Wilber & Associates PC's EIN is 42-1628021.
Download the official 2024 Form 5500 (PDF) for Wilber & Associates PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wilber & Associates PC'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS, LLC | 11-3665754 | — | TPA | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | BOSTON, MA | ADVISOR | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $11.8M | 99.6% | |
| RELIANCE TRUST SVF METLIFE GAC 2505 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $94K | 0.8% |
