Tracy Esposito signed Business Wire, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Business Wire, Inc.'s EIN is 20-4146409.
Download the official 2024 Form 5500 (PDF) for Business Wire, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Business Wire, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPING | $94K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index I 0 | Mutual Funds | — | — | $24.7M | 19.8% | |
| DFA Global 6040 Portfolio I 0 | Mutual Funds | — | — | $9.6M | 7.7% | |
| Vanguard Small-Cap Index Instl 0 | Mutual Funds | — | — | $7.7M | 6.1% | |
| Vanguard Growth Index Adm 0 | Mutual Funds | — | — | $7.4M | 5.9% | |
| Vanguard Total Bond Market Index In 0 | Mutual Funds | — | — | $6.4M | 5.1% | |
| DFA Global Equity Portfolio I 0 | Mutual Funds | — | — | $6.1M | 4.9% | |
| Vanguard Target Retirement 2040 Fun 0 | Mutual Funds | — | — | $5.7M | 4.6% | |
| American Funds Growth Fund of Amer 0 | Mutual Funds | — | — | $4.4M | 3.5% | |
| Vanguard Target Retirement 2050 Fun 0 | Mutual Funds | — | — | $4.4M | 3.5% | |
| Vanguard Short-Term Bond Index Adm 0 | Mutual Funds | — | — | $4.2M | 3.4% | |
| Vanguard Target Retirement 2045 Fun 0 | Mutual Funds | — | — | $4.1M | 3.3% | |
| DFA U.S. Small Cap Value Portfolio 0 | Mutual Funds | — | — | $3.7M | 3.0% | |
| Vanguard Target Retirement 2035 Fun 0 | Mutual Funds | — | — | $3.6M | 2.9% | |
| American Funds Washington Mutual R6 0 | Mutual Funds | — | — | $2.9M | 2.3% | |
| Vanguard Target Retirement 2055 Fun 0 | Mutual Funds | — | — | $2.9M | 2.3% | |
| Vanguard Cash Reserves Federal MM A 0 | Mutual Funds | — | — | $2.7M | 2.2% | |
| Dodge & Cox International Stock Fun 0 | Mutual Funds | — | — | $2.5M | 2.0% | |
| Vanguard Mid-Cap Growth Inv 0 | Mutual Funds | — | — | $2.4M | 1.9% | |
| DFA U.S. Large Cap Value Portfolio 0 | Mutual Funds | — | — | $2.4M | 1.9% | |
| Vanguard Target Retirement 2030 Fun 0 | Mutual Funds | — | — | $2.4M | 1.9% | |
| Vanguard FTSE Social Index Adm 0 | Mutual Funds | — | — | $1.9M | 1.5% | |
| Vanguard Target Retirement 2025 Fun 0 | Mutual Funds | — | — | $1.9M | 1.5% | |
| American Funds New Perspective R6 0 | Mutual Funds | — | — | $1.8M | 1.5% | |
| Vanguard Target Retirement 2060 Fun 0 | Mutual Funds | — | — | $1.8M | 1.4% | |
| Vanguard Total Intl Stock Index Adm 0 | Mutual Funds | — | — | $1.6M | 1.3% | |
| American Funds EuroPacific Gr R6 0 | Mutual Funds | — | — | $1.6M | 1.3% | |
| DFA International Value Portfolio I 0 | Mutual Funds | — | — | $840K | 0.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $769K | 0.6% | |
| Vanguard Real Estate Index Adm 0 | Mutual Funds | — | — | $707K | 0.6% | |
| Vanguard Emerging Mkts Stock Idx Ad 0 | Mutual Funds | — | — | $592K | 0.5% | |
| DFA Intl Small Cap Value Portf Inst 0 | Mutual Funds | — | — | $470K | 0.4% | |
| Vanguard Target Retirement Income F 0 | Mutual Funds | — | — | $314K | 0.3% | |
| DFA Global 2575 Portfolio I 0 | Mutual Funds | — | — | $193K | 0.2% | |
| Vanguard Target Retirement 2020 Fun 0 | Mutual Funds | — | — | $184K | 0.1% | |
| Vanguard Target Retirement 2065 Fun 0 | Mutual Funds | — | — | $111K | <0.1% | |
| Cash Synthetic Cash Account 0 | Cash / Money Market | — | — | $13K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | Common Stocks | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
