Lenore Tocki signed Wise Plastics Technologies' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wise Plastics Technologies' EIN is 36-2887892.
Download the official 2024 Form 5500 (PDF) for Wise Plastics Technologies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wise Plastics Technologies' 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Core Plus Bond R6 | Other securities | — | — | $2.0M | 18.2% | |
| iShares S&P 500 Index K | Common Collective Trusts | — | — | $1.4M | 13.2% | |
| JPMorgan Smart Retirement 2030 R6 | Other securities | — | — | $1.3M | 11.8% | |
| 02/02/2024 02/19/2024 | Other securities | — | — | $1.1M | 9.9% | |
| JPMorgan Smart Retirement 2040 R6 | Other securities | — | — | $842K | 7.8% | |
| Fixed Annuities * EI Investment Management EI Fixed Account - Series Class I | Other securities | — | — | $710K | 6.6% | |
| JPMorgan Smart Retirement 2050 R6 | Other securities | — | — | $451K | 4.2% | |
| iShares Russell Mid-Cap Index K | Other securities | — | — | $411K | 3.8% | |
| JPMorgan Smart Retirement 2035 R6 | Other securities | — | — | $380K | 3.5% | |
| Notes Receivable from Participants * Participant Loans Interest rates ranging from 3.25% to 8.50% -0- | Bonds / Notes | — | — | $344K | 3.2% | |
| JPMorgan Smart Retirement 2045 R6 | Other securities | — | — | $315K | 2.9% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $266K | 2.5% | |
| iShares Russell 2000 Small-Cap Index K | Common Collective Trusts | — | — | $228K | 2.1% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $195K | 1.8% | |
| JPMorgan Smart Retirement 2055 R6 | Other securities | — | — | $174K | 1.6% | |
| MFS International Growth R6 | Mutual Funds | — | — | $142K | 1.3% | |
| JPMorgan Smart Retirement Income R6 ** 126 MFS Research R6 | Mutual Funds | — | — | $140K | 1.3% | |
| PIMCO GNMA & Government Securities Inst | Agency / Mortgage-Backed | — | — | $104K | 1.0% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $86K | 0.8% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $74K | 0.7% | |
| 08/30/2024 09/16/2024 | Other securities | — | — | $51K | 0.5% | |
| Alger Mid Cap Growth Z | Mutual Funds | — | — | $49K | 0.5% | |
| JPMorgan Smart Retirement 2060 R6 | Other securities | — | — | $44K | 0.4% | |
| PGIM US Real Estate R6 | Other securities | — | — | $41K | 0.4% | |
| American Century American Century Emerging Markets R6 | Other securities | — | — | $21K | 0.2% | |
| 01/21/2022 01/29/2022 | Other securities | — | — | $5K | <0.1% | |
| 08/18/2023 08/30/2023 | 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.
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $38K |
| — |
