Jenny KARR signed Waystar, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Waystar, Inc.'s EIN is 61-1358935.
Download the official 2024 Form 5500 (PDF) for Waystar, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Waystar, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $73K | — |
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 Retirement 2050 Fund | Mutual Funds | — | — | $20.3M | 12.6% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $16.8M | 10.4% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $16.3M | 10.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $16.2M | 10.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $13.2M | 8.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $12.2M | 7.5% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $12.1M | 7.5% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $8.5M | 5.3% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $5.4M | 3.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $5.3M | 3.3% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $5.2M | 3.2% | |
| Fidelity Global Ex US Index Fund | Common Collective Trusts | — | — | $4.2M | 2.6% | |
| William Blair Small-Mid Cap Growth Fund | Other securities | — | — | $3.5M | 2.2% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $3.5M | 2.2% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $3.3M | 2.0% | |
| Hartford International Opportunities Fund | Other securities | — | — | $2.9M | 1.8% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $2.8M | 1.8% | |
| Fidelity Government Money Market Fund 295 Vanguard Federal Money Market Fund | Mutual Funds | — | — | $2.8M | 1.8% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $2.4M | 1.5% | |
| Global Trust Company Victory Integrity Small/Mid Cap Value Fund | Common Stocks | — | — | $1.8M | 1.1% | |
| VICT INT SMMDCP VL C GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 007 | Common Collective Trust | — | — | $1.8M | 1.1% | |
| Notes receivable from Loans to participants, various maturities, participants interest rates ranging 4.25% to 9.50% | Bonds / Notes | — | — | $1.7M | 1.0% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $852K | 0.5% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $383K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $151K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
