WB Holdings, Inc.'s EIN is 39-1676059.
Download the official 2024 Form 5500 (PDF) for WB Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WB Holdings, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
| EMPOWER ADVISORY GROUP,LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds AB Fund R6 N/R | Mutual Funds | — | — | $4.6M | 13.2% | |
| Victory Funds Victory Established Value R6 N/R | Other securities | — | — | $4.0M | 11.5% | |
| American Funds American Funds EP G Fund R6 N/R | Mutual Funds | — | — | $3.0M | 8.8% | |
| American Funds American Funds Growth Fund R6 N/R | Mutual Funds | — | — | $2.9M | 8.3% | |
| Vanguard Funds Vanguard Trgt Rtrmnt 2030 Fnd N/R | Mutual Funds | — | — | $2.4M | 6.9% | |
| Val R6 Vanguard Funds Vanguard 500 Index Admiral N/R | Common Collective Trusts | — | — | $2.2M | 6.5% | |
| Hedged) Undiscovered Managers Behavioral N/R | Other securities | — | — | $2.0M | 5.9% | |
| Alger Capital Alger Capital App Instl Fund Y N/R | Other securities | — | — | $2.0M | 5.9% | |
| JPMorgan Equity Income R6 N/R | Other securities | — | — | $2.0M | 5.6% | |
| Admiral Vanguard Funds Vanguard Sm Cap Index Fund ADM N/R | Common Collective Trusts | — | — | $1.8M | 5.1% | |
| Admiral Fund Vanguard Funds Vanguard Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $1.7M | 4.9% | |
| Empower Annuity Insurance Key Guaranteed Portfolio Fund N/R | Other securities | — | — | $1.3M | 3.9% | |
| Vanguard Funds Vanguard Trgt Rtrmnt 2040 Fnd N/R | Mutual Funds | — | — | $987K | 2.8% | |
| Vanguard Funds Vanguard Trgt Rtrmnt 2050 Fnd N/R | Mutual Funds | — | — | $967K | 2.8% | |
| JPMorgan Core Bond R6 N/R | Other securities | — | — | $645K | 1.9% | |
| Vanguard Funds Vanguard Int-Term Bond Index N/R | Mutual Funds | — | — | $368K | 1.1% | |
| Vanguard Funds Vanguard Dev Mkt Index Fund N/R | Common Collective Trusts | — | — | $349K | 1.0% | |
| Vanguard Funds Vanguard Trgt Rtrmnt 2020 Fnd N/R | Mutual Funds | — | — | $330K | 1.0% | |
| Company of America * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $272K | 0.8% | |
| Vanguard Funds Vanguard Trgt Rtrmnt 2060 Fnd N/R | Mutual Funds | — | — | $172K | 0.5% | |
| Vanguard Funds Vanguard ST Investment Grade N/R | Mutual Funds | — | — | $159K | 0.5% | |
| PIMCO Funds PIMCO Int Bond Fund (U.S. Dollar- N/R | U.S. Treasuries | — | — | $148K | 0.4% | |
| PIMCO Funds PIMCO Income Fund N/R | Mutual Funds | — | — | $124K | 0.4% | |
| Vanguard Funds Vanguard Trgt Rtrmnt Income Inv N/R | Mutual Funds | — | — | $121K | 0.3% | |
| Artisan Global Artisan Global Opp Instl Fund N/R | Other securities | — | — | $58K | 0.2% | |
| PIMCO Funds PIMCO Inv Grade Crd Bond INSTL N/R | Mutual Funds | — | — | $43K | 0.1% | |
| Brown Advisory Brown Advisory SC Growth Inst N/R | Other securities | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAMBRIDGE INVESTMENT RESEARCH INC. |
| — |
| FAIRFIELD, IA |
| BROKER/ADVISO R |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIRMENT PLANS, INC. | — | MILWAUKEE, WI | TPA-CONTRACT ADMIN | $13K | — |
