Ottavia McLaughlin signed WARE Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WARE Industries, Inc.'s EIN is 22-2952878.
Download the official 2024 Form 5500 (PDF) for WARE Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WARE Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $55K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $4.4M | 19.4% | |
| (at Contract Value) * Empower Investments EI Fixed Account - Series Class III | Guaranteed Income / GIC | — | — | $3.5M | 15.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.5M | 10.7% | |
| Vanguard Equity-Income ADM | Mutual Funds | — | — | $1.9M | 8.4% | |
| DFA Large Cap International I | Mutual Funds | — | — | $1.4M | 6.3% | |
| Federated Hermes Federated Hermes Total Return Bond R6 | Other securities | — | — | $1.4M | 6.2% | |
| Vanguard Balanced Index ADM | Mutual Funds | — | — | $972K | 4.2% | |
| Fidelity Franklin Small-Mid Cap Growth R6 | Mutual Funds | — | — | $940K | 4.1% | |
| Fidelity Franklin Small Cap Value R6 | Mutual Funds | — | — | $736K | 3.2% | |
| Blackrock 20/80 Target Allocation K | Other securities | — | — | $687K | 3.0% | |
| Fixed Account Loans Plan Participants Notes receivable from participants (interest rates: 3.25% to $- | Bonds / Notes | — | — | $664K | 2.9% | |
| American Century American Century Mid Cap Value R6 | Mutual Funds | — | — | $615K | 2.7% | |
| Fidelity Intermediate Treasury Bond IDX | U.S. Treasuries | — | — | $527K | 2.3% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $475K | 2.1% | |
| Fidelity Freedom Index 2035 Investor | Mutual Funds | — | — | $342K | 1.5% | |
| Vanguard Explorer ADM | Mutual Funds | — | — | $342K | 1.5% | |
| Fidelity Freedom Index 2030 Investor | Mutual Funds | — | — | $327K | 1.4% | |
| Fidelity Freedom Index 2045 Investor | Mutual Funds | — | — | $190K | 0.8% | |
| Fidelity Freedom Index 2020 Investor ** 798 Fidelity Freedom Index 2025 Investor | Mutual Funds | — | — | $157K | 0.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $151K | 0.7% | |
| Vanguard International Growth ADM | Mutual Funds | — | — | $140K | 0.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $110K | 0.5% | |
| Fidelity Freedom Index 2040 Investor | Mutual Funds | — | — | $96K | 0.4% | |
| Fidelity Freedom Index 2050 Investor | Mutual Funds | — | — | $94K | 0.4% | |
| Fidelity Freedom Index 2055 Investor | Mutual Funds | — | — | $75K | 0.3% | |
| Fidelity Freedom Index 2060 Investor | Mutual Funds | — | — | $61K | 0.3% | |
| Blackrock 60/40 Target Allocation K | Other securities | — | — | $29K | 0.1% | |
| Blackrock 80/20 Target Allocation K | Other securities | — | — | $14K | <0.1% | |
| Fidelity Freedom Index 2065 Investor | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| BROKER/ADVISER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $4K | — |
