Chelsea Leigh Hill signed White Lodging Services Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
White Lodging Services Corporation's EIN is 35-1656847.
Download the official 2024 Form 5500 (PDF) for White Lodging Services Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)White Lodging Services Corporation'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $155K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATZ SAPPER & MILLER | — | INDIANAPOLIS, IN | OTHER | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LORD ABBETT INCOME R6 GM 2,911,609 | Mutual Funds | — | — | $7.0M | 9.5% | |
| JP MORGAN GOVERNMENT BD R6 GM 728,372 | Other securities | — | — | $6.8M | 9.2% | |
| FIDELITY 500 INDEX FUND GM 32,164 | Common Collective Trusts | — | — | $6.6M | 8.9% | |
| FIDELITY 500 INDEX FUND 31,121 | Common Collective Trusts | — | — | $6.4M | 8.6% | |
| FIDELITY INTRNTL INDX INSTL GM 93,990 | Mutual Funds | — | — | $4.5M | 6.0% | |
| VANGUARD INTL GRWT ADM CL S GM 42,958 | Mutual Funds | — | — | $4.4M | 5.9% | |
| JOHN HANCOCK DISCIPLIND R6 GM 137,897 | Other securities | — | — | $3.7M | 5.0% | |
| VANGUARD WINDSOR FD ADM GM 50,828 | Mutual Funds | — | — | $3.6M | 4.8% | |
| VANGUARD INFLATION PRTCTD GM 146,049 | Mutual Funds | — | — | $3.3M | 4.4% | |
| AMERICAN NEW WORLD FUND GM 42,004 | Other securities | — | — | $3.2M | 4.4% | |
| MFS MASS INVESTORS GRW R6 GM 67,379 | Mutual Funds | — | — | $3.0M | 4.0% | |
| FRANKLIN SML MID CP GTH R6 GM 53,040 | Mutual Funds | — | — | $2.5M | 3.4% | |
| COLUMBIA TRUST STABLE HI QUALITY IN AMERIPRISE TRUST COMPANY · EIN 87-2295015 / PN 036 | Common Collective Trust | — | — | $1.6M | 2.2% | |
| PGIM HIGH YIELD FUND R6 GM 308,228 | Other securities | — | — | $1.5M | 2.0% | |
| COHEN & STEERS REAL EST Z GM 77,175 | Other securities | — | — | $1.3M | 1.8% | |
| VAN ECK CM COMMODITY INDX I GM 18,823 | Other securities | — | — | $1.3M | 1.7% | |
| FRANKLIN SML CAP VAL FD R6 GM 20,973 | Mutual Funds | — | — | $1.3M | 1.7% | |
| VANGUARD SMALL CAP INDEX FD GM 10,822 | Mutual Funds | — | — | $1.2M | 1.7% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.25-8.50%, with maturities through November 2038 0 | Bonds / Notes | — | — | $1.1M | 1.5% | |
| VANGUARD INTL GRWT FD ADM CLAS 10,438 | Mutual Funds | — | — | $1.1M | 1.4% | |
| JOHN HANCOCK DISCIPLIND VAL R6 28,252 | Other securities | — | — | $761K | 1.0% | |
| VANGUARD EXPLORER FUND GM 6,452 | Mutual Funds | — | — | $689K | 0.9% | |
| FIDELITY INTRNTNL INDX INSTL 13,749 | Mutual Funds | — | — | $654K | 0.9% | |
| FIDELITY EXTENDED MARKET INDEX 7,132 | Mutual Funds | — | — | $648K | 0.9% | |
| AMERICAN NEW PERSPECTIVE 10,156 | Other securities | — | — | $631K | 0.9% | |
| JP MORGAN GOVERNMENT BD R6 64,026 | Other securities | — | — | $602K | 0.8% | |
| MFS MASS INVESTORS GRW STCK R6 11,915 | Mutual Funds | — | — | $527K | 0.7% | |
| VANGUARD WINDSOR FUND ADM 6,887 | Mutual Funds | — | — | $486K | 0.7% | |
| FRANKLIN SMALL MID CAP GRTH R6 10,005 | Mutual Funds | — | — | $481K | 0.6% | |
| VANGUARD EXPLORER FUND 3,936 | Mutual Funds | — | — | $421K | 0.6% | |
| VANGUARD SMALL CAP INDEX FUND 3,610 | Common Collective Trusts | — | — | $416K | 0.6% | |
| VANGUARD INFLATION PROTECTED 14,350 | Mutual Funds | — | — | $323K | 0.4% | |
| REGISTERED INVESTMENT COMPANIES AMERICAN BD FD OF AMERICA 26,950 | Other securities | — | — | $300K | 0.4% | |
| COHEN & STEERS REAL EST CL Z 17,185 | Other securities | — | — | $297K | 0.4% | |
| PGIM HIGH YIELD FUND R6 58,821 | Other securities | — | — | $281K | 0.4% | |
| AMERICAN NEW WORLD FUND 2,980 | Other securities | — | — | $229K | 0.3% | |
| FRANKLIN SMALL CAP VALUE FD R6 3,748 | Mutual Funds | — | — | $226K | 0.3% | |
| VAN ECK CM COMMODITY INDX CL I 2,720 | Other securities | — | — | $186K | 0.3% | |
| LORD ABBETT INCOME R6 71,843 | Mutual Funds | — | — | $173K | 0.2% | |
| INVESCO EQLY WEIGHTED S&P 500 1,921 | Common Collective Trusts | — | — | $140K | 0.2% | |
| FIRST EAGLE GLOBAL FD CL R6 355 | Other securities | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
