Lane Myers signed Wegman Partners LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wegman Partners LLC's EIN is 33-1110289.
Download the official 2023 Form 5500 (PDF) for Wegman Partners LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Wegman Partners 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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL LLC | 83-1143379 | SAN RAFAEL, CA | ADVISOR | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| J.P. Morgan JPMorgan SmartRetirement 2040 R5 N/R | Mutual Funds | — | — | $507K | 13.7% | |
| J.P. Morgan JPMorgan SmartRetirement 2030 R5 N/R | Other securities | — | — | $423K | 11.4% | |
| The Vanguard Group Vanguard U.S. Growth Fund Admiral N/R | Mutual Funds | — | — | $408K | 11.0% | |
| Shares J.P. Morgan JPMorgan SmartRetirement 2050 R5 N/R | Other securities | — | — | $312K | 8.4% | |
| American Funds American Funds American Balanced N/R | Mutual Funds | — | — | $229K | 6.2% | |
| Fund Class R-6 J.P. Morgan JPMorgan SmartRetirement 2045 R5 N/R | Other securities | — | — | $224K | 6.0% | |
| The Vanguard Group Vanguard Mid Cap Growth Index Fund N/R | Common Collective Trusts | — | — | $183K | 4.9% | |
| Admiral Shares J.P. Morgan JPMorgan SmartRetirement 2035 R5 N/R | Other securities | — | — | $171K | 4.6% | |
| J.P. Morgan JPMorgan SmartRetirement 2055 R5 N/R | Other securities | — | — | $158K | 4.3% | |
| TIAA Investments TIAA-CREF Large-Cap Value Index N/R | Mutual Funds | — | — | $116K | 3.1% | |
| Fund Institutional Class The Vanguard Group Vanguard Mid Cap Value Index Fund N/R | Common Collective Trusts | — | — | $103K | 2.8% | |
| Admiral Shares The Vanguard Group Vanguard Small Cap Growth Index Fund N/R | Common Collective Trusts | — | — | $102K | 2.8% | |
| Admiral Share Dimensional Fund Advisors DFA Real Estate Securities Portfolio N/R | Mutual Funds | — | — | $90K | 2.4% | |
| Institutional Janus Henderson Janus Henderson Venture Fund Class N N/R | Mutual Funds | — | — | $84K | 2.3% | |
| TIAA Investments TIAA-CREF International Equity Index N/R | Common Collective Trusts | — | — | $81K | 2.2% | |
| Fund Institutional Class Dimensional Fund Advisors Schwab Fundamental International N/R | Mutual Funds | — | — | $72K | 1.9% | |
| Participant Loans * Participant Loans Interest rates: 5.00% - 9.50% $0 | Bonds / Notes | — | — | $65K | 1.7% | |
| Large Company Index Baird Funds Baird Aggregate Bond Fund Class N/R | Common Stocks | — | — | $59K | 1.6% | |
| Institutional Dimensional Fund Advisors DFA Emerging Markets Core Equity N/R | Mutual Funds | — | — | $52K | 1.4% | |
| Portfolio Institutional Class The Vanguard Group Vanguard Small Cap Index Fund Admiral N/R | Common Collective Trusts | — | — | $51K | 1.4% | |
| Money Market Fund The Vanguard Group Vanguard Federal Money Market Fund N/R | Mutual Funds | — | — | $44K | 1.2% | |
| Shares Northern Funds Northern Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $44K | 1.2% | |
| The Vanguard Group Vanguard International Growth Fund N/R | Mutual Funds | — | — | $37K | 1.0% | |
| Admiral Shares Fidelity Investments Fidelity Four-in-One Index N/R | Mutual Funds | — | — | $26K | 0.7% | |
| The Vanguard Group Vanguard LifeStrategy Conservative N/R | Mutual Funds | — | — | $18K | 0.5% | |
| Growth Fund Investor J.P. Morgan JPMorgan SmartRetirement 2025 R5 N/R | Other securities | — | — | $16K | 0.4% | |
| The Vanguard Group Vanguard Small Cap Value Index Fund N/R | Common Collective Trusts | — | — | $15K | 0.4% | |
| Federated Institutional Trust Federated Institutional High Yield Bond N/R | Other securities | — | — | $11K | 0.3% | |
| Fund Insti JPMorgan Smart Retirement 2060 R5 N/R | Other securities | — | — | $6K | 0.2% | |
| J.P. Morgan JPMorgan SmartRetirement 2020 R5 N/R | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
