ALEX Massimo signed Wafra Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wafra Inc.'s EIN is 13-3244612.
Download the official 2024 Form 5500 (PDF) for Wafra Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wafra Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $111K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 Index Fund | Common Collective Trusts | — | — | $14.5M | 20.0% | |
| MFS INVESTMENT MFS Total Return Fund R6 | Mutual Funds | — | — | $9.8M | 13.4% | |
| FIDELITY Contrafund Fund Class K6 | Mutual Funds | — | — | $8.9M | 12.2% | |
| AMERICAN CENTURY American Century Ultra R6 | Other securities | — | — | $8.8M | 12.1% | |
| T. ROWE PRICE T. Rowe Price New Horizons Fund | Other securities | — | — | $3.9M | 5.4% | |
| FIDELITY Small Cap Index Fund | Common Collective Trusts | — | — | $2.5M | 3.4% | |
| LORD ABBETT Lord Abbett Short Duration Income Fund R6 | Mutual Funds | — | — | $2.5M | 3.4% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $2.3M | 3.2% | |
| FIDELITY Mid Cap Index Fund | Common Collective Trusts | — | — | $2.2M | 3.0% | |
| AMERICAN FUNDS American Funds New Perspective Fund R6 | Mutual Funds | — | — | $2.0M | 2.8% | |
| AMERICAN FUNDS American Funds American Mutual R6 | Mutual Funds | — | — | $1.9M | 2.7% | |
| WESTERN ASSET Western Asset Core Bond Fund Class I | Other securities | — | — | $1.9M | 2.6% | |
| J.P. MORGAN JPMorgan U.S. Equity Fund – Class R6 | Other securities | — | — | $1.7M | 2.4% | |
| INVESCO Discovery R6 | Mutual Funds | — | — | $1.4M | 1.9% | |
| BLACKROCK Global Allocation | Other securities | — | — | $1.1M | 1.5% | |
| FRANKLIN TEMPLETON ClearBridge International Growth IS | Mutual Funds | — | — | $1.0M | 1.4% | |
| AMERICAN CENTURY American Century Strategic Allocation: Conservative Fund R6 | Other securities | — | — | $842K | 1.2% | |
| BLACKROCK High Yield Portfolio, Class K | Other securities | — | — | $814K | 1.1% | |
| FIDELITY Total International Index Fund | Common Collective Trusts | — | — | $788K | 1.1% | |
| COHEN & STEERS Cohen & Steers Real Estate Securities Fund, Class Z | Other securities | — | — | $645K | 0.9% | |
| MFS INVESTMENT MFS Utilities Fund R6 | Mutual Funds | — | — | $512K | 0.7% | |
| FIDELITY US Bond Index Fund | Common Collective Trusts | — | — | $491K | 0.7% | |
| T. ROWE PRICE T. Rowe Price Spectrum Mod Gr All | Other securities | — | — | $447K | 0.6% | |
| Various participants 4.25%-9.50% | Bonds / Notes | — | — | $403K | 0.6% | |
| FIDELITY Emerging Markets Index Fund | Common Collective Trusts | — | — | $327K | 0.5% | |
| MFS INVESTMENT MFS International New Discovery R6 | Mutual Funds | — | — | $123K | 0.2% | |
| VANGUARD Total World Stock Index Fund Admiral | Common Collective Trusts | — | — | $107K | 0.1% | |
| FIDELITY Real Estate Index Fund | Common Collective Trusts | — | — | $90K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
