Jolee FAY signed WICK, Phillips, Gould & Martin, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WICK, Phillips, Gould & Martin, LLP's EIN is 45-4183914.
Download the official 2024 Form 5500 (PDF) for WICK, Phillips, Gould & Martin, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WICK, Phillips, Gould & Martin, LLP'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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement Blend 2035 I | Other securities | — | — | $9.0M | 31.3% | |
| T. Rowe Price Retirement Blend 2045 I | Other securities | — | — | $4.5M | 15.4% | |
| T. Rowe Price Retirement Blend 2040 I | Other securities | — | — | $4.0M | 14.0% | |
| T. Rowe Price Retirement Blend 2050 I | Other securities | — | — | $2.3M | 7.9% | |
| T. Rowe Price Retirement Blend 2055 I | Other securities | — | — | $2.2M | 7.7% | |
| T. Rowe Price Retirement Blend 2030 I | Other securities | — | — | $1.8M | 6.3% | |
| T. Rowe Price Retirement Blend 2060 I | Other securities | — | — | $861K | 3.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $790K | 2.7% | |
| T. Rowe Price Retirement Blend 2025 I | Other securities | — | — | $583K | 2.0% | |
| Fidelity Blue Chip GRH K6 | Mutual Funds | — | — | $444K | 1.5% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $339K | 1.2% | |
| Vanguard Equity Income ADM | Mutual Funds | — | — | $265K | 0.9% | |
| T. Rowe Price Retirement Blend 2015 I | Other securities | — | — | $182K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $144K | 0.5% | |
| T. Rowe Price Retirement Blend 2020 I | Other securities | — | — | $98K | 0.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $96K | 0.3% | |
| Registered Investment Companies - Mutual Funds American New World R6 | Other securities | — | — | $80K | 0.3% | |
| INTERNATIONAL STOCK FUND GREAT GRAY TRUST COMPANY, LLC · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $69K | 0.2% | |
| Goldman Sachs Sm Cap Val Ins R6 | Other securities | — | — | $62K | 0.2% | |
| T. Rowe Price Retirement Blend 2065 I | Other securities | — | — | $45K | 0.2% | |
| DFA Real Estate Securities 1 | Mutual Funds | — | — | $36K | 0.1% | |
| CORE BOND FUND GREAT GRAY TRUST COMPANY, LLC · EIN 82-1986152 / PN 525 | Common Collective Trust | — | — | $19K | <0.1% | |
| JPMorgan Government Bond R6 | U.S. Treasuries | — | — | $17K | <0.1% | |
| Vanguard Sycamore Est Value R6 | Mutual Funds | — | — | $4K | <0.1% | |
| T. Rowe Price Government Money 1 | 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.
