Carol Roglin signed Wight & Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wight & Company's EIN is 36-2605840.
Download the official 2024 Form 5500 (PDF) for Wight & Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wight & Company'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOVIS WEALTH ADVISORS | 44-0160260 | — | NONE | $30K | — |
| FORVIS WEALTH ADVISORS, LLC | 43-1815436 |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $4K |
| — |
