Elizabeth Mendez signed WCG Clinical, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WCG Clinical, Inc.'s EIN is 30-0717648.
Download the official 2024 Form 5500 (PDF) for WCG Clinical, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WCG Clinical, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $161K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $23.5M | 13.0% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $23.2M | 12.8% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $19.3M | 10.7% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $18.0M | 10.0% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $17.2M | 9.5% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $14.1M | 7.8% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $12.8M | 7.1% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $11.9M | 6.6% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $6.2M | 3.4% | |
| Harbor Capital Appreciation Retirement | Common Stocks | — | — | $5.5M | 3.1% | |
| VANGUARD EXTENDED MKT INDX ADM Registered Investment Company | Mutual Funds | — | — | $4.2M | 2.3% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $3.5M | 2.0% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $3.5M | 2.0% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $3.4M | 1.9% | |
| MFS Value R6 | Mutual Funds | — | — | $2.3M | 1.3% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $2.1M | 1.2% | |
| Reliance Trust New York Life Anchor Account | Other securities | — | — | $2.0M | 1.1% | |
| RELIANCE TR CO EBIT NYL ANCH SERIES RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.1% | |
| maturities ranging from January 2025 to October 2049 | Other securities | — | — | $1.7M | 0.9% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $1.7M | 0.9% | |
| MassMutual Select Mid Cap Growth I | Other securities | — | — | $1.4M | 0.8% | |
| EuroPacific Growth R6 | Other securities | — | — | $1.2M | 0.7% | |
| Self-directed personal choice retirement accounts | Self-Directed Brokerage | — | — | $1.2M | 0.7% | |
| JP Morgan Mid Cap Value R6 | Other securities | — | — | $1.1M | 0.6% | |
| Principal Small Cap Growth R6 | Common Stocks | — | — | $1.1M | 0.6% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| AMERICAN BEACON SMCAP VA R6 Registered Investment Company | Common Stocks | — | — | $951K | 0.5% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $820K | 0.5% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $749K | 0.4% |
