Jason Hasenstein signed Wlcfs' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wlcfs' EIN is 39-1047224.
Download the official 2024 Form 5500 (PDF) for Wlcfs from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wlcfs' plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | FIDUCIARY | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Mutual of America | Other securities | — | — | $800K | 14.1% | |
| Mutual of America | Other securities | — | — | $722K | 12.8% | |
| Mutual of America | Other securities | — | — | $653K | 11.5% | |
| Mutual of America | Other securities | — | — | $508K | 9.0% | |
| Mutual of America | Other securities | — | — | $382K | 6.7% | |
| Mutual of America | Other securities | — | — | $375K | 6.6% | |
| T. Rowe Price | Other securities | — | — | $332K | 5.9% | |
| Mutual of America | Other securities | — | — | $322K | 5.7% | |
| Mutual of America | Other securities | — | — | $314K | 5.5% | |
| Mutual of America | Other securities | — | — | $247K | 4.4% | |
| Mutual of America | Other securities | — | — | $208K | 3.7% | |
| Mutual of America | Other securities | — | — | $134K | 2.4% | |
| Calvert Research and Management | Other securities | — | — | $103K | 1.8% | |
| Dodge & Cox | Mutual Funds | — | — | $99K | 1.8% | |
| Mutual of America | Other securities | — | — | $90K | 1.6% | |
| BlackRock | Other securities | — | — | $74K | 1.3% | |
| Vanguard | Mutual Funds | — | — | $52K | 0.9% | |
| Mutual of America | Other securities | — | — | $38K | 0.7% | |
| Mutual of America | Other securities | — | — | $35K | 0.6% | |
| Victory Capital Management | Other securities | — | — | $32K | 0.6% | |
| PIMCO | Mutual Funds | — | — | $30K | 0.5% | |
| Macquire | Other securities | — | — | $27K | 0.5% | |
| MFS | Mutual Funds | — | — | $20K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $20K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $10K | 0.2% | |
| Mutual of America | Other securities | — | — | $9K | 0.2% | |
| Calvert Research and Management | Other securities | — | — | $8K | 0.1% | |
| Calvert Research and Management | Other securities | — | — | $8K | 0.1% | |
| American Funds | Mutual Funds | — | — | $7K | 0.1% | |
| Calvert Research and Management | Other securities | — | — | $2K | <0.1% | |
| Invesco | Mutual Funds | — | — | $648 | <0.1% | |
| Vanguard | Mutual Funds | — | — | $73 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
