Elizabeth Norton signed WEAL Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WEAL Management LLC's EIN is 46-3564105.
Download the official 2024 Form 5500 (PDF) for WEAL Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WEAL Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2055 TARGET DATE-R2 Registered Investment Company | Mutual Funds | — | — | $668K | 32.0% | |
| AMERICAN FUNDS 2050 TARGET DATE-R2 Registered Investment Company | Mutual Funds | — | — | $379K | 18.1% | |
| AMERICAN FUNDS 2060 TARGET DATE-R2 Registered Investment Company | Mutual Funds | — | — | $374K | 17.9% | |
| AMERICAN FUNDS 2045 TARGET DATE-R2 Registered Investment Company | Mutual Funds | — | — | $216K | 10.3% | |
| Registered Investment Companies * THE INVESTMENT COMPANY OF AMERICA-R2 Registered Investment Company ** $ 137 * THE GROWTH FUND OF AMERICA-R2 Registered Investment Company | Common Stocks | — | — | $151K | 7.3% | |
| AMERICAN FUNDS 2040 TARGET DATE-R2 Registered Investment Company | Mutual Funds | — | — | $108K | 5.2% | |
| AMERICAN FUNDS 2065 TARGET DATE-R2 Registered Investment Company | Mutual Funds | — | — | $81K | 3.9% | |
| Participant Loans Interest Rate at (8.75%) | Bonds / Notes | — | — | $61K | 2.9% | |
| AMERICAN FUNDS 2035 TARGET DATE-R2 Registered Investment Company | Mutual Funds | — | — | $24K | 1.2% | |
| NEW WORLD FUND-R2 Registered Investment Company ** 142 * AMERICAN FUNDS 2030 TARGET DATE-R2 Registered Investment Company | Mutual Funds | — | — | $14K | 0.7% | |
| NEW PERSPECTIVE FUND-R2 Registered Investment Company | Common Stocks | — | — | $9K | 0.4% | |
| CAPITAL WORLD GROWTH AND INCOME-R2 Registered Investment Company ** 208 * MONEY MARKET FUND-R2 Registered Investment Company | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
