Sherry Thomas signed Wilmorite Management Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wilmorite Management Group, LLC's EIN is 20-2391875.
Download the official 2024 Form 5500 (PDF) for Wilmorite Management Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wilmorite Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common stock] | Other | — | — | $18.3M | 86.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2.6M | 12.2% | |
| [Assets held in participant loans] | Other | — | — | $269K | 1.3% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $44K | 0.2% |
