Maoli Lupenui signed Wiser Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wiser Solutions, Inc.'s EIN is 46-1195664.
Download the official 2024 Form 5500 (PDF) for Wiser Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wiser Solutions, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2050 Fund Class K Shares N/R | Other securities | — | — | $1.8M | 13.6% | |
| BlackRock LifePath Index 2055 Fund Class K Shares N/R | Other securities | — | — | $1.3M | 10.4% | |
| Fidelity Large Cap Growth Index N/R | Mutual Funds | — | — | $1.2M | 9.4% | |
| BlackRock LifePath Index 2035 Fund Class K Shares N/R | Other securities | — | — | $1.2M | 9.0% | |
| BlackRock LifePath Index 2060 Fund Class K Shares N/R | Other securities | — | — | $1.1M | 8.8% | |
| BlackRock LifePath Index 2040 Fund Class K Shares N/R | Other securities | — | — | $848K | 6.6% | |
| BlackRock LifePath Index 2045 Fund Class K Shares N/R | Other securities | — | — | $804K | 6.2% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $502K | 3.9% | |
| Self-Directed Brokerage Accounts * Fidelity Brokerage Link - Cash - Interest Bearing N/R | Self-Directed Brokerage | — | — | $273K | 2.1% | |
| Fidelity Brokerage Link - Common Stock N/R | Self-Directed Brokerage | — | — | $245K | 1.9% | |
| Fidelity Large Cap Value Index Fund N/R | Common Collective Trusts | — | — | $222K | 1.7% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $201K | 1.6% | |
| FISHER ALL WRLD EQ 3 SEI TRUST COMPANY · EIN 47-1327741 / PN 004 | Common Collective Trust | — | — | $179K | 1.4% | |
| BlackRock LifePath Index Retire Fund Class K Shares N/R | Other securities | — | — | $178K | 1.4% | |
| BlackRock LifePath Index 2030 Fund Class K Shares N/R | Other securities | — | — | $155K | 1.2% | |
| JP Morgan JPMorgan Mid Cap Value Fund Class R6 N/R | Other securities | — | — | $122K | 0.9% | |
| American Funds American Funds American Balanced Fund Class R-6 N/R | Mutual Funds | — | — | $117K | 0.9% | |
| Fidelity U.S. Bond Index Fund N/R | Common Collective Trusts | — | — | $97K | 0.7% | |
| Fidelity Total International Index Fund N/R | Common Collective Trusts | — | — | $91K | 0.7% | |
| Fidelity Brokerage Link - Mutual Funds N/R | Self-Directed Brokerage | — | — | $80K | 0.6% | |
| BlackRock LifePath Index 2065 Fund Class K Shares N/R | Other securities | — | — | $78K | 0.6% | |
| Fidelity Emerging Markets Index Fund N/R | Common Collective Trusts | — | — | $49K | 0.4% | |
| Fidelity Brokerage Link - Unit Investment Trusts N/R | Self-Directed Brokerage | — | — | $48K | 0.4% | |
| FISHER US FXD INC 3 SEI TRUST COMPANY · EIN 47-1333674 / PN 005 | Common Collective Trust | — | — | $12K | <0.1% | |
| Baird Core Plus Bond Fund Class Institutional N/R | Other securities | — | — | $11K | <0.1% | |
| Fidelity International Bond Index Fund N/R | Common Collective Trusts | — | — | $10K | <0.1% | |
| Gabelli U.S. Treasury Money Market Fund Class I N/R | Cash / Money Market | — | — | $8K | <0.1% | |
| Fidelity Inflation Protected Bond Index Fund N/R | Common Collective Trusts | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
