Daniel Crowley signed Wadhams Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wadhams Enterprises, Inc.'s EIN is 16-1397441.
Download the official 2024 Form 5500 (PDF) for Wadhams Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wadhams Enterprises, 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 |
|---|---|---|---|---|---|
| JAMES P REAGAN AGENCY | 16-1150253 | — | N/A | $82K | — |
| BENEFIT PLANS ADMIN SERVICES INC. | 16-1503696 | — | N/A | $53K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $4.8M | 13.2% | |
| T. Rowe Price T. Rowe All Caps Opps Inv | Other securities | — | — | $4.7M | 13.0% | |
| FED HERMES CAP PRESERVATION FUND FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $3.8M | 10.4% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $3.7M | 10.1% | |
| American Funds American Mutual Fund R6 | Mutual Funds | — | — | $3.4M | 9.3% | |
| Vanguard Mid-Cap Index Admiral | Mutual Funds | — | — | $2.9M | 7.8% | |
| T. Rowe Price T. Rowe Price Small Cap | Other securities | — | — | $2.3M | 6.3% | |
| American Funds American Funds Bond FD AM R6 | Mutual Funds | — | — | $1.8M | 5.0% | |
| Dodge & Cox Dodge &Cox Income X | Mutual Funds | — | — | $1.7M | 4.8% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.1M | 3.1% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.1M | 3.0% | |
| Wadhams Enterprises, Inc. Employee Retirement Savings Plan* Participant Loans (interest rates - ranging from 4.25% to 9.5%) | Bonds / Notes | — | — | $875K | 2.4% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $829K | 2.3% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $487K | 1.3% | |
| American Funds American Funds Europacific R6 | Mutual Funds | — | — | $448K | 1.2% | |
| Vanguard Small-Cap Index Admiral | Mutual Funds | — | — | $283K | 0.8% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $274K | 0.8% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $271K | 0.7% | |
| T. Rowe Price T. Rowe Price Capital Appreciation Fund | Other securities | — | — | $265K | 0.7% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $256K | 0.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $221K | 0.6% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $213K | 0.6% | |
| Vanguard Info Tech Index Admir | Mutual Funds | — | — | $189K | 0.5% | |
| METLIFE ANNUITY CONTRACT 25554 GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $165K | 0.5% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $111K | 0.3% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $79K | 0.2% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $61K | 0.2% | |
| Vanguard Total Int'l Stock Index | Mutual Funds | — | — | $19K | <0.1% | |
| PIMCO Comm Real Return Strat I | Mutual Funds | — | — | $18K | <0.1% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
