Casey Gillespie signed Wesley Commons' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wesley Commons' EIN is 57-0524661.
Download the official 2024 Form 5500 (PDF) for Wesley Commons from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wesley Commons' plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENWOOD CAPITAL ASSOCIATES, LLC | 57-1123518 | — | NONE | $18K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.7M | 89.0% | |
| [Assets held in interest-bearing cash] | Other | — | — | $911K | 9.3% | |
| [Assets held in participant loans] | Other | — | — | $165K | 1.7% |
| — |
| NONE |
| $0 |
| — |
