Michael Trimberger signed WBC Holdings, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WBC Holdings, L.P.'s EIN is 32-0268461.
Download the official 2024 Form 5500 (PDF) for WBC Holdings, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WBC Holdings, L.P.'s plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| Collective Trust Funds * Callan LLC Callan Glidepath 2030 Fund Cl R11 | Common Collective Trusts | — | $65.1M | $77.2M | 75.0% | |
| WILMGT TR CIT CG 2030 FD GREAT GRAY TRUST COMPANY · EIN 26-0257940 / PN 104 | Common Collective Trust | — | — | $77.2M | 75.0% | |
| [Assets held in common collective trust] | Other | — | — | $20.8M | 20.2% | |
| 1-3 YEAR GOVT BOND INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3272267 / PN 001 | Common Collective Trust | — | $3.4M | $3.7M | 3.6% | |
| Baird Core Plus Bond Instl | Mutual Funds | — | $1.2M | $1.2M | 1.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
