Sam Monti signed Wpengine, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wpengine, Inc.'s EIN is 27-3155665.
Download the official 2024 Form 5500 (PDF) for Wpengine, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wpengine, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $78K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM 2055 K6 Mutual Fund | Mutual Funds | — | — | $12.6M | 17.5% | |
| FID FREEDOM 2050 K6 Mutual Fund | Mutual Funds | — | — | $10.7M | 14.9% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $10.4M | 14.5% | |
| FID FREEDOM 2045 K6 Mutual Fund | Mutual Funds | — | — | $8.3M | 11.5% | |
| FID FREEDOM 2060 K6 Mutual Fund | Mutual Funds | — | — | $6.1M | 8.5% | |
| FID FREEDOM 2040 K6 Mutual Fund | Mutual Funds | — | — | $4.5M | 6.3% | |
| FID LG CAP GR IDX Mutual Fund | Common Collective Trusts | — | — | $4.1M | 5.7% | |
| FID FREEDOM 2035 K6 Mutual Fund | Mutual Funds | — | — | $2.6M | 3.6% | |
| VANG EXT MKT IDX ADM Mutual Fund | Common Collective Trusts | — | — | $1.7M | 2.4% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $1.2M | 1.7% | |
| VANG INTM BD IDX ADM Mutual Fund | Common Collective Trusts | — | — | $1.2M | 1.7% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $820K | 1.1% | |
| FID FREEDOM 2030 K6 Mutual Fund | Mutual Funds | — | — | $807K | 1.1% | |
| 5.25% to 10.50% | Bonds / Notes | — | — | $763K | 1.1% | |
| MFS VALUE R6 Mutual Fund | Mutual Funds | — | — | $749K | 1.0% | |
| FID FREEDOM 2065 K6 Mutual Fund | Mutual Funds | — | — | $708K | 1.0% | |
| INVS CORE BOND R6 Mutual Fund | Other securities | — | — | $649K | 0.9% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $569K | 0.8% | |
| MGL EM MKTS EQ R6 Money Market | Cash / Money Market | — | — | $459K | 0.6% | |
| AF EUROPAC GROWTH R6 Mutual Fund | Other securities | — | — | $429K | 0.6% | |
| AL SPL MID CP VAL IS Mutual Fund | Other securities | — | — | $409K | 0.6% | |
| FID GOVT MMRK PRM Mutual Fund | Mutual Funds | — | — | $397K | 0.6% | |
| LD ABT SH DTN INC R6 Mutual Fund | Common Stocks | — | — | $396K | 0.6% | |
| ABF SM CAP VALUE R6 Mutual Fund | Other securities | — | — | $251K | 0.3% | |
| FID FREEDOM 2015 K6 Mutual Fund ** 419 * FID FREEDOM 2020 K6 Mutual Fund ** 424 * FID FREEDOM 2025 K6 Mutual Fund | Mutual Funds | — | — | $176K | 0.2% | |
| FID FREEDOM 2070 K7 Mutual Fund ** 588 * FID FREEDOM INC K6 Mutual Fund | Mutual Funds | — | — | $53K | <0.1% | |
| FID FREEDOM 2010 K6 Mutual Fund | Mutual Funds | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
