Stuart H Blanck signed Wallside, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wallside, Inc.'s EIN is 38-1547434.
Download the official 2023 Form 5500 (PDF) for Wallside, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Wallside, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $36K | — |
| MATRIX TRUST COMPANY | 75-3182674 |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RET HYBRID 2045 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $1.9M | 12.6% | |
| T. ROWE PRICE RET HYBRID 2030 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $1.8M | 11.8% | |
| Fidelity Funds Fidelity 500 Index | Common Collective Trusts | — | — | $1.8M | 11.8% | |
| T. ROWE PRICE RET HYBRID 2025 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $1.5M | 9.6% | |
| T. ROWE PRICE RET HYBRID 2035 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $1.1M | 7.2% | |
| T. ROWE PRICE RET HYBRID 2040 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $1.0M | 6.8% | |
| T. ROWE PRICE RET HYBRID 2015 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $812K | 5.3% | |
| T. ROWE PRICE RET HYBRID 2020 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $566K | 3.7% | |
| T Rowe Price T Rowe Price New Horizon ** 4 Vanguard Funds Vanguard Wellington Fund | Mutual Funds | — | — | $545K | 3.6% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $495K | 3.2% | |
| T. ROWE PRICE RET HYBRID 2050 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $492K | 3.2% | |
| New York Life NYLI Winslow Large Cap Growth | Other securities | — | — | $459K | 3.0% | |
| MFS MID CAP GROWTH FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $353K | 2.3% | |
| Fidelity Funds Fidelity Extended Markets | Mutual Funds | — | — | $332K | 2.2% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK TRUST COMPANY · EIN 85-6153745 / PN 037 | Common Collective Trust | — | — | $326K | 2.1% | |
| T. ROWE PRICE RET HYBRID 2055 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $288K | 1.9% | |
| WELLS FARGO STABLE VALUE FUND E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $271K | 1.8% | |
| T. ROWE PRICE RET HYBRID 2060 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $265K | 1.7% | |
| Notes Receivable from Participants Interest Ranging from 3.25% to 8.50% - | Bonds / Notes | — | — | $164K | 1.1% | |
| Fiam Core Plus Commingled | Common Collective Trusts | — | — | $136K | 0.9% | |
| MFS Funds MFS International | Mutual Funds | — | — | $106K | 0.7% | |
| T. ROWE PRICE RET HYBRID 2065 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $84K | 0.5% | |
| American Funds American Beacon Sm Cap | Mutual Funds | — | — | $76K | 0.5% | |
| Pimco Institutional PIMCO Income Instl | Mutual Funds | — | — | $59K | 0.4% | |
| Pimco Institutional Pimco Real Return | Mutual Funds | — | — | $34K | 0.2% | |
| JPMorgan Funds JP Morgan Mid Cap | Other securities | — | — | $13K | <0.1% | |
| ONEAMERICA STABLE VALUE FUND CL Z BMO HARRIS BANK N.A. · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
