Blair McGee signed The William Everett Group, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The William Everett Group, Inc.'s EIN is 26-1317039.
Download the official 2023 Form 5500 (PDF) for The William Everett Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The William Everett Group, 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral | Common Collective Trusts | — | — | $442K | 37.7% | |
| Vanguard Total Intl Stock Index Fund Admiral | Common Collective Trusts | — | — | $283K | 24.2% | |
| Vanguard Small Cap Index Admiral ** 86 Vanguard Total Bond Market Index Fund Admiral | Common Collective Trusts | — | — | $203K | 17.3% | |
| Vanguard Total Intl Bond Index Fund Admiral | Common Collective Trusts | — | — | $88K | 7.5% | |
| Vanguard 500 Index Admiral ** 84 Vanguard FTSE Social Index Fund Admiral ** 85 Vanguard Growth Index Admiral ** 171 Vanguard Real Estate Index Fund Admiral | Common Collective Trusts | — | — | $79K | 6.8% | |
| Vanguard Short-Term Infl-Prot Sec Idx Adm | Common Collective Trusts | — | — | $35K | 2.9% | |
| Broadridge Matrix Trust Broadridge Matrix Master Cash Account | Cash / Money Market | — | — | $23K | 2.0% | |
| Notes receivable from participants (Interest rates at 5.25% to 9.00%) | Bonds / Notes | — | — | $18K | 1.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
