Kerri Rose signed The Widewaters Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Widewaters Group Inc.'s EIN is 16-1239842.
Download the official 2024 Form 5500 (PDF) for The Widewaters Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Widewaters Group 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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MANAGEMENT | 25-1857157 | — | ADVISOR/INVESTMENT ADV | $39K | — |
| MORGAN STANLEY |
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 | |||||
|---|---|---|---|---|---|---|
| CB LARGE CAP GR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-3106705 / PN 345 | Common Collective Trust | — | — | $9.1M | 21.2% | |
| BR EQUITY INDEX R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $7.7M | 17.9% | |
| MONEY MARKET FUND SHARES * Fidelity Government Money Market Fund | Mutual Funds | — | — | $5.0M | 11.8% | |
| Dodge & Cox Stock X 8,237 | Mutual Funds | — | — | $2.1M | 4.9% | |
| Fidelity Freedom Index 2050 64,476 | Mutual Funds | — | — | $1.7M | 3.9% | |
| Baron Small Cap Fund Institutional Class 47,188 | Other securities | — | — | $1.6M | 3.6% | |
| BR MSCI ACWI EX US R BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-2912262 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.6% | |
| PGIM Total Return Bond R6 122,722 | Other securities | — | — | $1.5M | 3.4% | |
| Fidelity Freedom Index 2040 55,087 | Mutual Funds | — | — | $1.4M | 3.2% | |
| PIMCO Income Institutional 114,827 | Mutual Funds | — | — | $1.2M | 2.8% | |
| Fidelity Freedom Index 2035 48,791 | Mutual Funds | — | — | $1.1M | 2.7% | |
| Baird Aggressive Bond Institutional 113,495 | Other securities | — | — | $1.1M | 2.6% | |
| Fidelity Freedom Index 2055 48,122 | Mutual Funds | — | — | $1.0M | 2.4% | |
| BR MID CAP EQ IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $933K | 2.2% | |
| Fidelity Freedom Index 2060 36,333 | Mutual Funds | — | — | $658K | 1.5% | |
| Fidelity Freedom Index 2015 45,471 | Mutual Funds | — | — | $648K | 1.5% | |
| REGISTERED INVESTMENT FUNDS AmericanFunds Europacific Growth R6 11,452 | Other securities | — | — | $615K | 1.4% | |
| Fidelity Freedom Index 2030 28,150 | Mutual Funds | — | — | $568K | 1.3% | |
| Fidelity Freedom Index 2025 30,376 | Mutual Funds | — | — | $564K | 1.3% | |
| IS Total US Stock Market K 20,731 | Other securities | — | — | $556K | 1.3% | |
| Fidelity Freedom Index 2045 19,420 | Mutual Funds | — | — | $503K | 1.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25 - 9.50%, with maturities through December 2029 0 | Bonds / Notes | — | — | $374K | 0.9% | |
| Blackrock R2000 Index R 1,365 | Other securities | — | — | $366K | 0.9% | |
| BLKRK R2000 IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $366K | 0.9% | |
| Fidelity Real Estate Index Fund 20,534 | Common Collective Trusts | — | — | $331K | 0.8% | |
| GG EMERGING MKTS R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $270K | 0.6% | |
| PIMCO Real Return Fund Institutional Class 19,185 | Mutual Funds | — | — | $191K | 0.4% | |
| UM Behavioral Val R6 1,711 | Other securities | — | — | $144K | 0.3% | |
| Fidelity Freedom Index 2020 7,630 | Mutual Funds | — | — | $120K | 0.3% | |
| PIMCO Commodity Real Return Strategy Fund Institutional Class 2,381 | Mutual Funds | — | — | $31K | <0.1% | |
| Fidelity Freedom Index 2065 502 | Mutual Funds | — | — | $7K | <0.1% | |
| Victory S Est Val R6 103 | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-8764829 |
| — |
| INVESTMENT ADVISOR |
| $29K |
| — |
