Kevin McDonnell signed The Wesley Communities' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Wesley Communities' EIN is 31-0711146.
Download the official 2023 Form 5500 (PDF) for The Wesley Communities from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Wesley Communities' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER | 04-1590850 | GREENWOOD VILLAGE, CO | RECORD KEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | 85-0833363 | ERIE, PA | TPA | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $859K | 15.5% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $815K | 14.7% | |
| Invesco Rising Dividends Fund | Mutual Funds | — | — | $579K | 10.4% | |
| MassMutual** MassMutual Premier Core Bond Fund | Other securities | — | — | $482K | 8.7% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $350K | 6.3% | |
| American Funds American Funds Growth Fund of America | Mutual Funds | — | — | $324K | 5.8% | |
| MassMutual** Unallocated investment contract - Capital Preservation | Other securities | — | — | $301K | 5.4% | |
| MassMutual** MassMutual Select Fundamental Value Fund | Other securities | — | — | $234K | 4.2% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $203K | 3.7% | |
| MassMutual** Baron Growth Fund | Other securities | — | — | $195K | 3.5% | |
| Participants** Participant notes receivable with interest rates ranging from 4.25 to 7.25 percent - | Other securities | — | — | $194K | 3.5% | |
| Wells Fargo Wells Fargo Special Mid Cap Value Fund | Other securities | — | — | $192K | 3.4% | |
| Franklin Small Cap Value Fund | Mutual Funds | — | — | $173K | 3.1% | |
| MassMutual** MassMutual Select Mid Cap Growth II Fund | Other securities | — | — | $158K | 2.8% | |
| Thornburg International Value Fund | Other securities | — | — | $115K | 2.1% | |
| MassMutual** MassMutual S&P 500 Index Fund | Common Collective Trusts | — | — | $84K | 1.5% | |
| American Funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $80K | 1.4% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $64K | 1.2% | |
| T. Rowe Price T. Rowe Price Retirement Income Fund | Other securities | — | — | $54K | 1.0% | |
| Invesco International Bond Fund | Mutual Funds | — | — | $46K | 0.8% | |
| Invesco Oppenheimer International Growth Fund | Mutual Funds | — | — | $23K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $15K | 0.3% | |
| MassMutual** MassMutual Premier High Yield Fund | Other securities | — | — | $12K | 0.2% | |
| American Funds American Funds Capital World Growth and IncomeFund | Mutual Funds | — | — | $7K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
