John Ansay signed Weifield Group Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weifield Group Holdings, LLC's EIN is 26-1697361.
Download the official 2024 Form 5500 (PDF) for Weifield Group Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weifield Group Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $87K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY-PLAN | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $17.5M | 94.1% | |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $2.2M | 11.8% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989803 / PN 678 | Pooled Separate Account | — | — | $2.0M | 10.9% | |
| STATE STREET RUSSELL LG CAP GR INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989799 / PN 122 | Pooled Separate Account | — | — | $1.9M | 10.2% | |
| STATE STREET U.S. BD INDEX RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $1.5M | 8.2% | |
| INVESCO COMSTOCK RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 865 | Pooled Separate Account | — | — | $1.4M | 7.5% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989805 / PN 680 | Pooled Separate Account | — | — | $1.4M | 7.4% | |
| AMERICAN FUNDS AMCAP RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 840 | Pooled Separate Account | — | — | $1.3M | 7.1% | |
| STATE STREET INTERNATNL INDEX RET O TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $870K | 4.7% | |
| STATE STREET RUSSELL LRG CAP VAL IN TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 120 | Pooled Separate Account | — | — | $861K | 4.6% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989800 / PN 683 | Pooled Separate Account | — | — | $640K | 3.4% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $572K | 3.1% | |
| STATE STREET RUSSELL SM CAP GR INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989798 / PN 121 | Pooled Separate Account | — | — | $456K | 2.5% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $433K | 2.3% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989804 / PN 679 | Pooled Separate Account | — | — | $359K | 1.9% | |
| STATE STREET RUSSELL SM CCAP INDEX TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $318K | 1.7% | |
| STATE STREET EMERGING MRKTS INDEX R TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 117 | Pooled Separate Account | — | — | $301K | 1.6% | |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $277K | 1.5% | |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 504 | Pooled Separate Account | — | — | $210K | 1.1% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989806 / PN 681 | Pooled Separate Account | — | — | $187K | 1.0% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $149K | 0.8% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989802 / PN 677 | Pooled Separate Account | — | — | $58K | 0.3% | |
| STATE STEET PRTN SERIES WITH TA AGG TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 502 | Pooled Separate Account | — | — | $38K | 0.2% | |
| STATE STEET PRTN SERIES WITH TA CON TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 503 | Pooled Separate Account | — | — | $30K | 0.2% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INSURANCE · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $22K | 0.1% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989801 / PN 676 | Pooled Separate Account | — | — | $4K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE | 39-1816008 | — | THIRD PARTY ADMINISTRATO | $27K | — |
