Rachel Sverdlove signed West Creek Financial, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
West Creek Financial, Inc.'s EIN is 47-1176879.
Download the official 2024 Form 5500 (PDF) for West Creek Financial, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)West Creek Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $6K | — |
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 Target Retirement 2050 Fund Vanguard 0 | Mutual Funds | — | — | $2.4M | 18.8% | |
| Vanguard Investment Company 500 Index Fund | Common Collective Trusts | — | — | $1.8M | 14.5% | |
| Vanguard Investment Company Target Retirement 2055 Fund | Mutual Funds | — | — | $1.7M | 13.3% | |
| Vanguard Investment Company Target Retirement 2060 Fund | Mutual Funds | — | — | $1.6M | 12.5% | |
| Vanguard Investment Company Target Retirement 2040 Fund | Mutual Funds | — | — | $668K | 5.3% | |
| Vanguard Investment Company Target Retirement 2035 Fund | Mutual Funds | — | — | $582K | 4.6% | |
| Vanguard Investment Company Target Retirement 2045 Fund | Mutual Funds | — | — | $580K | 4.6% | |
| Vanguard Investment Company Information Tech Index Fund | Common Collective Trusts | — | — | $486K | 3.9% | |
| Vanguard Investment Company Energy Index Fund | Common Collective Trusts | — | — | $437K | 3.5% | |
| T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $408K | 3.2% | |
| Vanguard Investment Company Mid Cap Index Fund | Common Collective Trusts | — | — | $247K | 2.0% | |
| Vanguard Investment Company Small Cap Index Fund | Common Collective Trusts | — | — | $190K | 1.5% | |
| Vanguard Investment Company Target Retirement 2065 Fund | Mutual Funds | — | — | $171K | 1.4% | |
| maturing through February 2054 | Other securities | — | — | $158K | 1.3% | |
| Vanguard Investment Company Equity Income Fund | Mutual Funds | — | — | $153K | 1.2% | |
| Vanguard Investment Company Explorer Fund | Mutual Funds | — | — | $117K | 0.9% | |
| Vanguard Investment Company Target Retirement 2030 Fund | Mutual Funds | — | — | $111K | 0.9% | |
| Dodge & Cox Global Stock X Fund | Mutual Funds | — | — | $103K | 0.8% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $102K | 0.8% | |
| PIMCO Income Fund | Mutual Funds | — | — | $95K | 0.8% | |
| American Funds Small Cap World Fund | Mutual Funds | — | — | $75K | 0.6% | |
| Vanguard Investment Company Health Care Index Fund | Common Collective Trusts | — | — | $72K | 0.6% | |
| American Funds New World Fund | Mutual Funds | — | — | $63K | 0.5% | |
| Vanguard Investment Company Real Estate Index Fund | Common Collective Trusts | — | — | $58K | 0.5% | |
| Vanguard Investment Company Consumer Discretionary Index Fund | Common Collective Trusts | — | — | $49K | 0.4% | |
| Vanguard Investment Company Financials Index Fund | Common Collective Trusts | — | — | $45K | 0.4% | |
| Dodge & Cox Global Bond X Dodge & Cox 0 | Mutual Funds | — | — | $31K | 0.2% | |
| Common Collective Trust Fund MetLife Stable Value Fund | Stable Value | — | — | $30K | 0.2% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $30K | 0.2% | |
| Money Market Fund * Vanguard Federal Money Market | Mutual Funds | — | — | $23K | 0.2% | |
| Vanguard Investment Company Target Retirement 2070 Fund | Mutual Funds | — | — | $13K | 0.1% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $13K | 0.1% | |
| DoubleLine Total Return Bond Fund | Other securities | — | — | $5K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| Vanguard Investment Company Target Retirement 2025 Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
