Shelly Patman signed WWEX UNI Topco Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WWEX UNI Topco Holdings, LLC's EIN is 32-0780833.
Download the official 2024 Form 5500 (PDF) for WWEX UNI Topco Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WWEX UNI Topco Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $105K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCE INVESTMENT ADVISORS LLC | — | OVERLAND PARK, KS | NONE | $70K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 2045 TR D * T. Rowe Price Trust Company T. Rowe Price Retirement Blend N/R | Common Stocks | — | — | $23.9M | 21.1% | |
| TRP RET BLEND 2050 TR D T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $23.9M | 21.1% | |
| 2050 TR D * T. Rowe Price Trust Company T. Rowe Price Retirement Blend N/R | Common Stocks | — | — | $21.3M | 18.8% | |
| TRP RET BLEND 2055 TR D T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $21.3M | 18.8% | |
| 2055 TR D * T. Rowe Price Trust Company T. Rowe Price Retirement Blend N/R | Common Stocks | — | — | $12.4M | 10.9% | |
| TRP RET BLEND 2060 TR D T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $12.4M | 10.9% | |
| 2040 TR D * T. Rowe Price Trust Company T. Rowe Price Retirement Blend N/R | Common Stocks | — | — | $12.1M | 10.7% | |
| TRP RET BLEND 2045 TR D T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $12.1M | 10.7% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $6.4M | 5.7% | |
| Fidelity TTL Market IND Fund N/R | Mutual Funds | — | — | $4.3M | 3.8% | |
| BLACKROCK RUSSELL 1000 GROWTH BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3302953 / PN 001 | Common Collective Trust | — | — | $3.4M | 3.0% | |
| 2060 TR D * T. Rowe Price Trust Company T. Rowe Price Retirement Blend N/R | Common Stocks | — | — | $3.1M | 2.7% | |
| TRP RET BLEND 2065 TR D T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $3.1M | 2.7% | |
| BLACKROCK TTL RETURN BOND CL 6 BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 47-1217136 / PN 001 | Common Collective Trust | — | — | $2.9M | 2.5% | |
| Fidelity Total INTL Index Fund N/R | Common Collective Trusts | — | — | $2.7M | 2.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.7M | 2.4% | |
| BLACKROCK RUSSELL 1000 VALUE BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3149382 / PN 001 | Common Collective Trust | — | — | $2.5M | 2.2% | |
| 2030 TR D * T. Rowe Price Trust Company T. Rowe Price Retirement Blend N/R | Common Stocks | — | — | $1.9M | 1.7% | |
| TRP RET BLEND 2035 TR D T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.7% | |
| Participant Loans Interest rates: 3.25% - 9.50% $0 | Bonds / Notes | — | — | $1.9M | 1.7% | |
| PIMCO Income Fund Institutional N/R | Mutual Funds | — | — | $1.7M | 1.5% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $1.5M | 1.3% | |
| 2035 TR D * T. Rowe Price Trust Company T. Rowe Price Retirement Blend N/R | Common Stocks | — | — | $1.4M | 1.3% | |
| TRP RET BLEND 2040 TR D T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.3% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $1.2M | 1.1% | |
| 2025 TR D * T. Rowe Price Trust Company T. Rowe Price Retirement Blend N/R | Common Stocks | — | — | $989K | 0.9% | |
| TRP RET BLEND 2030 TR D T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $989K | 0.9% | |
| Fidelity Emerging Markets IDX N/R | Common Collective Trusts | — | — | $961K | 0.8% | |
| MFS INTL Diversification R6 N/R | Mutual Funds | — | — | $906K | 0.8% | |
| Fidelity Real Estate IND FUND N/R | Mutual Funds | — | — | $643K | 0.6% | |
| Victory Sycamore EST Value R6 N/R | Other securities | — | — | $601K | 0.5% | |
| Carillon Eagle Carillon Eagle MD CP GR FD R6 N/R | Other securities | — | — | $536K | 0.5% | |
| Allspring SPE SM CP VAL R6 N/R | Other securities | — | — | $355K | 0.3% | |
| Janus Henderson Janus Henderson Triton N N/R | Mutual Funds | — | — | $302K | 0.3% | |
| 2020 TR D * T. Rowe Price Trust Company T. Rowe Price Retirement Blend N/R | Common Stocks | — | — | $260K | 0.2% | |
| TRP RET BLEND 2025 TR D T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $260K | 0.2% | |
| American Fund American Fund Balanced R6 N/R | Other securities | — | — | $207K | 0.2% | |
| Schwab Treas INF PROT SECS IDX N/R | Common Collective Trusts | — | — | $144K | 0.1% | |
| T. Rowe Price Trust Company T. Rowe Price Government Money I N/R | Common Stocks | — | — | $106K | <0.1% | |
| 2015 TR D * T. Rowe Price Trust Company T. Rowe Price Retirement Blend N/R | Common Stocks | — | — | $2K | <0.1% | |
| TRP RET BLEND 2020 TR D T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| TRP RET BLEND 2010 TR D T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $808 | <0.1% | |
| TRP RET BLEND 2015 TR D T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $510 | <0.1% | |
| TRP RET BLEND 2005 TR D T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $459 | <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 |
|---|---|---|---|---|---|
| MORNINGSTAR | — | CHICAGO, IL | NONE | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | — | MILWAUKEE, WI | NONE | $29K | — |
