Maggie Cunningham signed CWS Corporate Leasing, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CWS Corporate Leasing, LLC's EIN is 33-0787124.
Download the official 2024 Form 5500 (PDF) for CWS Corporate Leasing, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CWS Corporate Leasing, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPS RETIREMENT PLAN ADVISORS LLC | 87-4358960 | — | INVESTMENT/FINANCIAL ADVI | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMORGAN INVESTOR GROWTH R6 | Registered Investment Companies | — | — | $2.9M | 41.8% | |
| FIDELITY BALANCED K6 | Registered Investment Companies | — | — | $2.0M | 28.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $568K | 8.3% | |
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $385K | 5.6% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $221K | 3.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $140K | 2.0% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $115K | 1.7% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $99K | 1.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $93K | 1.4% | |
| FID ADV ASSET MANAGER 20 - Z | Registered Investment Companies | — | — | $89K | 1.3% | |
| FLEXPATH IDX MOD 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $65K | 1.0% | |
| CARILLON REAMS CORE BOND R6 | Registered Investment Companies | — | — | $57K | 0.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $39K | 0.6% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $26K | 0.4% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| ARTISAN HIGH INCOME INSTL | Registered Investment Companies | — | — | $1K | <0.1% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $438 | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
