Philip M Arcidi signed Whittier Employee Resources Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whittier Employee Resources Inc.'s EIN is 26-2549460.
Download the official 2024 Form 5500 (PDF) for Whittier Employee Resources Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whittier Employee Resources 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN | — | BOSTON, MA | BROKER/ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $11.5M | 31.1% | |
| American Funds 2025 Target Date Retire Fund Class R6 " | Mutual Funds | — | — | $3.0M | 8.1% | |
| American Funds 2035 Target Date Retire Fund Class R6 " | Mutual Funds | — | — | $2.9M | 7.9% | |
| American Funds 2050 Target Date Retire Fund Class R6 " | Mutual Funds | — | — | $2.1M | 5.7% | |
| American Funds 2040 Target Date Retire Fund Class R6 " | Mutual Funds | — | — | $2.1M | 5.6% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $2.0M | 5.4% | |
| American Funds 2030 Target Date Retire Fund Class R6 " | Mutual Funds | — | — | $2.0M | 5.4% | |
| American Funds 2045 Target Date Retire Fund Class R6 " | Mutual Funds | — | — | $1.8M | 4.8% | |
| American Funds 2055 Target Date Retire Fund Class R6 " | Mutual Funds | — | — | $1.6M | 4.2% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $1.4M | 3.9% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $1.4M | 3.8% | |
| American Funds Bond Fund of America Fund Class R6 " | Mutual Funds | — | — | $1.1M | 3.1% | |
| American Funds 2060 Target Date Retire Fund Class R6 " | Mutual Funds | — | — | $1.1M | 3.1% | |
| American Funds 2020 Target Date Retire Fund Class R6 " | Mutual Funds | — | — | $993K | 2.7% | |
| American Funds 2065 Target Date Retire Fund Class R6 " | Mutual Funds | — | — | $353K | 1.0% | |
| American Funds 2015 Target Date Retire Fund Class R6 " | Mutual Funds | — | — | $164K | 0.4% | |
| Fidelity US Bond Index Fund " | Common Collective Trusts | — | — | $59K | 0.2% | |
| Fidelity Inflation Protected Bond Index Fund " | Common Collective Trusts | — | — | $56K | 0.2% | |
| American Funds New World Fund Class R6 " | Mutual Funds | — | — | $42K | 0.1% | |
| Fidelity Emerging Markets Index Fund " | Common Collective Trusts | — | — | $37K | 0.1% | |
| Fidelity Large Cap Growth Index Fund " | Common Collective Trusts | — | — | $32K | <0.1% | |
| MassMutual U.S. Government Money Market Fund " | Cash / Money Market | — | — | $30K | <0.1% | |
| American Funds 2010 Target Date Retire Fund Class R6 " | Mutual Funds | — | — | $23K | <0.1% | |
| Fidelity Large Cap Value Index Fund " | Common Collective Trusts | — | — | $20K | <0.1% | |
| American Century Real Estate Fund Class R6 Mutual fund | Other securities | — | — | $18K | <0.1% | |
| PGIM High Yield Fund Class R6 " | Other securities | — | — | $14K | <0.1% | |
| American Funds American Mutual Fund Class R6 " | Mutual Funds | — | — | $13K | <0.1% | |
| American Funds 2070 Target Date Retire Fund Class R6 " | Mutual Funds | — | — | $12K | <0.1% | |
| MFS Massachusetts Investors Growth Stock Fund Class R6 " | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Advisor Stock Selector Small Cap Fund Class Z " | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | THIRD PARTY ADMINISTRATO | $750 | — |
