Janet Bridges signed Winshape Foundation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Winshape Foundation, Inc.'s EIN is 58-1595471.
Download the official 2024 Form 5500 (PDF) for Winshape Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Winshape Foundation, Inc.'s plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $479 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $4.6M | 12.6% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $4.1M | 11.2% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.8M | 10.2% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $3.6M | 9.6% | |
| Vanguard Institutional Index Plus Mutual Fund | Mutual Funds | — | — | $3.4M | 9.1% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $2.3M | 6.2% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.9% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.8% | |
| Dodge & Cox Income X Mutual Fund | Mutual Funds | — | — | $1.3M | 3.4% | |
| T. Rowe Price Mid-Cap Value Eq TR-D Common Collective Trust Fund | Common Collective Trusts | — | — | $1.2M | 3.1% | |
| TRP US MDCP VAL EQ T. ROWE PRICE TRUST COMPANY · EIN 35-6941663 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.1% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.9% | |
| Vanguard FTSE All World Index Mutual Fund | Mutual Funds | — | — | $1.1M | 2.9% | |
| Fidelity Managed Income Portfolio Fund Class 2 Common Collective Trust Fund | Common Collective Trusts | — | — | $907K | 2.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $907K | 2.4% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $846K | 2.3% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $804K | 2.2% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $792K | 2.1% | |
| American New Perspective R6 Mutual Fund | Other securities | — | — | $772K | 2.1% | |
| Vanguard Wellington Mutual Fund | Mutual Funds | — | — | $707K | 1.9% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $631K | 1.7% | |
| American Europacific Growth R6 Mutual Fund | Other securities | — | — | $460K | 1.2% | |
| Vanguard Total Bond Market Mutual Fund | Mutual Funds | — | — | $418K | 1.1% | |
| Vanguard Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $390K | 1.1% | |
| Vanguard Explorer Mutual Fund | Mutual Funds | — | — | $289K | 0.8% | |
| DFA U.S. Large Cap Value Mutual Fund | Mutual Funds | — | — | $253K | 0.7% | |
| American Century Invest Govt Bond Fund R5 Mutual Fund | U.S. Treasuries | — | — | $204K | 0.5% | |
| ABF Small Cap Value R6 Mutual Fund | Other securities | — | — | $139K | 0.4% | |
| Blackrock Inflation Protected Mutual Fund | Other securities | — | — | $115K | 0.3% | |
| Vanguard Real Estate Index Mutual Fund | Mutual Funds | — | — | $103K | 0.3% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $27K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
