Anthony Warren signed WH Midwest, LLC DBA Wayne Homes' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WH Midwest, LLC DBA Wayne Homes' EIN is 30-0588053.
Download the official 2024 Form 5500 (PDF) for WH Midwest, LLC DBA Wayne Homes from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WH Midwest, LLC DBA Wayne Homes' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS INC | — | AKRON, OH | INVESTMENT ADVISOR | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv Registered investment companies | Mutual Funds | — | — | $2.7M | 24.4% | |
| Vanguard Target Retirement 2040 Inv Registered investment companies | Mutual Funds | — | — | $1.2M | 10.9% | |
| Vanguard Large Cap Index Admiral Registered investment companies | Mutual Funds | — | — | $1.2M | 10.8% | |
| Vanguard Target Retirement 2045 Inv Registered investment companies | Mutual Funds | — | — | $869K | 7.9% | |
| Vanguard Target Retirement 2050 Inv Registered investment companies | Mutual Funds | — | — | $806K | 7.4% | |
| Vanguard Target Retirement 2055 Inv Registered investment companies | Mutual Funds | — | — | $685K | 6.2% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $385K | 3.5% | |
| Vanguard Target Retirement 2020 Inv Registered investment companies ** 620 Vanguard Target Retirement 2025 Inv Registered investment companies | Mutual Funds | — | — | $365K | 3.3% | |
| Vanguard Mid Cap Index Fund Admiral Registered investment companies | Common Collective Trusts | — | — | $352K | 3.2% | |
| Vanguard Total Intl Stock Index Admiral Registered investment companies | Mutual Funds | — | — | $329K | 3.0% | |
| Vanguard Target Retirement 2030 Inv Registered investment companies | Mutual Funds | — | — | $296K | 2.7% | |
| Vanguard Small Cap Index Admiral Registered investment companies | Mutual Funds | — | — | $286K | 2.6% | |
| Vanguard Target Retirement 2060 Inv Registered investment companies | Mutual Funds | — | — | $192K | 1.8% | |
| Notes receivable from participants 4.25% - 9.50% -0- | Bonds / Notes | — | — | $192K | 1.8% | |
| LARGE CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $189K | 1.7% | |
| Key Guaranteed Portfolio Fund Guaranteed investment contract | Stable Value | — | — | $181K | 1.7% | |
| Vanguard Total Bond Market Index Admiral Registered investment companies | Mutual Funds | — | — | $178K | 1.6% | |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 001 | Common Collective Trust | — | — | $95K | 0.9% | |
| American Funds New Perspective R6 Registered investment companies | Mutual Funds | — | — | $81K | 0.7% | |
| MFS New Discovery Value R6 Registered investment companies | Mutual Funds | — | — | $80K | 0.7% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $78K | 0.7% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $76K | 0.7% | |
| Vanguard Emerging Mkts Stock Index Registered investment companies | Mutual Funds | — | — | $63K | 0.6% | |
| Vanguard Target Retirement 2065 Inv Registered investment companies | Mutual Funds | — | — | $52K | 0.5% | |
| Clearbridge Small Cap Growth IS Registered investment companies ** 1 Cohen & Steers Instl Realty Shares Registered investment companies | Other securities | — | — | $34K | 0.3% | |
| Carillon Eagle Mid Cap Growth R6 Registered investment companies | Other securities | — | — | $24K | 0.2% | |
| Vanguard Target Retirement Income Inv Registered investment companies | Mutual Funds | — | — | $21K | 0.2% | |
| Vanguard Target Retirement 2070 Inv Registered investment companies | Mutual Funds | — | — | $3K | <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 |
|---|---|---|---|---|---|
| TRINITY PENSION CONSULTANTS | — | AKRON, OH | CONTRACT ADMIN | $11K | — |
