Salman Rashid signed Woolpert, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Woolpert, Inc.'s EIN is 20-1391406.
Download the official 2024 Form 5500 (PDF) for Woolpert, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Woolpert, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $203K | — |
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 Registered investment company (y) | Common Collective Trusts | — | — | $54.9M | 22.2% | |
| AB Large Cap Growth Advisor Fund Registered investment company (y) | Common Stocks | — | — | $23.8M | 9.6% | |
| T. Rowe Price Retirement 2040 Fund - I Class Registered investment company (y) | Common Stocks | — | — | $13.4M | 5.4% | |
| Hartford Schroders International Stock Fund Registered investment company (y) | Common Stocks | — | — | $12.4M | 5.0% | |
| Fidelity AmCore Fixed Income Common/collective trust (y) | Common Collective Trusts | — | — | $10.9M | 4.4% | |
| GG FID AM CORE PLUS FIX INC CIT U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $10.9M | 4.4% | |
| Putnam Large Cap Value Fund Registered investment company (y) | Mutual Funds | — | — | $10.6M | 4.3% | |
| T. Rowe Price Retirement 2050 Fund - I Class Registered investment company (y) | Common Stocks | — | — | $10.0M | 4.0% | |
| T. Rowe Price Retirement 2055 Fund - I Class Registered investment company (y) | Common Stocks | — | — | $10.0M | 4.0% | |
| T. Rowe Price Retirement 2035 Fund - I Class Registered investment company (y) | Common Stocks | — | — | $9.6M | 3.9% | |
| T. Rowe Price Retirement 2045 Fund - I Class Registered investment company (y) | Common Stocks | — | — | $9.1M | 3.7% | |
| T. Rowe Price Retirement 2030 Fund - I Class Registered investment company (y) | Common Stocks | — | — | $8.4M | 3.4% | |
| Fidelity Mid Cap Index Fund Registered investment company (y) | Common Collective Trusts | — | — | $8.2M | 3.3% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $8.0M | 3.2% | |
| JP Morgan Small Cap Growth Fund Registered investment company (y) | Common Stocks | — | — | $6.9M | 2.8% | |
| T. Rowe Price Retirement 2025 Fund - I Class Registered investment company (y) | Common Stocks | — | — | $6.3M | 2.6% | |
| American Funds Balanced Fund Registered investment company (y) | Mutual Funds | — | — | $6.2M | 2.5% | |
| BlackRock Mid Cap Growth Equity Fund Registered investment company (y) | Common Stocks | — | — | $6.2M | 2.5% | |
| Fidelity Small Cap Index Fund Registered investment company (y) | Common Collective Trusts | — | — | $6.2M | 2.5% | |
| T. Rowe Price Retirement 2020 Fund - I Class Registered investment company (y) | Common Stocks | — | — | $4.2M | 1.7% | |
| All Spring Special Mid Cap Value Fund Registered investment company (y) | Common Stocks | — | — | $3.7M | 1.5% | |
| Federated Hermes High Yield Bond Fund Registered investment company (y) | Common Stocks | — | — | $3.6M | 1.5% | |
| American Funds Century Small Cap Value Fund Registered investment company (y) | Mutual Funds | — | — | $3.6M | 1.4% | |
| T. Rowe Price Retirement 2060 Fund - I Class Registered investment company (y) | Common Stocks | — | — | $3.4M | 1.4% | |
| High: 9.50% 0 | Bonds / Notes | — | — | $2.7M | 1.1% | |
| Fidelity Total International Index Fund Registered investment company (y) | Common Collective Trusts | — | — | $2.4M | 1.0% | |
| T. Rowe Price Retirement 2015 Fund - I Class Registered investment company (y) | Common Stocks | — | — | $1.2M | 0.5% | |
| T. Rowe Price Retirement 2065 Fund - I Class Registered investment company (y) | Common Stocks | — | — | $1.2M | 0.5% | |
| T. Rowe Price Retirement 2010 Fund - I Class Registered investment company (y) | Common Stocks | — | — | $101K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund - I Class Registered investment company (y) | Common Stocks | — | — | $73K | <0.1% | |
| U.S. Treasury Money Fund Money market fund (y) | Cash / Money Market | — | — | $68K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
