Kimberly Pollack signed WSH Management Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WSH Management Inc.'s EIN is 33-0907545.
Download the official 2024 Form 5500 (PDF) for WSH Management Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WSH Management Inc.'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 | $36K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.1M | 34.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $793K | 12.9% | |
| AMERFUNDS AMER BALANCED - R6 818 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $549K | 8.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $498K | 8.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $462K | 7.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $359K | 5.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $232K | 3.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $198K | 3.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $121K | 2.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $103K | 1.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $82K | 1.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $45K | 0.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $40K | 0.7% | |
| LOOMIS SAYLES INV GRADE BOND N | Registered Investment Companies | — | — | $40K | 0.6% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $31K | 0.5% | |
| NUVEEN CORE IMPACT BOND R6 | Registered Investment Companies | — | — | $28K | 0.5% | |
| VICTORY ESTABLISHED VALUE R6 990 REGISTERED INVESTMENT COMPANY VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $25K | 0.4% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $22K | 0.4% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $19K | 0.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $19K | 0.3% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $18K | 0.3% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $18K | 0.3% | |
| VAN TARG RETIRE 2070 521 REGISTERED INVESTMENT COMPANY T. ROWE PRICE NEW ERA | Registered Investment Companies | — | — | $17K | 0.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $15K | 0.3% | |
| FRA INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $15K | 0.2% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $14K | 0.2% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $13K | 0.2% | |
| INVESCO DEVELOPING MKTS R6 | Registered Investment Companies | — | — | $7K | 0.1% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $7K | 0.1% | |
| PARNASSUS CORE EQUITY INST | Registered Investment Companies | — | — | $7K | 0.1% | |
| MASSMUTUAL MID CAP GR I | Registered Investment Companies | — | — | $7K | 0.1% | |
| TRP INTEGRATED US SC GR EQ I | Registered Investment Companies | — | — | $4K | <0.1% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $3K | <0.1% | |
| T ROWE INSTL LC CORE GROWTH | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
