Karen Cusimano signed Wholesale Supplies Plus, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wholesale Supplies Plus, LLC's EIN is 43-1903627.
Download the official 2024 Form 5500 (PDF) for Wholesale Supplies Plus, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wholesale Supplies Plus, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | — | NONE | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | NONE | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 I T.Row Price 0 | Other securities | — | — | $503K | 13.2% | |
| Lord Abbett Short Duration Income R6 Lord Abbett 0 154 Victory Pioneer Fundamental Growth R6 Victory 0 | Mutual Funds | — | — | $452K | 11.8% | |
| T. Rowe Price Retirement 2030 I T.Row Price 0 | Other securities | — | — | $428K | 11.2% | |
| T. Rowe Price Retirement 2035 I T.Row Price 0 | Other securities | — | — | $416K | 10.9% | |
| iShares Russell Mid-Cap Index K iShares 0 | Other securities | — | — | $254K | 6.7% | |
| T. Rowe Price Retirement 2055 I T.Row Price 0 | Other securities | — | — | $242K | 6.3% | |
| T. Rowe Price Retirement 2020 I T.Row Price 0 | Other securities | — | — | $237K | 6.2% | |
| T. Rowe Price Retirement 2025 I T.Row Price 0 | Other securities | — | — | $228K | 6.0% | |
| iShares Russell 1000 LgCap Ind K iShares 0 | Common Collective Trusts | — | — | $181K | 4.7% | |
| Standard Stable Asset Fund 2 Standard 0 | Other securities | — | — | $177K | 4.6% | |
| T. Rowe Price Retirement 2050 I T.Row Price 0 | Other securities | — | — | $173K | 4.5% | |
| T. Rowe Price Retirement 2045 I T.Row Price 0 | Other securities | — | — | $132K | 3.5% | |
| American Funds New World R6 American Funds 0 | Mutual Funds | — | — | $86K | 2.2% | |
| Baird Core Plus Bond Inst Baird 0 | Other securities | — | — | $81K | 2.1% | |
| AB Relative Value Fund Z Alliance Bernstein 0 232 Janus Henderson Triton N Janus Henderson 0 | Mutual Funds | — | — | $59K | 1.6% | |
| T. Rowe Price Retirement 2060 I T.Row Price 0 | Other securities | — | — | $57K | 1.5% | |
| American Funds New Perspective R6 American Funds 0 | Mutual Funds | — | — | $43K | 1.1% | |
| American Beacon Small Cap Value R6 American Beacon 0 | Other securities | — | — | $30K | 0.8% | |
| Contribution Account Ascensus Trust Company 0 | Common Stocks | — | — | $20K | 0.5% | |
| T. Rowe Price Retirement 2010 I T.Row Price 0 166 Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $12K | 0.3% | |
| American Eupac R6 American Eupac 0 | Other securities | — | — | $2K | <0.1% | |
| (CL)Victory Sycamore Established Val R6 Victory 0 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
