Lindsey D. Webber signed WITT/Kieffer Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WITT/Kieffer Inc.'s EIN is 36-2919320.
Download the official 2023 Form 5500 (PDF) for WITT/Kieffer Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)WITT/Kieffer Inc.'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $98K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Inc. Institutional Index | Mutual Funds | — | — | $16.1M | 17.5% | |
| Harbor Capital Appreciation Fund | Other securities | — | — | $10.4M | 11.3% | |
| SCHWAB MANAGED RET TRUST FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $7.0M | 7.6% | |
| GALLIARD STABLE VALUE FUND C WELLS FARGO BANK N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $6.9M | 7.5% | |
| SCHWAB MANAGED RET TRUST FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $4.9M | 5.3% | |
| SCHWAB MANAGED RET TRUST FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $4.9M | 5.3% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $4.3M | 4.7% | |
| American Funds New Perspective Fund—R6 | Mutual Funds | — | — | $4.1M | 4.4% | |
| SCHWAB MANAGED RET TRUST FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $3.7M | 4.1% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $3.7M | 4.0% | |
| Charles Schwab Bank Aggregate Bond Index | Mutual Funds | — | — | $3.4M | 3.7% | |
| The Vanguard Group Inc. Total International Stock Index Admiral | Mutual Funds | — | — | $2.9M | 3.2% | |
| SCHWAB MANAGED RET TRUST FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $2.9M | 3.1% | |
| Janus Investment Enterprise I Fund | Mutual Funds | — | — | $2.7M | 2.9% | |
| Charles Schwab Bank Interest-bearing cash | Mutual Funds | — | — | $1.8M | 2.0% | |
| Allspring SPE Small Cap Val R6 | Other securities | — | — | $1.4M | 1.6% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $1.4M | 1.5% | |
| SCHWAB MANAGED RET TRUST FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $1.4M | 1.5% | |
| SCHWAB MANAGED RET TRUST FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $1.3M | 1.4% | |
| The Vanguard Group Inc. Extended Market Index Admiral | Mutual Funds | — | — | $1.1M | 1.2% | |
| Clearbridge Small CAP Growth | Other securities | — | — | $948K | 1.0% | |
| SCHWAB MANAGED RET TRUST FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $622K | 0.7% | |
| SCHWAB MANAGED RET TRUST FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $500K | 0.5% | |
| Participants Participant loans | Participant loans | — | — | $462K | 0.5% | |
| SCHWAB MANAGED RET TRUST FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $304K | 0.3% | |
| Cohen & Steers Realty Institutional Cl | Other securities | — | — | $187K | 0.2% | |
| SCHWAB MANAGED RET TRUST FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $99K | 0.1% | |
| SCHWAB MANAGED RET TRST FUND-INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $93K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | NONE | $23K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
