Noelle Diebler signed WPC Management Partners, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WPC Management Partners, LLC's EIN is 26-0334007.
Download the official 2022 Form 5500 (PDF) for WPC Management Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)WPC Management Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALTERNATIVE INVESTMENT ADVISORS LL | 45-3834091 | — | ADVISOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $736K | 12.4% | |
| Fidelity Blue Chip Growth K6 Fund | Mutual Funds | — | — | $657K | 11.0% | |
| Fidelity Freedom 2020 Fund Class K6 | Mutual Funds | — | — | $389K | 6.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $384K | 6.4% | |
| Self-Directed Brokerage Accounts Mutual Funds | Self-Directed Brokerage | — | — | $365K | 6.1% | |
| Fidelity Freedom 2025 Fund Class K6 | Mutual Funds | — | — | $289K | 4.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $288K | 4.8% | |
| Fidelity Freedom 2030 Fund Class K6 | Mutual Funds | — | — | $265K | 4.5% | |
| Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $258K | 4.3% | |
| Fidelity Freedom 2035 Fund Class K6 | Mutual Funds | — | — | $252K | 4.2% | |
| Fidelity International Capital Appreciation K6 Fund | Mutual Funds | — | — | $170K | 2.9% | |
| American Funds American Mutual Fund Class R-6 | Mutual Funds | — | — | $170K | 2.9% | |
| Fidelity Freedom 2050 Fund Class K6 | Mutual Funds | — | — | $157K | 2.6% | |
| Fidelity Freedom 2045 Fund Class K6 | Mutual Funds | — | — | $140K | 2.3% | |
| Fidelity Freedom 2015 Fund Class K6 | Mutual Funds | — | — | $139K | 2.3% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $125K | 2.1% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $118K | 2.0% | |
| Fidelity Freedom 2055 Fund Class K6 | Mutual Funds | — | — | $117K | 2.0% | |
| MFS Massachusetts Investors Trust Class R6 | Mutual Funds | — | — | $109K | 1.8% | |
| American Century Mid Cap Value Fund R6 Class | Other securities | — | — | $104K | 1.7% | |
| Fidelity Freedom 2040 Fund Class K6 | Mutual Funds | — | — | $97K | 1.6% | |
| Registered Investment Companies (Mutual Funds) RBC Funds Trust Emerging Markets Equity Fund Class R6 | Other securities | — | — | $96K | 1.6% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $88K | 1.5% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $83K | 1.4% | |
| Fidelity Freedom 2060 Fund Class K6 | Mutual Funds | — | — | $80K | 1.4% | |
| Fidelity Money Market Account | Mutual Funds | — | — | $64K | 1.1% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $63K | 1.1% | |
| Notes Receivable From Participants 4.25% – 6.50%, maturity 2024 to 2027 | Bonds / Notes | — | — | $47K | 0.8% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $46K | 0.8% | |
| Interest Bearing Cash Accounts * Fidelity Government Cash Reserves | Mutual Funds | — | — | $32K | 0.5% | |
| JPMorgan Government Bond Fund Class R6 | U.S. Treasuries | — | — | $21K | 0.4% | |
| Fidelity Freedom 2065 Fund Class K6 | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
