Michael Cadematori signed Weichert Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weichert Co.'s EIN is 22-2084741.
Download the official 2024 Form 5500 (PDF) for Weichert Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weichert Co.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $103K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $43K | — |
| WISS & COMPANY LLP. | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Investments T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $38.2M | 16.5% | |
| Vanguard Investments Vanguard Inst Index | Mutual Funds | — | — | $19.5M | 8.4% | |
| T ROWE PRICE RETIRE 2035 TR A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $17.8M | 7.7% | |
| T ROWE PRICE RETIRE 2030 TR A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $17.7M | 7.7% | |
| T ROWE PRICE RETIRE 2025 TR A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $15.5M | 6.7% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $15.4M | 6.6% | |
| T ROWE PRICE RETIRE 2040 TR A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $15.2M | 6.6% | |
| T. Rowe Price Investments T. Rowe Price Equity Income Fund | Other securities | — | — | $13.2M | 5.7% | |
| T. Rowe Price Investments T. Rowe Price Balanced Fund | Other securities | — | — | $11.2M | 4.8% | |
| T. Rowe Price Investments T. Rowe Price Mid-Cap Growth Fund | Other securities | — | — | $10.7M | 4.6% | |
| T ROWE PRICE RETIRE 2045 TR A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $10.4M | 4.5% | |
| T ROWE PRICE RETIRE 2020 TR A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $7.6M | 3.3% | |
| T. Rowe Price Investments T. Rowe Price Small-Cap Value Fund | Other securities | — | — | $5.9M | 2.5% | |
| T ROWE PRICE RETIRE 2015 TR A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $5.2M | 2.2% | |
| American Funds American Funds Europac Grw R6 | Mutual Funds | — | — | $3.7M | 1.6% | |
| T ROWE PRICE RETIRE 2050 TR A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.3M | 1.4% | |
| Fidelity Investments Fidelity Total Bond K6 | Mutual Funds | — | — | $2.9M | 1.3% | |
| T ROWE PRICE RETIRE 2055 TR A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.3M | 1.0% | |
| Notes Receivable from Participants Various interest rates from 4.75% to 10% | Bonds / Notes | — | — | $2.2M | 1.0% | |
| Vanguard Investments Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $2.2M | 1.0% | |
| Fidelity Investments Fidelity Small Capp Growth K6 | Mutual Funds | — | — | $1.8M | 0.8% | |
| Fidelity Investments Fidelity International Ind Inv | Mutual Funds | — | — | $1.5M | 0.7% | |
| Fidelity Investments Fidelity Extended Mkt Ind Inv | Mutual Funds | — | — | $1.5M | 0.6% | |
| JP Morgan JP Morgan Mid-Cap Value R6 | Other securities | — | — | $1.5M | 0.6% | |
| T ROWE PRICE RETIRE 2010 TR A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.6% | |
| T ROWE PRICE RETIRE 2060 TR A T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $931K | 0.4% | |
| Vanguard Investments Vanguard Infl Protected Sec | Mutual Funds | — | — | $929K | 0.4% | |
| T ROWE PRICE RETIRE 2005 TR A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $490K | 0.2% | |
| Self-Directed Brokerage Account - * T. Rowe Price Investments Tradelink Investments | Self-Directed Brokerage | — | — | $470K | 0.2% | |
| Money Market Fund - * T. Rowe Price Investments T. Rowe Government Money | Cash / Money Market | — | — | $431K | 0.2% | |
| T ROWE PRICE RETIRE 2065 TR A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $107K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LIVINGSTON, NJ |
| NONE |
| $20K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
