Christopher Cherry signed Wesley Housing Development Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wesley Housing Development Corporation's EIN is 51-0155779.
Download the official 2024 Form 5500 (PDF) for Wesley Housing Development Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wesley Housing Development Corporation's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $18K | — |
| TRITON SERVICES CORPORATION | 11-3187413 | FAIRFAX, VA | RECORDKEEPER | $3K | — |
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Putnam Large Cap Growth Y | Mutual Funds | — | — | $984K | 17.6% | |
| Nuveen Lifecycle Index 2045 (R6) | Mutual Funds | — | — | $671K | 12.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $453K | 8.1% | |
| Nuveen Lifecycle Index 2030 (R6) | Mutual Funds | — | — | $437K | 7.8% | |
| Vanguard Short-Term Federal Fund (Adm) 64 Vanguard Small Cap Index Admiral Shares | Mutual Funds | — | — | $367K | 6.6% | |
| Nuveen Lifecycle Index 2040 (R6) | Mutual Funds | — | — | $320K | 5.7% | |
| Artisian Artisan International Value Fund (I) | Other securities | — | — | $320K | 5.7% | |
| Nuveen Lifecycle Index 2035 (R6) | Mutual Funds | — | — | $306K | 5.5% | |
| Nuveen Lifecycle Index 2050 (R6) | Mutual Funds | — | — | $233K | 4.2% | |
| State street State Street Balanced Index Fund - Class K | Common Collective Trusts | — | — | $226K | 4.0% | |
| American Funds American Funds American Mutual Fund (R6) | Mutual Funds | — | — | $172K | 3.1% | |
| Nuveen Lifecycle Index 2055 (R6) | Mutual Funds | — | — | $169K | 3.0% | |
| Nuveen Lifecycle Index 2060 (R6) | Mutual Funds | — | — | $167K | 3.0% | |
| Vanguard Wellesley Income Fund (Adm) | Mutual Funds | — | — | $156K | 2.8% | |
| Nuveen Lifecycle Index 2025 (R6) | Mutual Funds | — | — | $142K | 2.5% | |
| Participant loans Maturing at various dates, bearing interest at rates from 5.00% to 9.50% -0- | Bonds / Notes | — | — | $115K | 2.1% | |
| Vistory Victory Sycamore Established Value Fund (I) | Other securities | — | — | $111K | 2.0% | |
| Black Rock BlackRock 80/20 Target Allocation Fund (I) | Other securities | — | — | $36K | 0.6% | |
| Vanguard Total Intl. Stock Index Fund (Adm) 129 Vanguard Total Stock Market Index Fund (Adm) | Common Collective Trusts | — | — | $31K | 0.6% | |
| Vanguard GNMA Fund (Adm) | Agency / Mortgage-Backed | — | — | $30K | 0.5% | |
| Federated Hermes Federated Hermes Inst High Yield Bd Fund (IS) | Other securities | — | — | $22K | 0.4% | |
| Nuveen Lifecycle Index 2065 (R6) | Mutual Funds | — | — | $21K | 0.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $19K | 0.3% | |
| Vanguard Target Retirement 2050 Fund 910 Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $19K | 0.3% | |
| Vanguard 500 Index Fund (Adm) | Common Collective Trusts | — | — | $14K | 0.3% | |
| Vanguard Target Retirement 2030 Fund 940 Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $13K | 0.2% | |
| PIMCO Intl Bond Fund (USD-Hedged) (I) | Mutual Funds | — | — | $13K | 0.2% | |
| Nationwide Geneva Small Cap Growth Fund (IS) | Other securities | — | — | $8K | 0.1% | |
| Goldman Sachs Goldman Sachs GQG Partners Int'l Opportunities Fund R6 | Other securities | — | — | $6K | 0.1% | |
| Nuveen Lifecycle Index 2010 (R6) 790 Nuveen Lifecycle Index 2015 (R6) 75 Nuveen Lifecycle Index 2020 (R6) | Mutual Funds | — | — | $4K | <0.1% | |
| Black Rock BlackRock Strategic Income Opps. Fund (I) | Other securities | — | — | $2K | <0.1% | |
| NW QUALIFIED PLANS VARIABLE ACCOUNT NATIONWIDE LIFE INSURANCE CO. · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON FIDUCIARY | — | — | INVESTMENT MANAGEMENT | $4K | — |
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | INVESTMENT MANAGEMENT | $0 | — |
