Wachusett Ventures' EIN is 46-2458587.
Download the official 2024 Form 5500 (PDF) for Wachusett Ventures from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wachusett Ventures' 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS | 02-0488491 | — | INVESTMENT ADVISORY | $68 | — |
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ROSE FINANCIAL GROUP | 35-2130755 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.5M | 100.0% |
| — |
| OTHER SERVICES |
| $0 |
| — |
