Lawrence Wiley signed Wiley Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wiley Management, Inc.'s EIN is 02-0437733.
Download the official 2024 Form 5500 (PDF) for Wiley Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wiley Management, 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date-R3 32,749 shares | Mutual Funds | — | $33K | $556K | 19.2% | |
| American Funds 2035 Target Date-R3 20,691 shares | Mutual Funds | — | $21K | $387K | 13.3% | |
| American Funds 2050 Target Date-R3 16,668 shares | Mutual Funds | — | $17K | $341K | 11.7% | |
| American Funds 2040 Target Date-R3 15,525 shares | Mutual Funds | — | $16K | $313K | 10.8% | |
| American Funds 2055 Target Date-R3 7,439 shares | Mutual Funds | — | $7K | $191K | 6.6% | |
| American Funds 2045 Target Date-R3 7,923 shares | Mutual Funds | — | $8K | $164K | 5.7% | |
| AF U.S. Government Money Market-R3 158,173 shares | Cash / Money Market | — | $158K | $158K | 5.4% | |
| AF Moderate Growth and Income-R3 7,941 shares | Other securities | — | $8K | $143K | 4.9% | |
| American Funds 2060 Target Date-R3 7,865 shares | Mutual Funds | — | $8K | $139K | 4.8% | |
| AF The Growth Fund of America-R3 1,420 shares | Other securities | — | $1K | $102K | 3.5% | |
| AF American Balanced Fund-R3 2,664 shares | Other securities | — | $3K | $91K | 3.1% | |
| AF Washington Mutual Investors Fund-R3 1,274 shares | Other securities | — | $1K | $77K | 2.7% | |
| American Funds 2025 Target Date-R3 4,213 shares | Mutual Funds | — | $4K | $63K | 2.2% | |
| American Funds 2010 Target Date-R3 76 shares 876 * American Funds 2015 Target Date-R3 73 shares 881 * American Funds 2020 Target Date-R3 3,315 shares | Mutual Funds | — | $3K | $44K | 1.5% | |
| AF Growth And Income Portfolio-R3 2,172 shares | Other securities | — | $2K | $41K | 1.4% | |
| AF The Bond Fund of America-R3 2,673 shares | Other securities | — | $3K | $30K | 1.0% | |
| American Funds 2065 Target Date-R3 1,099 shares | Mutual Funds | — | $1K | $19K | 0.7% | |
| AF Global Growth Portfolio-R3 727 shares | Other securities | — | — | $16K | 0.6% | |
| AF Growth Portfolio-R3 318 shares | Other securities | — | — | $8K | 0.3% | |
| AF Preservation Portfolio-R3 80 shares 746 * AF Conservative Growth and Income-R3 459 shares | Other securities | — | — | $6K | 0.2% | |
| American Funds 2070 Target Date-R3 427 shares | Mutual Funds | — | — | $5K | 0.2% | |
| Capital World Growth and Income-R3 71 shares | Other securities | — | — | $4K | 0.2% | |
| AF Eupac Fund-R3 71 shares | Other securities | — | — | $4K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
