Cathy Metry signed WSOL, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WSOL, LLC's EIN is 47-0803449.
Download the official 2024 Form 5500 (PDF) for WSOL, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WSOL, 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $30K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| Fund K6 Mutual Funds * Fidelity Investments Fidelity Freedom 2030 K6 N/R | Mutual Funds | — | — | $2.0M | 15.7% | |
| Fidelity Investments Fidelity Freedom 2035 K6 N/R | Mutual Funds | — | — | $1.9M | 15.0% | |
| Fidelity Investments Fidelity Freedom 2040 K6 N/R | Mutual Funds | — | — | $1.3M | 10.6% | |
| Fidelity Investments Fidelity 500 Index N/R | Common Collective Trusts | — | — | $1.3M | 10.2% | |
| Fidelity Investments Fidelity Freedom 2045 K6 N/R | Mutual Funds | — | — | $1.2M | 9.7% | |
| Fidelity Investments Fidelity Freedom 2025 K6 N/R | Mutual Funds | — | — | $680K | 5.4% | |
| Fidelity Investments Fidelity Freedom 2055 K6 N/R | Mutual Funds | — | — | $431K | 3.4% | |
| Amundi US Pioneer Fundamental Growth Fund K N/R | Other securities | — | — | $420K | 3.3% | |
| Dimensional Fund Advisors Dimensional Fund Advisors International N/R | Mutual Funds | — | — | $347K | 2.8% | |
| Value Portfolio I Nationwide Financial Nationwide Geneva Small Cap Growth N/R | Other securities | — | — | $347K | 2.8% | |
| R6 American Funds American Funds Bond Fund America R6 N/R | Mutual Funds | — | — | $324K | 2.6% | |
| Fidelity Investments Fidelity Freedom 2050 K6 N/R | Mutual Funds | — | — | $296K | 2.4% | |
| Fidelity Investments Fidelity Freedom 2060 K6 N/R | Mutual Funds | — | — | $268K | 2.1% | |
| Undiscovered Managers Undiscovered Managers Behavioral N/R | Other securities | — | — | $248K | 2.0% | |
| Participant Loans * Participant Loans Interest rates: 5.25% - 10.50% $0 | Bonds / Notes | — | — | $243K | 1.9% | |
| Value R6 American Funds American Funds New Perspective Fund N/R | Mutual Funds | — | — | $217K | 1.7% | |
| Fidelity Investments Fidelity Freedom 2015 K6 N/R | Mutual Funds | — | — | $156K | 1.2% | |
| The Vanguard Group, Inc. Vanguard Value Index Fund; Admiral N/R | Common Collective Trusts | — | — | $149K | 1.2% | |
| Macquarie Mid Cap Growth R6 N/R | Other securities | — | — | $148K | 1.2% | |
| Fidelity Investments Fidelity Mid Cap Index N/R | Mutual Funds | — | — | $120K | 1.0% | |
| MFS Investment Management MFS Mid Cap Value N/R | Mutual Funds | — | — | $99K | 0.8% | |
| Fidelity Investments Fidelity International Index N/R | Mutual Funds | — | — | $82K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Index N/R | Mutual Funds | — | — | $76K | 0.6% | |
| JH STABLE VALUE R6 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $73K | 0.6% | |
| Fidelity Investments MES International Diversification K6 N/R | Mutual Funds | — | — | $70K | 0.6% | |
| Cohen & Steers Real Estate Securities Z N/R | Other securities | — | — | $59K | 0.5% | |
| Fidelity Investments Fidelity Freedom 2020 K6 N/R | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2065 K6 N/R | Mutual Funds | — | — | $7K | <0.1% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market N/R | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $5K |
| — |
