John Weatherspoon signed Wall Residences, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wall Residences, Inc.'s EIN is 54-1959395.
Download the official 2024 Form 5500 (PDF) for Wall Residences, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wall Residences, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT | 26-0070474 | — | ADVISOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $629K | 18.8% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $471K | 14.1% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $429K | 12.8% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $378K | 11.3% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $325K | 9.7% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $290K | 8.7% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $154K | 4.6% | |
| Fidelity Small Cap Index ** 932 * Participant Loans Various loans at 5.50% to 8.50% -0- | Mutual Funds | — | — | $151K | 4.5% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $134K | 4.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $95K | 2.8% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $80K | 2.4% | |
| Segall Bryant & Hamill Plus Bond Retirement ** 27 Vanguard Short-Term Investment-Grade Fund Admiral ** 9 Vanguard Intermediate Bond Index Admiral ** 985 Parnassus Core Equity Investor Fund | Mutual Funds | — | — | $60K | 1.8% | |
| Gabelli U.S. Treasury Money Market Fund | Cash / Money Market | — | — | $39K | 1.2% | |
| Virtus Seix High Yield Fund I ** 64 Vanguard Small-Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $27K | 0.8% | |
| American Funds American Balanced Fund Class R-6 | Mutual Funds | — | — | $21K | 0.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $19K | 0.6% | |
| Fidelity Mid-Cap Index Fund | Common Collective Trusts | — | — | $18K | 0.5% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $11K | 0.3% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $6K | 0.2% | |
| Vanguard Short-Term Corporate Bond Index Fund Admiral | Common Collective Trusts | — | — | $5K | 0.1% | |
| American Funds EuroPacific Growth Fund Class R-6 | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Large-Cap Value Fund | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds New World Fund Class R-6 | 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.
