-0279587.
Download the official 2024 Form 5500 (PDF) for Waypoint Maine, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Waypoint Maine, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Mutual of America Clear Passage 2035 Fund Mutual fund | Other securities | — | — | $1.0M | 17.5% | |
| Mutual of America Clear Passage 2030 Fund Mutual fund | Other securities | — | — | $726K | 12.5% | |
| Mutual of America Clear Passage 2025 Fund Mutual fund | Other securities | — | — | $686K | 11.8% | |
| Mutual of America Clear Passage 2045 Fund Mutual fund | Other securities | — | — | $527K | 9.0% | |
| . MUTUAL FUND Mutual of America MoA Clear Passage 2040 Fund | Other securities | — | — | $486K | 8.3% | |
| Mutual of America Clear Passage 2050 Fund Mutual fund | Other securities | — | — | $422K | 7.2% | |
| Fixed Account Insurance Contract | Other securities | — | — | $411K | 7.0% | |
| MULTIFUND * LINCOLN NAT'L LIFE - LVIP SSGA S&P 500 INDEX | Common Collective Trusts | — | — | $170K | 2.9% | |
| Mutual of America Clear Passage 2060 Fund Mutual fund | Other securities | — | — | $167K | 2.9% | |
| Mutual of America Clear Passage 2055 Fund Mutual fund | Other securities | — | — | $161K | 2.8% | |
| Mutual of America Retirement Income Fund Mutual fund | Other securities | — | — | $124K | 2.1% | |
| Vanguard Treasury Money Market Investor Mutual fund | Mutual Funds | — | — | $93K | 1.6% | |
| Mutual of America Equity Index Fund Mutual fund | Common Collective Trusts | — | — | $93K | 1.6% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $80K | 1.4% | |
| T. Rowe Price Blue Chip Growth I Mutual fund | Other securities | — | — | $79K | 1.3% | |
| Lincoln VIP SSGA Small-Cap Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $79K | 1.3% | |
| Lincoln VIP T.Rowe Price Structured Fund Pooled separate account | Pooled Separate Accounts | — | — | $75K | 1.3% | |
| Fidelity Growth Portfolio Pooled separate account | Pooled Separate Accounts | — | — | $66K | 1.1% | |
| Mutual of America Clear Passage 2020 Fund Mutual fund | Other securities | — | — | $51K | 0.9% | |
| MULTIFUND * LINCOLN NAT'L LIFE - LVIP AM CENTURY BAL FD | Other securities | — | — | $50K | 0.9% | |
| Mutual of America Clear Passage 2065 Fund Mutual fund | Other securities | — | — | $40K | 0.7% | |
| BlackRock Mid-Cap Growth Equity K Mutual fund | Other securities | — | — | $39K | 0.7% | |
| MULTIFUND * LINCOLN NAT'L LIFE - JANUS HENDERSON GLB RESEARCH | Mutual Funds | — | — | $36K | 0.6% | |
| LVIP Baron Growth Opportunities Fund Pooled separate account | Pooled Separate Accounts | — | — | $16K | 0.3% | |
| Lincoln VIP SSGA Global Tactical Allocation Fund Pooled separate account | Pooled Separate Accounts | — | — | $15K | 0.3% | |
| Dodge & Cox Stock Mutual fund | Mutual Funds | — | — | $13K | 0.2% | |
| Fidelity Asset Manager Portfolio Pooled separate account | Pooled Separate Accounts | — | — | $12K | 0.2% | |
| MULTIFUND * LINCOLN NAT'L LIFE - T. ROWE PRICE INT'L STOCK | Other securities | — | — | $11K | 0.2% | |
| Mutual of America Small Cap Equity Index Fund Mutual fund | Common Collective Trusts | — | — | $11K | 0.2% | |
| Lincoln VIP Global Conservative Allocation Pooled separate account | Pooled Separate Accounts | — | — | $11K | 0.2% | |
| LINCOLN NAT'L LIFE - LVIP GLBAL MODERATE ALLOCTN MR | Pooled Separate Accounts | — | — | $10K | 0.2% | |
| Calvert US Large Cap Core Rspnb Idx R6 Mutual fund | Common Collective Trusts | — | — | $10K | 0.2% | |
| MULTIFUND * LINCOLN NAT'L LIFE - LVIP MACQUARIE US REIT FUND | Common Stocks | — | — | $6K | 0.1% | |
| Delaware VIP REIT Series Pooled separate account | Pooled Separate Accounts | — | — | $6K | 0.1% | |
| MULTIFUND * LINCOLN NAT'L LIFE - AMERICAN FUNDS GLOBAL GROWTH | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard International Growth Adm Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| Victory RS Small Cap Growth R6 Mutual fund | Other securities | — | — | $4K | <0.1% | |
| Vanguard Real Estate Index Admiral Mutual fund | Mutual Funds | — | — | $3K | <0.1% | |
| MULTIFUND * LINCOLN NAT'L LIFE - AMERICAN FUNDS GROWTH FUND | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Total Bond Market Index Adm Mutual fund | Mutual Funds | — | — | $3K | <0.1% | |
| Lincoln VIP Global Growth Allocation Fund Pooled separate account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| MULTIFUND * LINCOLN NAT'L LIFE - LVIP DIMENSIONAL US CORE EQTY1 | Mutual Funds | — | — | $2K | <0.1% | |
| MULTIFUND * LINCOLN NAT'L LIFE - LVIP MACQUARIE BOND FUND | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Mutual of America Mid Cap Equity Index Fund Mutual fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| Fidelity Contrafund Portfolio Pooled separate account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| Delaware VIP SMID Cap Core Pooled separate account ** 274 * Lincoln VIP Social Awareness Fund Pooled separate account | Pooled Separate Accounts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
