Meggan Thole signed Wacosa's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wacosa's EIN is 41-0871466.
Download the official 2024 Form 5500 (PDF) for Wacosa from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wacosa's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $899K | 25.2% | |
| GREAT GRAY TRUST AMERICAN FNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $584K | 16.4% | |
| GREAT GRAY TRUST AMERICAN FNDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $502K | 14.1% | |
| Baird Core Plus Bond Instl Fund | Other securities | — | — | $319K | 9.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $260K | 7.3% | |
| GREAT GRAY TRUST AMERICAN FNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $157K | 4.4% | |
| GREAT GRAY TRUST AMERICAN FNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $146K | 4.1% | |
| GREAT GRAY TRUST AMERICAN FNDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $132K | 3.7% | |
| GREAT GRAY TRUST AMERICAN FNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $102K | 2.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $89K | 2.5% | |
| STABLE VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 85-4031707 / PN 001 | Common Collective Trust | — | — | $76K | 2.1% | |
| BlackRock 60/40 Target Allocation Fund | Other securities | — | — | $73K | 2.1% | |
| GREAT GRAY TRUST AMERICAN FNDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $57K | 1.6% | |
| LARGE CAP GRWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $39K | 1.1% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $29K | 0.8% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $28K | 0.8% | |
| GREAT GRAY TRUST AMERICAN FNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $27K | 0.8% | |
| MFS Financial MFS Mid Cap Growth Fund | Mutual Funds | — | — | $15K | 0.4% | |
| GREAT GRAY TRUST AMERICAN FNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $10K | 0.3% | |
| BlackRock 40/60 Target Allocation Fund | Other securities | — | — | $9K | 0.2% | |
| GREAT GRAY TRUST AMERICAN FNDS 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $6K | 0.2% | |
| JPMorgan Government Bond Fund | U.S. Treasuries | — | — | $1K | <0.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | 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.
