Brandon McDonald signed Worldwide Equipment Enterprises' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Worldwide Equipment Enterprises' EIN is 61-1077939.
Download the official 2024 Form 5500 (PDF) for Worldwide Equipment Enterprises from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Worldwide Equipment Enterprises' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCF ADVISORS | 20-0566061 | — | INVESTMENT/FINANCIAL ADVI | $59K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $6.2M | 19.5% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $4.2M | 13.2% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $3.7M | 11.8% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $2.2M | 6.9% | |
| JPMCB STABLE ASSET INC CF JPMORGAN CHASE BANK · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $2.1M | 6.6% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.0M | 6.4% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $1.5M | 4.8% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $1.4M | 4.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.2M | 3.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.1M | 3.6% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $1.1M | 3.4% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $1.1M | 3.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $724K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $650K | 2.1% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $617K | 2.0% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $486K | 1.5% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $335K | 1.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $294K | 0.9% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $244K | 0.8% | |
| CORE PLUS BOND FD - R1 WILMINGTON TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $223K | 0.7% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $174K | 0.6% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $72K | 0.2% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $65K | 0.2% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $45K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
