Crystal Steele signed DE Wafelbakkers, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DE Wafelbakkers, LLC's EIN is 26-1812271.
Download the official 2024 Form 5500 (PDF) for DE Wafelbakkers, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DE Wafelbakkers, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $855 | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $180 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMORGAN SMARTRETIREMENT 2025 R6 Registered Investment Company Mutual Fund | Common Stocks | — | — | $1.4M | 19.2% | |
| JPMORGAN SMARTRETIREMENT 2035 R6 Registered Investment Company Mutual Fund | Common Stocks | — | — | $994K | 13.8% | |
| JPMORGAN SMARTRETIREMENT 2040 R6 Registered Investment Company Mutual Fund | Common Stocks | — | — | $891K | 12.3% | |
| JPMORGAN SMARTRETIREMENT 2030 R6 Registered Investment Company Mutual Fund | Common Stocks | — | — | $844K | 11.7% | |
| JPMORGAN SMARTRETIREMENT 2045 R6 Registered Investment Company Mutual Fund | Common Stocks | — | — | $584K | 8.1% | |
| JPMORGAN SMARTRETIREMENT 2050 R6 Registered Investment Company Mutual Fund | Common Stocks | — | — | $565K | 7.8% | |
| FIDELITY 500 INDEX Registered Investment Company Mutual Fund | Common Collective Trusts | — | — | $441K | 6.1% | |
| JPMORGAN SMARTRETIREMENT INCOME R6 Registered Investment Company Mutual Fund | Common Stocks | — | — | $393K | 5.4% | |
| JPMORGAN SMARTRETIREMENT 2020 R6 Registered Investment Company Mutual Fund | Common Stocks | — | — | $243K | 3.4% | |
| Participant Loans Interest Rate 4.25 – 10.00% | Bonds / Notes | — | — | $202K | 2.8% | |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company Mutual Fund | Common Stocks | — | — | $174K | 2.4% | |
| JPMORGAN SMARTRETIREMENT 2055 R6 Registered Investment Company Mutual Fund | Common Stocks | — | — | $151K | 2.1% | |
| JPMORGAN SMARTRETIREMENT 2060 R6 Registered Investment Company Mutual Fund | Common Stocks | — | — | $123K | 1.7% | |
| EI FIXED ACCOUNT - SERIES CLASS VI General Account | Other securities | — | — | $111K | 1.5% | |
| JANUS HENDERSON BALANCED N Registered Investment Company Mutual Fund | Mutual Funds | — | — | $55K | 0.8% | |
| JPMORGAN SMARTRETIREMENT 2065 R6 Registered Investment Company Mutual Fund | Common Stocks | — | — | $34K | 0.5% | |
| DFA EMERGING MARKETS CORE EQUITY 1 Registered Investment Company Mutual Fund | Mutual Funds | — | — | $22K | 0.3% | |
| JANUS HENDERSON ENTERPRISE N Registered Investment Company Mutual Fund | Mutual Funds | — | — | $8K | 0.1% | |
| PUTNAM LARGE CAP VALUE TRUST II CL GREAT GRAY · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $2K | <0.1% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 Registered Investment Company Mutual Fund | Common Stocks | — | — | $2K | <0.1% | |
| INDEXSELECT AGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4403657 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2045 CL GREAT GRAY · EIN 81-4393238 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 CL GREAT GRAY · EIN 81-4543855 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2065 CL GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 CL GREAT GRAY · EIN 81-4386547 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2055 CL GREAT GRAY · EIN 81-4499160 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $18K | — |
