Heather Malinowski signed The Way International's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Way International's EIN is 34-4440110.
Download the official 2024 Form 5500 (PDF) for The Way International from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Way International'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN PLLC | — | DETROIT, MI | AUDITOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds Invmt Co of America R5 | Mutual Funds | — | — | $2.1M | 12.8% | |
| American Funds American Funds American Balanced R5 | Mutual Funds | — | — | $1.9M | 11.7% | |
| JPMorgan US Equity R5 | Other securities | — | — | $1.8M | 11.1% | |
| American Funds American Funds Growth Fund Of America R5 | Mutual Funds | — | — | $1.5M | 9.4% | |
| American Funds American Funds New Perspective Fund R5 | Mutual Funds | — | — | $1.3M | 8.1% | |
| American Funds American Funds 2030 Target Date Fund R5 | Mutual Funds | — | — | $1.2M | 7.7% | |
| BlackRock iShares S&P 500 Index I | Common Collective Trusts | — | — | $828K | 5.1% | |
| Western Asset Western Asset Core Plus Bond Fund I | Other securities | — | — | $712K | 4.4% | |
| American Funds American Funds 2050 Target Date Fund R5 | Mutual Funds | — | — | $688K | 4.3% | |
| American Funds American Funds 2025 Target Date Fund R5 | Mutual Funds | — | — | $660K | 4.1% | |
| Templeton Franklin Rising Dividends Adv | Mutual Funds | — | — | $506K | 3.1% | |
| American Funds American Funds 2070 Target Date Fund R5 * 13 American Funds Money market fund - American Funds US Govt Money Market R5 | Mutual Funds | — | — | $477K | 2.9% | |
| American Funds American Funds 2020 Target Date Fund R5 | Mutual Funds | — | — | $396K | 2.4% | |
| Invesco Main Street Mid Cap R5 | Mutual Funds | — | — | $374K | 2.3% | |
| Lord Abbett Lord Abbett Short Duration Income R5 | Mutual Funds | — | — | $363K | 2.2% | |
| American Funds American Funds 2045 Target Date Fund R5 | Mutual Funds | — | — | $297K | 1.8% | |
| American Funds American Funds 2035 Target Date Fund R5 | Mutual Funds | — | — | $251K | 1.6% | |
| American Funds American Funds 2055 Target Date Fund R5 | Mutual Funds | — | — | $168K | 1.0% | |
| American Funds American Funds 2060 Target Date Fund R5 | Mutual Funds | — | — | $125K | 0.8% | |
| American Funds American Funds American Mutual R5 | Mutual Funds | — | — | $111K | 0.7% | |
| Goldman Sachs Goldman Sachs Small Cap Value Insights Instl | Other securities | — | — | $84K | 0.5% | |
| American Funds American Funds International Growth and Income R5 | Mutual Funds | — | — | $74K | 0.5% | |
| American Funds American Funds Capital Income Builder R5 | Mutual Funds | — | — | $56K | 0.3% | |
| American Funds American Funds Smallcap World R5 | Mutual Funds | — | — | $56K | 0.3% | |
| American Funds American Funds 2040 Target Date Fund R5 | Mutual Funds | — | — | $54K | 0.3% | |
| BlackRock iShares Russell 2000 Small-cap Index I | Common Collective Trusts | — | — | $43K | 0.3% | |
| American Funds American Funds 2015 Target Date Fund R5 | Mutual Funds | — | — | $10K | <0.1% | |
| American Funds American Funds 2065 Target Date Fund R5 | Mutual Funds | — | — | $10K | <0.1% | |
| American Funds American Funds 2010 Target Date Fund R5 | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds American Funds Emerging Markets Bond R5 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
