John Lancaster signed Weinstein Management Co. Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weinstein Management Co. Inc.'s EIN is 54-0696440.
Download the official 2024 Form 5500 (PDF) for Weinstein Management Co. Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weinstein Management Co. Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | N/A | $74K | — |
| NATIONAL FINANCIAL SERVICES, LLC | 04-3523567 | — | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPM Large Cap Growth R6 | Mutual Funds | — | — | $3.3M | 21.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.9M | 12.0% | |
| American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $1.6M | 10.3% | |
| American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $1.6M | 10.1% | |
| American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $1.2M | 7.6% | |
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $804K | 5.1% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $790K | 5.0% | |
| T. Rowe Price Value Fund | Other securities | — | — | $775K | 4.9% | |
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $648K | 4.1% | |
| Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $460K | 2.9% | |
| Money Market Funds * Fidelity Retirement Government Money Market Fund | Mutual Funds | — | — | $433K | 2.7% | |
| MFS International Growth | Mutual Funds | — | — | $421K | 2.7% | |
| T. Rowe Price New Horizons | Other securities | — | — | $320K | 2.0% | |
| Vanguard Equity-Income Admiral Fund | Mutual Funds | — | — | $293K | 1.8% | |
| MFS International Value R4 Fund | Mutual Funds | — | — | $256K | 1.6% | |
| maturing through December 2034 | Other securities | — | — | $203K | 1.3% | |
| MFS Mid Cap Value R4 Fund | Mutual Funds | — | — | $144K | 0.9% | |
| American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | — | $143K | 0.9% | |
| Vanguard Short-Term Investment-Grade Admiral Fund | Mutual Funds | — | — | $96K | 0.6% | |
| American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $93K | 0.6% | |
| PGIM High Yield Fund | Other securities | — | — | $79K | 0.5% | |
| American Century Small Cap Value Fund | Other securities | — | — | $78K | 0.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $68K | 0.4% | |
| PGIM Total Return Bond Z | Other securities | — | — | $32K | 0.2% | |
| Fidelity Government Cash Reserves | Mutual Funds | — | — | $20K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
