Cimarron Drewicke signed W. W. Wallwork, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
W. W. Wallwork, Inc.'s EIN is 45-0394131.
Download the official 2024 Form 5500 (PDF) for W. W. Wallwork, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)W. W. Wallwork, Inc.'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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $83K | — |
| ALERUS INVESTMENT ADVISORS, INC. | 42-1378382 | — | NONE | $19K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Equity Growth Z | Mutual Funds | — | — | $6.0M | 11.8% | |
| Vanguard Equity Income - Admiral | Mutual Funds | — | — | $5.4M | 10.5% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $3.6M | 7.1% | |
| American Funds Target Retirement 2055 | Mutual Funds | — | — | $3.4M | 6.7% | |
| MFS International Growth R6 | Mutual Funds | — | — | $3.2M | 6.2% | |
| Alerus Money Market | Cash / Money Market | — | — | $3.2M | 6.2% | |
| Vanguard Total Bond Index Admiral | Mutual Funds | — | — | $2.8M | 5.5% | |
| Vanguard Explorer Admiral Shares | Mutual Funds | — | — | $2.4M | 4.7% | |
| Janus Henderson Enterprise | Mutual Funds | — | — | $2.4M | 4.7% | |
| Dimensional DFA US Targeted Value I | Mutual Funds | — | — | $2.4M | 4.6% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $2.3M | 4.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.1M | 4.1% | |
| American Funds Target Retirement 2035 | Mutual Funds | — | — | $1.7M | 3.3% | |
| American Funds High Income Trust | Mutual Funds | — | — | $1.6M | 3.1% | |
| American Funds Target Retirement 2045 | Mutual Funds | — | — | $1.6M | 3.0% | |
| Cohen & Steers Realty Shares Instl | Other securities | — | — | $1.3M | 2.6% | |
| American Funds New World R6 | Mutual Funds | — | — | $1.2M | 2.4% | |
| Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $918K | 1.8% | |
| American Funds Target Retirement 2060 | Mutual Funds | — | — | $859K | 1.7% | |
| American Balanced American Balanced R6 | Other securities | — | — | $545K | 1.1% | |
| American Funds Target Retirement 2025 | Mutual Funds | — | — | $442K | 0.9% | |
| American Funds Target Retirement 2050 | Mutual Funds | — | — | $372K | 0.7% | |
| American Funds Target Retirement 2030 | Mutual Funds | — | — | $253K | 0.5% | |
| American Funds Target Retirement 2015 | Mutual Funds | — | — | $240K | 0.5% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $234K | 0.5% | |
| American Funds Target Retirement 2040 | Mutual Funds | — | — | $229K | 0.4% | |
| American Funds Target Retirement 2065 | Mutual Funds | — | — | $188K | 0.4% | |
| Vanguard Index Trust Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $96K | 0.2% | |
| American Funds Target Retirement 2010 | Mutual Funds | — | — | $71K | 0.1% | |
| Life Insurance Policy; 1 General American Contract | Other securities | — | — | $53K | 0.1% | |
| Vanguard Small Cap Index Admiral Fund #548 | Mutual Funds | — | — | $29K | <0.1% | |
| American Funds Target Retirement 2070 | Mutual Funds | — | — | $372 | <0.1% | |
| Federated Instl High Yield Bond | Other securities | — | — | $8 | <0.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 022 | Common Collective Trust | — | — | $2 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
