Dayna Ahern signed Whitcraft LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whitcraft LLC's EIN is 06-1517370.
Download the official 2023 Form 5500 (PDF) for Whitcraft LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Whitcraft LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | ADVISOR | $53K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Collective Trust Funds Invesco Stable Value | Stable Value | — | — | $8.2M | 10.9% | |
| American Funds Target Date 2025 R6 | Mutual Funds | — | — | $8.0M | 10.6% | |
| Fidelity FID 500 Index | Common Collective Trusts | — | — | $7.3M | 9.7% | |
| American Funds AF Target Date 2030 R6 | Mutual Funds | — | — | $6.2M | 8.2% | |
| Fidelity FID Contrafund K6 | Mutual Funds | — | — | $4.7M | 6.2% | |
| American Funds AF Target Date 2045 R6 | Mutual Funds | — | — | $4.2M | 5.6% | |
| American Funds AF Target Date 2035 R6 | Mutual Funds | — | — | $4.1M | 5.5% | |
| American Funds AF Target Date 2050 R6 | Mutual Funds | — | — | $4.1M | 5.4% | |
| American Funds AF Target Date 2055 R6 | Mutual Funds | — | — | $2.8M | 3.7% | |
| Delaware Value r6 | Other securities | — | — | $2.5M | 3.4% | |
| American Funds AF balanced | Mutual Funds | — | — | $2.4M | 3.2% | |
| American Funds AF Target Date 2040 R6 | Mutual Funds | — | — | $2.4M | 3.2% | |
| American Funds AF Target Date 2060 R6 | Mutual Funds | — | — | $2.4M | 3.2% | |
| American Funds AF new perspect | Mutual Funds | — | — | $2.3M | 3.0% | |
| Blackrock Blkrk md cp gr eq k | Other securities | — | — | $2.2M | 2.9% | |
| American Funds AF Target Date 2020 R6 | Mutual Funds | — | — | $1.8M | 2.4% | |
| American Funds AF fundmntl inv | Mutual Funds | — | — | $1.2M | 1.6% | |
| Participant Loans maturing at various dates, secured by participant account balance | Participant loans | — | — | $1.2M | 1.5% | |
| MFS new disc val | Mutual Funds | — | — | $1.1M | 1.4% | |
| VI fd for income r6 | Other securities | — | — | $1.1M | 1.4% | |
| Metwest total return BD p | Other securities | — | — | $1.0M | 1.3% | |
| Vanguard Vang midcap idx adm | Common Collective Trusts | — | — | $1.0M | 1.3% | |
| MFS intl growth | Mutual Funds | — | — | $740K | 1.0% | |
| PIM real return inst | Other securities | — | — | $644K | 0.9% | |
| Vanguard Vang tot intl stk ad | Mutual Funds | — | — | $446K | 0.6% | |
| American Funds AF Target Date 2015 R6 | Mutual Funds | — | — | $374K | 0.5% | |
| American Funds AF Target Date 2010 R6 | Mutual Funds | — | — | $358K | 0.5% | |
| American Funds AF Target Date 2065 R6 | Mutual Funds | — | — | $320K | 0.4% | |
| Victory S Estb Val I | Other securities | — | — | $304K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | 20-0694403 | — | ACCOUNTANT/AUDITOR | $14K | — |
