Whitfield & EDDY P.L.C.'s EIN is 42-0643980.
Download the official 2024 Form 5500 (PDF) for Whitfield & EDDY P.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whitfield & EDDY P.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT | 82-1364595 | OVERLAND PARK, KS | NONE | $35K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PENSION ADMINISTRATORS LLC |
| 20-4043839 |
| OMAHA, NE |
| NONE |
| $525 |
| — |
| PENSION ADMINISTRATORS LLC | 20-4043839 | OMAHA, NE | NONE | — | — |
| TD AMERITRADE, INC. | 82-0543156 | — | NONE | — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $7.0M | 21.5% | |
| Vanguard Institutional Target Retirement 2035 | Mutual Funds | — | — | $3.4M | 10.5% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $3.3M | 10.2% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $2.7M | 8.2% | |
| Vanguard Institutional Target Retirement 2025 | Mutual Funds | — | — | $1.9M | 5.8% | |
| Vanguard Institutional Target Retirement 2030 | Mutual Funds | — | — | $1.7M | 5.3% | |
| Vanguard Institutional Target Retirement 2020 | Mutual Funds | — | — | $1.3M | 3.9% | |
| Vanguard Institutional Target Retirement 2045 | Mutual Funds | — | — | $1.2M | 3.7% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $1.1M | 3.4% | |
| MORLEY STABLE VALUE FUNDS FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $1.0M | 3.2% | |
| Vanguard Institutional Target Retirement 2040 | Mutual Funds | — | — | $853K | 2.6% | |
| Vanguard Institutional Target Retirement 2055 | Mutual Funds | — | — | $795K | 2.4% | |
| Vanguard Mid-Cap Index Adm | Mutual Funds | — | — | $786K | 2.4% | |
| Vanguard Intermediate-Term Bond Index Adm | Mutual Funds | — | — | $710K | 2.2% | |
| Vanguard Institutional Target Retirement 2050 | Mutual Funds | — | — | $685K | 2.1% | |
| Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $364K | 1.1% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $305K | 0.9% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $305K | 0.9% | |
| Vanguard Emerging Markets Stock Index Adm | Mutual Funds | — | — | $219K | 0.7% | |
| Fidelity Advisor Intl Growth Fund Class Z | Mutual Funds | — | — | $216K | 0.7% | |
| Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $186K | 0.6% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $184K | 0.6% | |
| Franklin Templeton Investments Small Cap Growth Fund Class R6 | Mutual Funds | — | — | $142K | 0.4% | |
| Participant Loans 4.75% to 8.50% | Bonds / Notes | — | — | $133K | 0.4% | |
| Vanguard Institutional Target Retirement 2070 614 Vanguard Institutional Target Retirement Income | Mutual Funds | — | — | $94K | 0.3% | |
| Vanguard Institutional Target Retirement 2065 | Mutual Funds | — | — | $57K | 0.2% | |
| Vanguard Institutional Target Retirement 2060 | Mutual Funds | — | — | $51K | 0.2% | |
| Tributary Funds Income Instl Plus | Other securities | — | — | $34K | 0.1% | |
| Tributary Funds Small Company Instl Plus | Common Stocks | — | — | $25K | <0.1% |
