Darlene Ropelewski signed Wingate Management Company LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wingate Management Company LLC's EIN is 20-2388094.
Download the official 2024 Form 5500 (PDF) for Wingate Management Company LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wingate Management Company LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES L | — | CLEVELAND, OH | INVESTMENT ADVISOR |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $6.6M | 22.4% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $4.3M | 14.5% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $2.1M | 6.9% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $1.9M | 6.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.6M | 5.2% | |
| Fidelity Total International Index | Mutual Funds | — | — | $1.5M | 5.1% | |
| Goldman Sachs Goldman Sachs GQG Ptnrs Intl Opps R6 | Other securities | — | — | $1.4M | 4.9% | |
| Delaware Key Guaranteed Portfolio Fund | Other securities | — | — | $1.4M | 4.7% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $1.4M | 4.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.1M | 3.8% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $977K | 3.3% | |
| BlackRock Total Return K | Other securities | — | — | $959K | 3.2% | |
| American Funds DFA US Targeted Value I | Mutual Funds | — | — | $689K | 2.3% | |
| maturing through 2053 | Other securities | — | — | $677K | 2.3% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $471K | 1.6% | |
| Vanguard Selected Value Inv | Mutual Funds | — | — | $439K | 1.5% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $348K | 1.2% | |
| PIMCO Real Return Inst1 | Mutual Funds | — | — | $338K | 1.1% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $320K | 1.1% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $287K | 1.0% | |
| Great-West PGIM High-Yield R6 419,420.58 | Other securities | — | — | $249K | 0.8% | |
| American Funds American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $229K | 0.8% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $132K | 0.4% | |
| Putnam Small Cap Growth R6 | Mutual Funds | — | — | $87K | 0.3% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $86K | 0.3% | |
| American Funds American Funds 2065 Trgt Date Retire R6 361,830.33 | Mutual Funds | — | — | $28K | <0.1% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $37K |
| — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INS SERVICES INC | — | CINCINNATI, OH | CONTRACT ADMIN | $31K | — |
| THE PENSION SERVICE INC | — | NORTH HAVEN, CT | CONTRACT ADMIN | $217 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRAY GRAY & GRAY, LLP | — | WESTWOOD, MA | AUDITOR | $17K | — |
