AMIE Smith signed World WIDE Technology, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
World WIDE Technology, LLC's EIN is 43-1912895.
Download the official 2024 Form 5500 (PDF) for World WIDE Technology, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)World WIDE Technology, LLC'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $980K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND J BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 35-2439538 / PN 001 | Common Collective Trust | — | — | $259.3M | 22.9% | |
| MFS International Growth R6 (1) | Mutual Funds | — | — | $141.3M | 12.5% | |
| BLACKROCK US DEBT INDEX FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $106.5M | 9.4% | |
| VANGUARD MID CAP INDEX FD MUTUAL FUNDS | Mutual Funds | — | $84.0M | $99.7M | 8.8% | |
| Merrill Lynch* Self-Directed Brokerage Accounts (1) | Self-Directed Brokerage | — | — | $85.8M | 7.6% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $77.3M | $77.3M | 6.8% | |
| BLACKROCK RUSSELL 2000 FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4352603 / PN 001 | Common Collective Trust | — | — | $59.8M | 5.3% | |
| Fidelity Advisor Equity Grth Z (1) | Mutual Funds | — | — | $50.4M | 4.4% | |
| BLACKROCK MSCI ACWI EX CLASS M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4431087 / PN 001 | Common Collective Trust | — | — | $29.1M | 2.6% | |
| Neuberger Berman Large Cp R6 (1) | Other securities | — | — | $26.5M | 2.3% | |
| Principal Funds Principal Midcap Fund Cl R6 (1) | Other securities | — | — | $26.3M | 2.3% | |
| Cohen & Steers Cohen & Steers Real Est CL Z (1) | Other securities | — | — | $25.4M | 2.2% | |
| American Century Investments American Century Mid Cap Val (1) | Other securities | — | — | $24.0M | 2.1% | |
| GOLDMAN SACHS STABLE VALUE CIT INST GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $22.9M | 2.0% | |
| American Century Investments American Century Inflation Adj. R6 (1) | Other securities | — | — | $21.1M | 1.9% | |
| Pimco Commodities Plus Instl (1) | Mutual Funds | — | — | $20.3M | 1.8% | |
| Columbia Small Cap Grth INSIT 3 (1) | Other securities | — | — | $20.2M | 1.8% | |
| American High Income American High Income (1) | Other securities | — | — | $18.5M | 1.6% | |
| First Eagle First Eagle Global Fd Cl R6 (1) | Other securities | — | — | $18.1M | 1.6% | |
| Loans to participants* Varying maturity dates with interest rates ranging from 4.25% to 9.5% | Bonds / Notes | — | — | $14.2M | 1.3% | |
| John Hancock John Hancock Bond FD R6 (1) | Other securities | — | — | $13.2M | 1.2% | |
| Franklin Small Cap Value Fd R6 (1) | Mutual Funds | — | — | $11.3M | 1.0% | |
| Seafarer Overseas Growth (1) | Other securities | — | — | $9.3M | 0.8% | |
| Bank of America, N.A.* Retirement Bank Account (1) | Other securities | — | — | $7.9M | 0.7% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $7.7M | $7.7M | 0.7% | |
| RETIREMENT BANK ACCOUNT CERT OF DEPOSIT / BANK DEPOSIT | Other securities | — | $7.6M | $7.6M | 0.7% | |
| Janus Henderson Janus Henderson Global Equity N (1) | Mutual Funds | — | — | $7.3M | 0.6% | |
| Nuveen Strategic Income Fd R6 (1) | Mutual Funds | — | — | $5.4M | 0.5% | |
| Brandywine Global Brandywine Global Glbl Bond (1) | Other securities | — | — | $2.6M | 0.2% | |
| Invesco Eqv Intrnl Sml Fd R6 (1) | Mutual Funds | — | — | $2.5M | 0.2% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $861K | $861K | <0.1% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $289K | $289K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $15K | $15K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $3K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
