Tanya Wilson signed Hoefer Welker, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hoefer Welker, LLC's EIN is 36-4095388.
Download the official 2024 Form 5500 (PDF) for Hoefer Welker, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hoefer Welker, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS | 20-4553256 | — | NONE | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMCENT ONE CHOICE 2040 R6 Registered Investment Company | Common Stocks | — | — | $2.7M | 16.0% | |
| VANGUARD 500 INDEX ADMIRAL Registered Investment Company | Common Collective Trusts | — | — | $2.1M | 12.8% | |
| AMCENT ONE CHOICE 2030 R6 Registered Investment Company | Common Stocks | — | — | $1.8M | 10.8% | |
| AMCENT ONE CHOICE 2050 R6 Registered Investment Company | Common Stocks | — | — | $1.8M | 10.6% | |
| AMCENT ONE CHOICE 2035 R6 Registered Investment Company | Common Stocks | — | — | $1.6M | 9.8% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $1.6M | 9.6% | |
| AMCENT ONE CHOICE 2055 R6 Registered Investment Company | Common Stocks | — | — | $1.1M | 6.3% | |
| AMCENT ONE CHOICE 2025 R6 Registered Investment Company | Common Stocks | — | — | $891K | 5.3% | |
| T ROWE PRICE LARGE CAP GRWTH I Registered Investment Company | Mutual Funds | — | — | $724K | 4.3% | |
| AMCENT ONE CHOICE 2045 R6 Registered Investment Company | Common Stocks | — | — | $590K | 3.5% | |
| AMCENT ONE CHOICE 2060 R6 Registered Investment Company | Common Stocks | — | — | $487K | 2.9% | |
| EUROPACIFIC GROWTH R6 Registered Investment Company | Common Stocks | — | — | $209K | 1.2% | |
| WASATCH CORE GROWTH FUND Registered Investment Company | Common Stocks | — | — | $202K | 1.2% | |
| VANGUARD MID CAP INDEX ADMIRAL Registered Investment Company | Mutual Funds | — | — | $195K | 1.2% | |
| DODGE & COX STOCK FUND X Registered Investment Company | Mutual Funds | — | — | $87K | 0.5% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $84K | 0.5% | |
| BLACKROCK EMERGING MARKETS INS Registered Investment Company | Common Stocks | — | — | $75K | 0.4% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $74K | 0.4% | |
| VANGUARD SMALL CAP INDEX ADMRL Registered Investment Company | Mutual Funds | — | — | $74K | 0.4% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | Bonds / Notes | — | — | $58K | 0.3% | |
| ARTISAN MIDCAP INSTL Registered Investment Company | Common Stocks | — | — | $51K | 0.3% | |
| COHEN & STEERS REAL EST SEC I Registered Investment Company | Common Stocks | — | — | $45K | 0.3% | |
| VANGUARD CASH RSRV FED MMKTADM Money Market / Cash Equivalent | Mutual Funds | — | — | $40K | 0.2% | |
| PGIM HIGH YIELD R6 Registered Investment Company | Common Stocks | — | — | $39K | 0.2% | |
| VICTORY ESTABLISHED VALUE I Registered Investment Company | Common Stocks | — | — | $32K | 0.2% | |
| METROPOLITAN WEST TTL RTN BD I Registered Investment Company | Common Stocks | — | — | $24K | 0.1% | |
| AMCENT ONE CHOICE INCOME RTR6 Registered Investment Company | Common Stocks | — | — | $23K | 0.1% | |
| AMCENT ONE CHOICE 2065 R6 Registered Investment Company | Common Stocks | — | — | $14K | <0.1% | |
| UNDISCOVERED MGRS BEHAV VAL R6 Registered Investment Company | Common Stocks | — | — | $13K | <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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $104 | — |
