Wanda FLUD signed W.T. Humphrey, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
W.T. Humphrey, Inc.'s EIN is 56-0998971.
Download the official 2024 Form 5500 (PDF) for W.T. Humphrey, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)W.T. Humphrey, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $69K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Harbor Capital Harbor Capital Appreciation Instl | Other securities | — | — | $2.8M | 24.3% | |
| * Empower Key Guaranteed Portfolio Fund | Guaranteed Income / GIC | — | — | $2.1M | 18.1% | |
| GROWTH (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $1.7M | 14.9% | |
| Vanguard Windsor Ii Fund - Admiral | Mutual Funds | — | — | $1.5M | 12.9% | |
| American Funds American Funds Europacific Gr R5 | Mutual Funds | — | — | $551K | 4.8% | |
| MODERATE (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $536K | 4.7% | |
| Victory Sycamore Small Company Opp R6 | Common Stocks | — | — | $498K | 4.4% | |
| AGGRESSIVE (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $494K | 4.3% | |
| PIMCO Commodity Real Ret Strat Instl | Mutual Funds | — | — | $400K | 3.5% | |
| Prudential Pgim Total Return Bond R6 | Other securities | — | — | $341K | 3.0% | |
| Loomis Sayles Loomis Sayles Small Cap Growth Instl | Other securities | — | — | $256K | 2.2% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $155K | 1.4% | |
| John Hancock Jhancock Disciplined Value Mid Cap I | Other securities | — | — | $69K | 0.6% | |
| CONSERVATIVE (MAP) FREEDOM 401K CLA GREAT GRAY · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $38K | 0.3% | |
| Vanguard Total Bond Market Index Admiral 675 Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $33K | 0.3% | |
| MassMutual Select Mid Cap Growth I | Other securities | — | — | $30K | 0.3% | |
| INCOME (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $10K | <0.1% | |
| Vanguard Extended Market Idx Adm | Common Collective Trusts | — | — | $1K | <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 |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | — | MINNEAPOLIS, MN | AUDITOR | $12K | — |
