Mark Emrick signed Weston Associates Management Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weston Associates Management Co.'s EIN is 04-2577565.
Download the official 2024 Form 5500 (PDF) for Weston Associates Management Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weston Associates Management Co.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $951K | 16.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $807K | 14.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $594K | 10.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $496K | 8.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $491K | 8.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $328K | 5.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $319K | 5.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $231K | 4.0% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $207K | 3.6% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $205K | 3.6% | |
| LS LTD TRM GVT & AGENCY N | Registered Investment Companies | — | — | $189K | 3.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $167K | 2.9% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $112K | 2.0% | |
| MASSACHUSETTS INVESTORS GR R6 | Registered Investment Companies | — | — | $107K | 1.9% | |
| COLUMBIA MID CAP INDEX I3 | Registered Investment Companies | — | — | $97K | 1.7% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $89K | 1.5% | |
| MAC SCIENCE AND TECH R6 | Registered Investment Companies | — | — | $60K | 1.1% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $37K | 0.6% | |
| T. ROWE PRICE HEALTH SCI I | Registered Investment Companies | — | — | $36K | 0.6% | |
| MACQUARIE BALANCED R6 | Registered Investment Companies | — | — | $32K | 0.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $31K | 0.5% | |
| DFA LARGE CAP INTL PORT INST | Registered Investment Companies | — | — | $23K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $20K | 0.4% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $14K | 0.2% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $10K | 0.2% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $8K | 0.1% | |
| TEMPLETON GLOBAL BOND FUND R6 | Registered Investment Companies | — | — | $7K | 0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $5K | <0.1% | |
| FRANKLIN INCOME FUND R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $3K | <0.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CONSULTANT |
| $10K |
| — |
