Laura King signed Wesbury United Methodist Community's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wesbury United Methodist Community's EIN is 25-0425760.
Download the official 2024 Form 5500 (PDF) for Wesbury United Methodist Community from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wesbury United Methodist Community's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST BANK | 26-3901659 | — | CUSTODIAN | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | THE WOODLANDS, TX | RECORDKEEPER | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Century Investments American Century Investments One Choice 2035 Portfolio R6 | Other securities | — | — | $2.2M | 18.9% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $1.4M | 12.2% | |
| American Century Investments American Century Investments One Choice 2045 Portfolio R6 | Other securities | — | — | $1.0M | 8.8% | |
| American Century Investments American Century Investments One Choice 2025 Portfolio R6 | Other securities | — | — | $981K | 8.5% | |
| The Vanguard Group Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $831K | 7.2% | |
| American Century Investments American Century Investments One Choice in Retirement R6 | Other securities | — | — | $700K | 6.1% | |
| Diamond Hill Funds Diamond Hill Large Cap Fund Class Y | Other securities | — | — | $600K | 5.2% | |
| T. Rowe Price T. Rowe Price Diversified Small Cap Growth Fund | Mutual Funds | — | — | $552K | 4.8% | |
| Harding Loevner Harding Loevner International Equity Institutional | Other securities | — | — | $483K | 4.2% | |
| American Century Investments American Century Investments One Choice 2030 Portfolio R6 | Other securities | — | — | $395K | 3.4% | |
| MFS Investment Management MFS Mid Cap Growth R6 | Mutual Funds | — | — | $390K | 3.4% | |
| American Century Investments American Century Investments One Choice 2055 Portfolio R6 | Other securities | — | — | $318K | 2.8% | |
| Money market fund Federated Hermes Federated Hermes Prime Cash Obligation #851 - | Cash / Money Market | — | — | $314K | 2.7% | |
| JP Morgan JP Morgan Undiscovered Managers Behavioral Value Inst | Other securities | — | — | $289K | 2.5% | |
| Victory Capital Victory Sycamore Established Value Fund Class R6 | Other securities | — | — | $276K | 2.4% | |
| The Vanguard Group Vanguard Short Term 540 Federated Hermes Federated Hermes Total Return Bond Fund Institutional Shares | Mutual Funds | — | — | $246K | 2.1% | |
| through June 2035 - | Other securities | — | — | $193K | 1.7% | |
| American Century Investments American Century Investments One Choice 2040 Portfolio R6 | Other securities | — | — | $165K | 1.4% | |
| American Century Investments American Century Investments One Choice 2065 Portfolio R6 | Other securities | — | — | $75K | 0.7% | |
| American Century Investments American Century Investments One Choice 2060 Portfolio R6 | Other securities | — | — | $70K | 0.6% | |
| American Century Investments American Century Investments One Choice 2050 Portfolio R6 | Other securities | — | — | $45K | 0.4% | |
| Vanguard Investors Vanguard Total Stock Market Index Adm | Common Collective Trusts | — | — | $19K | 0.2% | |
| Dimensional Fund Advisors DFA International Core Equity Portfolio | Mutual Funds | — | — | $1K | <0.1% | |
| JP Morgan JP Morgan Emerging Markets Eq Institutional | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
