Bill SEHR signed Weissman Designs for Dance's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weissman Designs for Dance's EIN is 43-0764447.
Download the official 2024 Form 5500 (PDF) for Weissman Designs for Dance from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weissman Designs for Dance'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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP LLC | 20-1903821 | — | NONE | $4K | — |
| CHARLES SCHWAB TRUST BANK |
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 | |||||
|---|---|---|---|---|---|---|
| Wells Fargo Stable Value Fund | Stable Value | — | — | $2.5M | 10.8% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.5M | 10.8% | |
| SCHWAB INDEXED RET TRUST FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $2.4M | 10.3% | |
| SCHWAB INDEXED RET TRUST FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $2.2M | 9.4% | |
| SCHWAB INDEXED RET TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $2.0M | 8.4% | |
| SCHWAB INDEXED RET TRUST FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $1.9M | 8.4% | |
| Fidelity 500 Index FD | Common Collective Trusts | — | — | $1.7M | 7.1% | |
| SCHWAB INDEXED RET TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $1.4M | 6.2% | |
| SCHWAB INDEXED RET TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $1.2M | 5.0% | |
| American Funds Growth Fund of America R6 | Mutual Funds | — | — | $1.2M | 5.0% | |
| SCHWAB INDEXED RET TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $746K | 3.2% | |
| SCHWAB INDEXED RET TRUST FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $732K | 3.2% | |
| SCHWAB INDEXED RET TRUST FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $720K | 3.1% | |
| American Funds Washington Mutual R6 | Mutual Funds | — | — | $620K | 2.7% | |
| JP Morgan Mid Cap Value R6 | Other securities | — | — | $541K | 2.3% | |
| due at various dates through September 2048 | Other securities | — | — | $493K | 2.1% | |
| IR&M CORE BOND COLLECTIVE FUND GLOBAL TRUST COMPANY - IR&M · EIN 37-6567224 / PN 001 | Common Collective Trust | — | — | $475K | 2.1% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $461K | 2.0% | |
| TROWE Price QM US SM Cap GWTH Eqty I | Mutual Funds | — | — | $330K | 1.4% | |
| SCHWAB INDEXED RET TRUST FD 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $329K | 1.4% | |
| Fidelity Intl Index FD | Mutual Funds | — | — | $232K | 1.0% | |
| Fidelity Emerging Mkts Index | Mutual Funds | — | — | $221K | 1.0% | |
| American Beacon Small Cap Value Institutional | Mutual Funds | — | — | $205K | 0.9% | |
| Ivy Mid Cap Growth I | Other securities | — | — | $180K | 0.8% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $149K | 0.6% | |
| Ishares Developed Real Estate Index | Other securities | — | — | $142K | 0.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $109K | 0.5% | |
| Fidelity SMall Cap Index | Mutual Funds | — | — | $69K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $0 |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
