Daphne Pallozzi signed Weachieve Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weachieve Inc.'s EIN is 52-0623695.
Download the official 2024 Form 5500 (PDF) for Weachieve Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weachieve Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $554 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Investment Contracts with Insurance Companies * Mass Mutual Guaranteed Investment Contract with Insurance Company -0- | Stable Value | — | — | $2.1M | 37.8% | |
| AMERICAN FUNDS GROWTH FUND OF AMER AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $692K | 12.2% | |
| AMERICAN CENTURY ONE CHOICE 2025 A AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $684K | 12.1% | |
| MFS Equity Income R6 | Mutual Funds | — | — | $638K | 11.3% | |
| AMERICAN CENTURY ONE CHOICE IN RET AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $451K | 8.0% | |
| MM SANDP 500 INDEX R4 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $301K | 5.3% | |
| NORTHERN BOND INDEX NORTHERN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $158K | 2.8% | |
| NORTHERN SMALL CAP INDEX NORTHERN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $133K | 2.4% | |
| NORTHERN MID CAP INDEX NORTHERN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $126K | 2.2% | |
| NORTHERN INTERNATIONAL EQUITY INDEX NORTHERN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $117K | 2.1% | |
| Mass Mutual US Government Money Market R5 | Cash / Money Market | — | — | $106K | 1.9% | |
| MASSMUTUAL US GOVT MNY MKT R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $106K | 1.9% | |
| AMERICAN CENTURY ONE CHOICE 2035 A AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $51K | 0.9% | |
| AMERICAN CENTURY ONE CHOICE 2045 A AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $33K | 0.6% | |
| AMERICAN CENTURY ONE CHOICE 2040 A AMERICAN CENTURY INVESTMENTS · EIN 26-2419790 / PN 000 | Pooled Separate Account | — | — | $16K | 0.3% | |
| AMERICAN CENTURY ONE CHOICE 2050 A AMERICAN CENTURY INVESTMENTS · EIN 26-2419835 / PN 000 | Pooled Separate Account | — | — | $6K | 0.1% | |
| AMERICAN CENTURY ONE CHOICE 2030 A AMERICAN CENTURY INVESTMENTS · EIN 26-2419745 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
