RAJ Dansinghani signed Waterford Hotel Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Waterford Hotel Group, LLC's EIN is 06-1117701.
Download the official 2024 Form 5500 (PDF) for Waterford Hotel Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Waterford Hotel Group, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | CONTRACT ADMINISTRATOR | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL SECURITY GROUP | — | VIRGINIA BEACH, VA | BROKER/ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $6.6M | 24.9% | |
| T Rowe Price Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $2.9M | 10.9% | |
| JP Morgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $2.6M | 9.7% | |
| MFS Mid Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $2.3M | 8.6% | |
| Dodge & Cox Stock X Mutual Fund | Mutual Funds | — | — | $1.9M | 7.2% | |
| General Account Guaranteed Interest Account | Other securities | — | — | $1.7M | 6.3% | |
| T Rowe Price Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 6.2% | |
| PIMCO Income Instl Mutual Fund | Mutual Funds | — | — | $1.4M | 5.5% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund | Other securities | — | — | $1.4M | 5.2% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund | Other securities | — | — | $1.2M | 4.6% | |
| E I Fixed Account - Series Class VI Guaranteed Interest Account | Other securities | — | — | $748K | 2.8% | |
| Invesco Small Cap Value Y Mutual Fund | Mutual Funds | — | — | $619K | 2.3% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | Other securities | — | — | $551K | 2.1% | |
| T Rowe Priced Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $289K | 1.1% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund | Other securities | — | — | $216K | 0.8% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund | Other securities | — | — | $178K | 0.7% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund | Other securities | — | — | $123K | 0.5% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $66K | 0.2% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund | Other securities | — | — | $56K | 0.2% | |
| T. Rowe Price Retirement 2010 Fund Mutual Fund | Other securities | — | — | $34K | 0.1% | |
| American Century Small Cap Growth R6 Mutual Fund | Other securities | — | — | $33K | 0.1% | |
| T Rowe Price Retirement 2015 Fund Mutual Fund | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund Mutual Fund | Other securities | — | — | $1K | <0.1% | |
| MM SELECT TRP RETIREMENT 2060 M3 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY SMALL CAP GROWTH AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MM SELECT TRP RETIREMENT 2040 M3 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MM SELECT TRP RETIREMENT 2030 M3 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MM SELECT TRP RETIREMENT 2020 M3 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MM SELECT TRP RETIREMENT 2050 M3 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MM GLOBAL ADM MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R4 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VIRTUS CEREDEX MID-CAP VALUE EQUITY VIRTUS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BARON GROWTH RETAIL BARON CAPITAL GROUP, INC. · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FRANKLIN SMALL CAP VALUE FRANKLIN TEMPLETON INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MM SELECT TRP RETIREMENT BAL M3 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MM SELECT TRP RETIREMENT 2010 M3 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MM TOTAL RETURN BOND R4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 236 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MM S&P 500 INDEX R4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL GROWTH OPPS A MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAP FINANCIAL PARTNERS, LLC | — | RALEIGH, NC | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASI, LLC | 26-1407927 | — | THIRD PARTY ADMIN | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOYT FILIPPETTI & MALAGHAN, LLC | — | GROTON, CT | AUDITOR | $22K | — |
