Daniel Peterson signed WAWA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WAWA, Inc.'s EIN is 21-0515330.
Download the official 2024 Form 5500 (PDF) for WAWA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WAWA, Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES LLC | 13-4238973 | CHARLOTTESVILLE, VA | NONE | $920K | — |
| ARGENT FINANCIAL | 62-1437218 | RUSTON, LA | NONE | $656K | — |
| RSM US LLP | 42-0714325 | DAVENPORT, IA | NONE | $41K | — |
| BALLARD SPAHR LLP | — | PHILADELPHIA, PA | NONE | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Wawa, Inc. | Common Stocks | — | $3.4B | $5.4B | 97.5% | |
| US Treasury | U.S. Treasuries | — | $24.7M | $24.8M | 0.4% | |
| US Treasury | U.S. Treasuries | — | $19.8M | $19.9M | 0.4% | |
| US Treasury | U.S. Treasuries | — | $14.1M | $14.2M | 0.3% | |
| US Treasury | U.S. Treasuries | — | $9.8M | $9.9M | 0.2% | |
| Fidelity Treasury Portfolio I | Mutual Funds | — | $9.4M | $9.4M | 0.2% | |
| US Treasury | U.S. Treasuries | — | $7.0M | $7.0M | 0.1% | |
| US Treasury | U.S. Treasuries | — | $986K | $997K | <0.1% | |
| Verizon | Other securities | — | $745K | $749K | <0.1% | |
| US Treasury | U.S. Treasuries | — | $739K | $748K | <0.1% | |
| First Horizon National Corp | Common Stocks | — | $395K | $398K | <0.1% | |
| Citizens | Other securities | — | $356K | $356K | <0.1% | |
| Amgen, Inc | Common Stocks | — | $250K | $250K | <0.1% | |
| BMW Vehicle Lease Trust | Other securities | — | $77K | $77K | <0.1% | |
| PEAC Solutions | Other securities | — | $67K | $67K | <0.1% | |
| Participant loans with interest rates of 9.5% and terms of 4 - 4.5 years | Bonds / Notes | — | — | $35K | <0.1% | |
| Capital One | Other securities | — | $33K | $33K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
