David Moench signed Wolfe Clinic, P.C.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wolfe Clinic, P.C.'s EIN is 42-0954581.
Download the official 2023 Form 5500 (PDF) for Wolfe Clinic, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Wolfe Clinic, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $135K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| STABLE VALUE CL R1 WILMINGTON TRUST. N.A. · EIN 85-4031707 / PN 653 | Common Collective Trust | — | $9.7M | $9.7M | 11.1% | |
| American Century Growth Fund R6 | Other securities | — | $9.4M | $9.4M | 10.8% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | $8.5M | $8.5M | 9.8% | |
| Vanguard Equity-Income Admiral | Mutual Funds | — | $6.7M | $6.7M | 7.7% | |
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $5.9M | 6.8% | |
| JP Morgan Mid Cap Value L | Other securities | — | $4.7M | $4.7M | 5.4% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | $4.2M | $4.2M | 4.8% | |
| SMALL CAP VALUE FUND II CL R1 WILMINGTON TRUST. N.A. · EIN 38-4126250 / PN 554 | Common Collective Trust | — | $4.1M | $4.1M | 4.7% | |
| American Century Small Cap Growth Inv | Other securities | — | $3.7M | $3.7M | 4.3% | |
| Tweedy Browne International Value Fund | Other securities | — | $3.6M | $3.6M | 4.1% | |
| Vanguard Extended Market Index Admiral | Mutual Funds | — | $3.1M | $3.1M | 3.5% | |
| DWS RREEF Real Estate Securities Fund - Class Institutional | Other securities | — | $3.0M | $3.0M | 3.4% | |
| Western Asset Core Plus Bond I | Other securities | — | $2.8M | $2.8M | 3.2% | |
| Franklin Convertible Securities Fund Advisor Class | Mutual Funds | — | $2.6M | $2.6M | 2.9% | |
| Mass Mutual Mid Cap Growth R5 | Other securities | — | $2.5M | $2.5M | 2.9% | |
| Vanguard International Growth Admiral | Mutual Funds | — | $2.2M | $2.2M | 2.5% | |
| T. Rowe Price International Discovery | Other securities | — | $2.1M | $2.1M | 2.5% | |
| PIMCO High Yield Institutional | Mutual Funds | — | $2.1M | $2.1M | 2.4% | |
| Dodge & Cox Global Bond Fund Class I | Mutual Funds | — | $1.7M | $1.7M | 2.0% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | $1.5M | $1.5M | 1.8% | |
| Notes Receivable from Participants | Other securities | — | — | $436K | 0.5% | |
| Artisian International Fund Institutional Class | Other securities | — | $1 | $1 | <0.1% | |
| Templeton Global Bond R6 | Mutual Funds | — | $1 | $1 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
