Brody BOHN signed WBF Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WBF Management, LLC's EIN is 46-4219499.
Download the official 2024 Form 5500 (PDF) for WBF Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WBF Management, 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.
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD SM CP GR IDX -ADMIRAL 1 REGISTERED INVESTMENT COMPANY VANGUARD EMG MKTS STK IDX ADM 8 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $66K | 37.9% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $18K | 10.3% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $14K | 8.2% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $13K | 7.5% | |
| FID FREEDOM INDEX 2010 PREMIER 635 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $13K | 7.3% | |
| VANGUARD BAL IDX - ADM 26 REGISTERED INVESTMENT COMPANY ISHARES MSCI EAFE INTL INDEX K 1 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $12K | 6.8% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $12K | 6.8% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $11K | 6.5% | |
| ISHARES RUSSELL 1000 LRG CAP K 1 REGISTERED INVESTMENT COMPANY VANGUARD VALUE INDEX FUND ADMR 1 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $4K | 2.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $4K | 2.2% | |
| ISHARES MSCI TOTAL INTL IDX K 1 REGISTERED INVESTMENT COMPANY VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $4K | 2.1% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $1K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
