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Original filing (PDF)20251007155452NAL0005012113001
EXECUTIVE DIRECTOR, INC.
Form 5500
FILING_RECEIVED
EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
313
Accounts w/ balance
417
Plan assets (EOY)
$30.5M
Net assets (EOY)
$30.5M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXECUTIVE DIRECTOR, INC..
Plan sponsor
Name
EXECUTIVE DIRECTOR, INC.
EIN
39-0992016
Address
555 E. WELLS ST · SUITE 1100 · MILWAUKEE, WI · 53202
Phone
(414) 276-6445
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $48K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 39-2018056 | — | CONSULTING | $49K | — |
Investments
38 direct securities· $30.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | — | — | — | $5.8M | 18.9% | |
| Vanguard Target Retment 2040 Fund | — | — | — | $4.1M | 13.5% | |
| Vanguard Target Retment 2050 Fund | — | — | — | $3.5M | 11.6% | |
| Vanguard Small Cap Index Adm | — | — | — | $1.6M | 5.2% | |
| Vanguard Target Retment 2030 Fund | — | — | — | $1.5M | 4.8% | |
| Vanguard Target Retment 2060 Fund | — | — | — | $1.5M | 4.8% | |
| Vanguard Growth Index Adm | — | — | — | $1.2M | 4.0% | |
| Vanguard Target Retment 2045 Fund | — | — | — | $1.2M | 4.0% | |
| Vanguard Intermed-Term Bond Idx Adm | — | — | — | $946K | 3.1% | |
| Vanguard Developed Mkt Idx Admiral | — | — | — | $916K | 3.0% | |
| Vanguard Target Retment 2035 Fund | — | — | — | $836K | 2.7% | |
| Transamerica Life Ins. Co. Insurance Company/General Account | — | — | — | $794K | 2.6% | |
| Vanguard Mid Cap Index Adm | — | — | — | $703K | 2.3% | |
| Vanguard Emerging Mkt Stock Idx Adm | — | — | — | $668K | 2.2% | |
| Vanguard Target Retment 2055 Fund | — | — | — | $646K | 2.1% | |
| Vanguard Mid-Cap Gr Index Admiral | — | — | — | $619K | 2.0% | |
| Vanguard Target Retrmnt 2070 Inv 219 Vanguard Target Retrmnt Inc Fund | — | — | — | $591K | 1.9% | |
| Vanguard Target Retment 2025 Fund | — | — | — | $488K | 1.6% | |
| Vanguard Windsor Adm | — | — | — | $474K | 1.6% | |
| Vanguard REIT Index Adm | — | — | — | $379K | 1.2% | |
| Vanguard Target Retrmnt 2065 Inv | — | — | — | $366K | 1.2% | |
| Vanguard Interm-Term Treasury Adm | — | — | — | $263K | 0.9% | |
| Vanguard Small-Cap Value Index Fund | — | — | — | $241K | 0.8% | |
| Vanguard Total Stock Mkt Index Adm | — | — | — | $209K | 0.7% | |
| Vanguard Target Retment 2020 Fund | — | — | — | $162K | 0.5% | |
| Participants Notes Receivable with an interest rate of 6.00% | — | — | — | $158K | 0.5% | |
| Vanguard Total Bond Mkt Index Adm | — | — | — | $156K | 0.5% | |
| Vanguard Selected Value Inv | — | — | — | $111K | 0.4% | |
| Tiaa-Cref Social Choice Eq Instl | — | — | — | $100K | 0.3% | |
| Vanguard FTSE Social Index Admiral | — | — | — | $61K | 0.2% | |
| Vanguard Inf-Protected Secs Adm | — | — | — | $61K | 0.2% | |
| Vanguard Explorer Adm | — | — | — | $43K | 0.1% | |
| Vanguard Small-Cap Gr Index Fund | — | — | — | $39K | 0.1% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $32K | 0.1% | |
| Vanguard Mid-Cap Value Idx Admiral | — | — | — | $15K | <0.1% | |
| Vanguard Value Index Adm | — | — | — | $10K | <0.1% | |
| Vanguard International Explorer Inv | — | — | — | $9K | <0.1% | |
| Transamerica Trust Company Cash Reserve Account | — | — | — | $5K | <0.1% |
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