Michael Smith signed Westpoint Home LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westpoint Home LLC's EIN is 11-3752285.
Download the official 2024 Form 5500 (PDF) for Westpoint Home LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westpoint Home LLC's plan includes 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $2.4M | 10.2% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.4M | 10.1% | |
| Jp Morgan Large Cap Growth R6 | Other securities | — | — | $2.3M | 9.6% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $2.2M | 9.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.7M | 7.2% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.6M | 6.6% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.6% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.7% | |
| Equity Income Fund | Other securities | — | — | $1.0M | 4.3% | |
| Mid-Cap Growth Fund | Other securities | — | — | $1.0M | 4.3% | |
| Dividend Growth Fund | Other securities | — | — | $911K | 3.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $715K | 3.0% | |
| Macquarie Small Cap Core R6 | Other securities | — | — | $692K | 2.9% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $677K | 2.9% | |
| Vanguard Selected Value Fund | Mutual Funds | — | — | $567K | 2.4% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $541K | 2.3% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $451K | 1.9% | |
| Fidelity Total Intl Index Fund | Common Collective Trusts | — | — | $426K | 1.8% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $249K | 1.1% | |
| COHEN & STEERS U.S. REALTY FUND SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $229K | 1.0% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $214K | 0.9% | |
| Fidelity Us Bond Index Fund | Common Collective Trusts | — | — | $202K | 0.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $201K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $177K | 0.8% | |
| Notes receivable from participants | Other securities | — | — | $133K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $111K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $56K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $20K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $18K | <0.1% | |
| T Rowe Price Government Money | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
