Rick Winter signed RWA Wealth Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RWA Wealth Partners, LLC's EIN is 27-4946566.
Download the official 2024 Form 5500 (PDF) for RWA Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RWA Wealth Partners, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 82-1434504 | — | PLAN SPONSOR | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Mutual funds | Common Collective Trusts | — | — | $13.2M | 25.2% | |
| Self-Directed Brokerage Accounts Brokerage accounts | Self-Directed Brokerage | — | — | $11.5M | 21.9% | |
| Vanguard Dividend Growth Fund Mutual funds | Mutual Funds | — | — | $4.8M | 9.2% | |
| Primecap Odyssey Aggressive Growth Mutual funds | Mutual Funds | — | — | $4.0M | 7.7% | |
| Fidelity U.S. Bond Index Fund Mutual funds | Common Collective Trusts | — | — | $3.8M | 7.2% | |
| Fidelity Total International Index Mutual funds | Mutual Funds | — | — | $2.3M | 4.4% | |
| Ballie Gifford Long Term Growth Mutual funds | Other securities | — | — | $1.9M | 3.6% | |
| Fidelity Low-Priced Stock K6 Mutual funds | Mutual Funds | — | — | $1.2M | 2.3% | |
| Artisan International Small-Mid Adv Mutual funds | Other securities | — | — | $932K | 1.8% | |
| Fidelity Select Health Care Mutual funds | Mutual Funds | — | — | $905K | 1.7% | |
| Fidelity International Growth Mutual funds | Mutual Funds | — | — | $776K | 1.5% | |
| Oakmark R6 Mutual funds | Other securities | — | — | $759K | 1.4% | |
| GQG Partners Emerging Markets Equity Mutual funds | Other securities | — | — | $693K | 1.3% | |
| Fidelity Government Money Market Mutual funds | Mutual Funds | — | — | $670K | 1.3% | |
| Thornburg Strategic Income R5 Mutual funds | Other securities | — | — | $656K | 1.3% | |
| Primecap Odyssey Growth Mutual funds | Mutual Funds | — | — | $616K | 1.2% | |
| Fidelity Freedom Index 2050 Fund IPR Mutual funds | Mutual Funds | — | — | $519K | 1.0% | |
| Vanguard Short Term Grade Admiral Mutual funds | Mutual Funds | — | — | $506K | 1.0% | |
| Fidelity Freedom Index 2040 Fund IPR Mutual funds | Mutual Funds | — | — | $406K | 0.8% | |
| Vanguard Intermediate Term Grade Admiral Mutual funds | Mutual Funds | — | — | $331K | 0.6% | |
| Fidelity Total Bond K6 Mutual funds | Mutual Funds | — | — | $320K | 0.6% | |
| Fidelity Freedom Index 2045 Fund IPR Mutual funds | Mutual Funds | — | — | $274K | 0.5% | |
| Fidelity Freedom Index 2055 Fund IPR Mutual funds | Mutual Funds | — | — | $250K | 0.5% | |
| Vanguard Intermediate Term Treasury Admiral Mutual funds | Mutual Funds | — | — | $244K | 0.5% | |
| Fidelity Freedom Index 2035 Fund IPR Mutual funds | Mutual Funds | — | — | $173K | 0.3% | |
| maturing through 2034 $ - | Other securities | — | — | $168K | 0.3% | |
| Vanguard Core Bond Mutual funds | Mutual Funds | — | — | $158K | 0.3% | |
| Fidelity Freedom Index 2060 Fund IPR Mutual funds | Mutual Funds | — | — | $116K | 0.2% | |
| Fidelity International Small Cap Opps Mutual funds | Mutual Funds | — | — | $72K | 0.1% | |
| Artisan High Income Mutual funds | Other securities | — | — | $66K | 0.1% | |
| Fidelity Freedom Index Income Fund IPR Mutual funds | Mutual Funds | — | — | $33K | <0.1% | |
| Fidelity Freedom Index 2065 Fund IPR Mutual funds | Mutual Funds | — | — | $29K | <0.1% | |
| Fidelity Freedom Index 2030 Fund IPR Mutual funds | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity Freedom Index 2020 Fund IPR Mutual funds | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Freedom Index 2025 Fund IPR Mutual funds | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
