SARA HEIM signed WAHL Clipper Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WAHL Clipper Corporation's EIN is 36-1922730.
Download the official 2024 Form 5500 (PDF) for WAHL Clipper Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WAHL Clipper Corporation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | — | INVESTMENT ADVISOR | $70K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM INDEX 2035 IPR Mutual Fund | Mutual Funds | — | — | $21.6M | 15.5% | |
| FIDELITY FREEDOM INDEX 2030 IPR Mutual Fund | Mutual Funds | — | — | $20.4M | 14.7% | |
| FIDELITY FREEDOM INDEX 2025 IPR Mutual Fund | Mutual Funds | — | — | $14.7M | 10.5% | |
| FIDELITY FREEDOM INDEX 2040 IPR Mutual Fund | Mutual Funds | — | — | $13.7M | 9.9% | |
| FIDELITY FREEDOM INDEX 2045 IPR Mutual Fund | Mutual Funds | — | — | $11.0M | 7.9% | |
| FIDELITY 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $10.5M | 7.6% | |
| FIDELITY FREEDOM INDEX 2050 IPR Mutual Fund | Mutual Funds | — | — | $7.3M | 5.3% | |
| FIDELITY FREEDOM INDEX 2055 IPR Mutual Fund | Mutual Funds | — | — | $6.3M | 4.6% | |
| NYL ANCHOR ACCOUNT NY LIFE INSURANCE CO Common Collective Trust | Common Collective Trusts | — | — | $4.3M | 3.1% | |
| FH CAP PRESRVN IP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $4.3M | 3.1% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual Fund | Other securities | — | — | $4.2M | 3.0% | |
| FIDELITY FREEDOM INDEX 2060 IPR Mutual Fund | Mutual Funds | — | — | $3.8M | 2.7% | |
| DODGE & COX STOCK I Mutual Fund | Mutual Funds | — | — | $3.5M | 2.6% | |
| FIDELITY MID CAP INDEX Mutual Fund | Mutual Funds | — | — | $1.9M | 1.4% | |
| FIDELITY FREEDOM INDEX 2070 IPR Mutual Fund 501 * PARTICIPANT NOTES RECEIVABLE Interest 3.25% - 9.50% | Mutual Funds | — | — | $1.9M | 1.3% | |
| FIDELITY FREEDOM INDEX 2020 IPR Mutual Fund | Mutual Funds | — | — | $1.5M | 1.1% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | Mutual Funds | — | — | $1.5M | 1.1% | |
| FIDELITY US BOND INDEX Mutual Fund | Mutual Funds | — | — | $1.4M | 1.0% | |
| FEDERATED HERMES TOTAL RETURN BOND IS Mutual Fund | Other securities | — | — | $1.3M | 0.9% | |
| FIDELITY FREEDOM INDEX 2065 IPR Mutual Fund | Mutual Funds | — | — | $1.2M | 0.9% | |
| MFS INTERNATIONAL DIVERSIFICATIONR3 Mutual Fund | Mutual Funds | — | — | $1.2M | 0.8% | |
| FIDELITY FREEDOM INDEX 2015 IPR Mutual Fund | Mutual Funds | — | — | $981K | 0.7% | |
| FIDELITY INTERNATIONAL INDEX Mutual Fund | Mutual Funds | — | — | $943K | 0.7% | |
| UNDISCOVERED MANAGERS BEHAVIORAL VALUE R6 Mutual Fund | Other securities | — | — | $933K | 0.7% | |
| JANUS HENDERSON ENTERPRISE I Mutual Fund | Mutual Funds | — | — | $892K | 0.6% | |
| ALL SPRING SPECIAL MID CAP VALUE A Mutual Fund | Other securities | — | — | $576K | 0.4% | |
| NEUBERGER BERMAN GENESIS - TR Mutual Fund | Other securities | — | — | $361K | 0.3% | |
| FIDELITY FREEDOM INDEX INC IPR Mutual Fund | Mutual Funds | — | — | $28K | <0.1% | |
| Transferred Late to Contributions Corrected Outside Pending VFCP and PTE Year Plan Not Corrected VFCP Correction in VFCP 2002-51 2024 354 - 354 - 2023 4,567 - | Other securities | — | — | $5K | <0.1% | |
| FIDELITY FREEDOM INDEX 2010 IPR Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
