ANN Maynard signed Wallace Supply, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wallace Supply, LLC's EIN is 45-2967608.
Download the official 2024 Form 5500 (PDF) for Wallace Supply, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wallace Supply, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.7M | 16.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.6M | 15.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.2M | 11.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.0M | 9.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $737K | 7.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $584K | 5.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $566K | 5.5% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $550K | 5.4% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $383K | 3.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $379K | 3.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $247K | 2.4% | |
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $232K | 2.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $208K | 2.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $171K | 1.7% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $153K | 1.5% | |
| FID DIVERS INTERNATIONAL K6 | Registered Investment Companies | — | — | $127K | 1.2% | |
| DFA REAL ESTATE SEC PORT INST 432 REGISTERED INVESTMENT COMPANY VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $115K | 1.1% | |
| COLUMBIA MID CAP INDEX I2 | Registered Investment Companies | — | — | $75K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $70K | 0.7% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $70K | 0.7% | |
| JPMORGAN CORE PLUS BOND I | Registered Investment Companies | — | — | $12K | 0.1% | |
| MFS NEW DISCOVERY VALUE R6 | Registered Investment Companies | — | — | $10K | <0.1% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $10K | <0.1% | |
| LORD ABBETT SH DUR INC I | Registered Investment Companies | — | — | $7K | <0.1% | |
| TRP GLOBAL MULTI SECT BD I | Registered Investment Companies | — | — | $6K | <0.1% | |
| VICTORY GOV SECURITIES INST | Registered Investment Companies | — | — | $3K | <0.1% | |
| BLACKROCK INFL PROTECT BOND K | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $45K |
| — |
