Heidi Stanley signed Woods HOLE Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Woods HOLE Group's EIN is 04-3408801.
Download the official 2024 Form 5500 (PDF) for Woods HOLE Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Woods HOLE Group'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 | $18K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.9M | 12.6% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1.3M | 8.8% | |
| BLACKROCK EQUITY DIVIDEND K | Registered Investment Companies | — | — | $812K | 5.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $652K | 4.3% | |
| FIRST EAGLE OVERSEAS R6 | Registered Investment Companies | — | — | $616K | 4.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $491K | 3.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $478K | 3.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $470K | 3.1% | |
| LOOMIS SAYLES INV GRADE BOND N | Registered Investment Companies | — | — | $423K | 2.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $422K | 2.8% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $414K | 2.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $393K | 2.6% | |
| COL SEL MID CAP VALUE I | Registered Investment Companies | — | — | $361K | 2.4% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $341K | 2.2% | |
| AMERFUNDS 2030 TARG DATERET R6 292 REGISTERED INVESTMENT COMPANY VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $335K | 2.2% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $314K | 2.1% | |
| AMC FOCUSED LARGE CAP VAL R6 | Registered Investment Companies | — | — | $304K | 2.0% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $303K | 2.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $299K | 2.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $284K | 1.9% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $261K | 1.7% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $254K | 1.7% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $244K | 1.6% | |
| PRIMECAP ODYSSEY STOCK FUND | Registered Investment Companies | — | — | $240K | 1.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $210K | 1.4% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $194K | 1.3% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $188K | 1.2% | |
| PIMCO DIVERSIFIED INC - INST | Registered Investment Companies | — | — | $188K | 1.2% | |
| BNYM STRATEGIC VALUE - I | Registered Investment Companies | — | — | $183K | 1.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $176K | 1.2% | |
| FID ADV SMALL CAP FUND - Z | Registered Investment Companies | — | — | $155K | 1.0% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $146K | 1.0% | |
| VANGUARD HIGH DIV YIELD INDX | Registered Investment Companies | — | — | $133K | 0.9% | |
| NEU LARGE CAP VALUE FUND INST | Registered Investment Companies | — | — | $110K | 0.7% | |
| CALVERT US LC CORE RESP INDX I | Registered Investment Companies | — | — | $110K | 0.7% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $110K | 0.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $109K | 0.7% | |
| VANGUARD GROWTH & INCOME ADMIR | Registered Investment Companies | — | — | $97K | 0.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $93K | 0.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $92K | 0.6% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $78K | 0.5% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $75K | 0.5% | |
| AMERFUNDS 2040 TARG DATERET R6 103 REGISTERED INVESTMENT COMPANY PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $73K | 0.5% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $70K | 0.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $66K | 0.4% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $61K | 0.4% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $58K | 0.4% | |
| IMPAX GLBL ENVIRON MKTS INST | Registered Investment Companies | — | — | $52K | 0.3% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $51K | 0.3% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $50K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $50K |
| — |
