KATE Levesque signed WEX Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WEX Inc.'s EIN is 01-0526993.
Download the official 2024 Form 5500 (PDF) for WEX Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WEX 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $246K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERRILL DANA LLP | 01-0176171 | — | OTHER | $22K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $77.3M | $108.3M | 20.8% | |
| WINSLOW LARGE CAP GROWTH FUND CLASS SEI TRUST COMPANY · EIN 27-3442979 / PN 043 | Common Collective Trust | — | $26.8M | $47.1M | 9.0% | |
| MFS MID CAP VALUE FUND R6 MUTUAL FUNDS | Mutual Funds | — | $29.3M | $32.2M | 6.2% | |
| AMERICAN EUROPACIFIC GROWTH R6 MUTUAL FUNDS | Other securities | — | $30.8M | $29.2M | 5.6% | |
| GREAT GRAY TR FID INSTL GREAT GRAY TRUST · EIN 38-7275325 / PN 001 | Common Collective Trust | — | $29.7M | $28.8M | 5.5% | |
| FIDELITY EXTENDED MARKET INDEX MUTUAL FUNDS | Mutual Funds | — | $21.7M | $26.2M | 5.0% | |
| T. ROWE PRICE RETIREMENT 2045 TR H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | $24.8M | $24.3M | 4.7% | |
| MFS VALUE FUND R6 MUTUAL FUNDS | Mutual Funds | — | $22.3M | $24.0M | 4.6% | |
| FIDELITY TOTAL INTL INDX FD MUTUAL FUNDS | Mutual Funds | — | $22.6M | $23.5M | 4.5% | |
| T. ROWE PRICE RETIREMENT 2040 TR H T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | $21.7M | $21.2M | 4.1% | |
| FIDELITY US BOND INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $21.5M | $21.0M | 4.0% | |
| T. ROWE PRICE RETIREMENT 2050 TR H T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | $17.6M | $17.3M | 3.3% | |
| IVY MID CAP GROWTH CIT CLASS C SEI TRUST COMPANY · EIN 45-3036428 / PN 004 | Common Collective Trust | — | $15.8M | $16.3M | 3.1% | |
| T. ROWE PRICE RETIREMENT 2055 TR H T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | $15.8M | $15.5M | 3.0% | |
| T. ROWE PRICE RETIREMENT 2035 TR H T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | $15.4M | $15.1M | 2.9% | |
| GOLDMAN SACHS STABLE VALUE CIT INST GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | $14.8M | $14.8M | 2.8% | |
| T. ROWE PRICE RETIREMENT 2030 TR H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | $14.0M | $13.8M | 2.6% | |
| DFA EMERGING MRKTS CORE INSTL MUTUAL FUNDS | Mutual Funds | — | $9.1M | $8.4M | 1.6% | |
| T. ROWE PRICE RETIREMENT 2025 TR H T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | $6.4M | $6.3M | 1.2% | |
| DEUTSCHE REAL ESTATE SEC CL R6 MUTUAL FUNDS | Other securities | — | $5.8M | $5.8M | 1.1% | |
| PRINCIPAL HIGH YIELD FD CL R6 MUTUAL FUNDS | Other securities | — | $5.7M | $5.7M | 1.1% | |
| LOAN FUND LOANS | Other securities | — | $5.3M | $5.3M | 1.0% | |
| T. ROWE PRICE RETIREMENT 2060 TR H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | $5.1M | $5.0M | 1.0% | |
| T.ROWE PRICE RETIREMENT BAL TR T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | $2.9M | $2.9M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2020 TR H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | $1.7M | $1.7M | 0.3% | |
| T.ROWE PRICE RETIREMENT 2065 TR H T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | $535K | $524K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TR H T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | $379K | $373K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TR H T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | $282K | $278K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TR H T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | $208K | $205K | <0.1% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $82K | $82K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $14K | $14K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MASSMUTUAL TOTAL RETURN BOND S GREAT GRAY TRUST COMPANY · EIN 38-7289866 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
