Michael J. Wilson signed Williams, Parker, Harrison, Dietz & Getzen, PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Williams, Parker, Harrison, Dietz & Getzen, PLLC's EIN is 20-2953387.
Download the official 2024 Form 5500 (PDF) for Williams, Parker, Harrison, Dietz & Getzen, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Williams, Parker, Harrison, Dietz & Getzen, PLLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.
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 | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $14K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG TARGET RET 2025 | Other securities | — | — | $8.8M | 15.2% | |
| VANG TARGET RET INC | Common Stocks | — | — | $8.3M | 14.3% | |
| VANG TARGET RET 2030 | Other securities | — | — | $7.6M | 13.1% | |
| VANG TARGET RET 2035 | Other securities | — | — | $5.9M | 10.1% | |
| VANG TREASURY MM | Other securities | — | — | $5.1M | 8.8% | |
| FID 500 INDEX | Common Collective Trusts | — | — | $4.7M | 8.0% | |
| VANG TARGET RET 2040 | Other securities | — | — | $3.3M | 5.7% | |
| VANG TARGET RET 2020 | Other securities | — | — | $3.2M | 5.5% | |
| VANG TARGET RET 2045 | Other securities | — | — | $2.3M | 4.0% | |
| VANG TARGET RET 2050 | Other securities | — | — | $1.7M | 2.9% | |
| VANG US GROWTH ADM | Other securities | — | — | $1.5M | 2.6% | |
| BROKERAGELINK | Other securities | — | — | $1.2M | 2.1% | |
| VANG EQUITY INC ADM | Common Stocks | — | — | $676K | 1.2% | |
| FID INTL INDEX | Mutual Funds | — | — | $644K | 1.1% | |
| VANG TARGET RET 2055 | Other securities | — | — | $572K | 1.0% | |
| TCW MW TOT RTN BD P | Other securities | — | — | $474K | 0.8% | |
| FID SMALL CAP GR K6 | Mutual Funds | — | — | $469K | 0.8% | |
| VANG TOT BD MKT ADM | Other securities | — | — | $343K | 0.6% | |
| DFA EMRG MKT CORE EQ | Mutual Funds | — | — | $310K | 0.5% | |
| VANG TARGET RET 2060 | Other securities | — | — | $266K | 0.5% | |
| VANG HI YLD CORP ADM | Common Stocks | — | — | $256K | 0.4% | |
| JPM MID CAP GRTH R6 | Other securities | — | — | $158K | 0.3% | |
| FID SM CAP IDX | Common Collective Trusts | — | — | $120K | 0.2% | |
| VAN REAL EST IDX ADM | Common Collective Trusts | — | — | $62K | 0.1% | |
| VANG WELLESLEY ADM | Other securities | — | — | $53K | <0.1% | |
| FID BALANCED K6 | Mutual Funds | — | — | $46K | <0.1% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $44K | <0.1% | |
| UM BEHAVIORAL VAL R6 | Other securities | — | — | $43K | <0.1% | |
| VICTORY S EST VAL R6 | Other securities | — | — | $22K | <0.1% | |
| VANG TARGET RET 2065 | Other securities | — | — | $13K | <0.1% | |
| C&S REAL ESTATE Z | Other securities | — | — | $6K | <0.1% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKS RETIREMENT SERVICES | 84-1921272 | — | PLAN SPONSOR | $35K | — |
| CS&L CPAS | 59-2142260 | — | PLAN SPONSOR | $13K | — |
