Rafael RIOS signed CGPM/WMC Operating, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CGPM/WMC Operating, LLC's EIN is 20-2036859.
Download the official 2023 Form 5500 (PDF) for CGPM/WMC Operating, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)CGPM/WMC Operating, LLC'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $112K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * The Vanguard Group Vanguard 500 Index Fund N/R | Mutual Funds | — | — | $6.1M | 18.1% | |
| The Vanguard Group Vanguard Value Index Fund N/R | Common Collective Trusts | — | — | $3.8M | 11.3% | |
| Metropolitan West Metropolitan West Total Return N/R | Other securities | — | — | $3.3M | 9.6% | |
| STABLE VALUE FUND;R1 WILMINGTON TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2.3M | 6.7% | |
| Bond Fund T. Rowe Price Group, Inc. T. Rowe Price Retirement 2040 N/R | Common Stocks | — | — | $2.1M | 6.2% | |
| Fund American Beacon Advisors, Inc. American Funds EuroPacific Growth N/R | Mutual Funds | — | — | $2.1M | 6.2% | |
| Fund T. Rowe Price Group, Inc. T. Rowe Price Retirement 2030 N/R | Common Stocks | — | — | $2.0M | 5.9% | |
| Fund T. Rowe Price Group, Inc. T. Rowe Price Retirement 2055 N/R | Common Stocks | — | — | $1.6M | 4.8% | |
| Fund Fidelity Investments Fidelity Contrafund N/R | Mutual Funds | — | — | $1.6M | 4.7% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2045 N/R | Common Stocks | — | — | $1.6M | 4.7% | |
| Fund T. Rowe Price Group, Inc. T. Rowe Price Retirement 2050 N/R | Common Stocks | — | — | $1.5M | 4.5% | |
| Fund T. Rowe Price Group, Inc. T. Rowe Price Retirement 2035 N/R | Common Stocks | — | — | $1.3M | 3.9% | |
| Fund JPMorgan Small Cap Growth Fund; N/R | Other securities | — | — | $1.0M | 3.0% | |
| Class R6 Shares T. Rowe Price Group, Inc. T. Rowe Price Retirement 2025 N/R | Common Stocks | — | — | $797K | 2.4% | |
| Fund JPMorgan Mid Cap Equity fund; N/R | Other securities | — | — | $785K | 2.3% | |
| Participant Loans * Participant Loans Interest rates: 5.25% - 10.50% $0 | Bonds / Notes | — | — | $421K | 1.2% | |
| Class R6 JPMorgan Chase JP Morgan Mid Cap Value Fund N/R | Other securities | — | — | $407K | 1.2% | |
| Institutional Shares DFA Emerging Markets Portfolio; N/R | Mutual Funds | — | — | $320K | 0.9% | |
| Institutional Class Share T. Rowe Price Group, Inc. T. Rowe Price Retirement 2020 N/R | Common Stocks | — | — | $246K | 0.7% | |
| Fund T. Rowe Price Group, Inc. T. Rowe Price Retirement 2015 N/R | Common Stocks | — | — | $130K | 0.4% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2005 N/R | Common Stocks | — | — | $101K | 0.3% | |
| Fund * The Vanguard Group Vanguard Federal Money Market N/R | Mutual Funds | — | — | $100K | 0.3% | |
| Fund T. Rowe Price Group, Inc. T. Rowe Price Retirement Balanced N/R | Common Stocks | — | — | $6K | <0.1% | |
| Fund T. Rowe Price Group, Inc. T. Rowe Price Retirement 2010 N/R | Common Stocks | — | — | $5K | <0.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
