Donald Clifford signed Whitlam Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whitlam Group, Inc.'s EIN is 38-1855016.
Download the official 2024 Form 5500 (PDF) for Whitlam Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whitlam Group, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NYLI Winslow Large Cap Growth R2 NYLI Winslow 0 | Other securities | — | — | $1.7M | 14.5% | |
| PIMCO Real Return Instl PIMCO 0 | Mutual Funds | — | — | $1.3M | 11.3% | |
| MFS TOTAL RETURN BOND A MFS 0 | Mutual Funds | — | — | $1.3M | 11.0% | |
| Invesco Growth and Income A Invesco 0 | Mutual Funds | — | — | $1.2M | 10.0% | |
| iShares S&P 500 Index Instl iShares 0 | Common Collective Trusts | — | — | $1.0M | 8.9% | |
| American Funds EuroPacific Gr R4 American Funds 0 | Mutual Funds | — | — | $983K | 8.5% | |
| MFS International Intrinsic Value A MFS 0 | Mutual Funds | — | — | $972K | 8.4% | |
| MFS Mid Cap Value A MFS 0 | Mutual Funds | — | — | $725K | 6.3% | |
| American Funds American Balanced R4 American Funds 0 | Mutual Funds | — | — | $695K | 6.0% | |
| Victory Pioneer Select Mid Cap Growth A Victory 0 | Other securities | — | — | $626K | 5.4% | |
| Macquarie Small Cap Value A Macquarie 0 | Other securities | — | — | $417K | 3.6% | |
| INVESCO STABLE VALUE RETIREMENT CL INVESCO · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $347K | 3.0% | |
| ClearBridge Small Cap Growth A Legg Mason 0 | Other securities | — | — | $270K | 2.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $95K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
