KATE Haering signed Worldwise Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Worldwise Holdings, Inc.'s EIN is 68-0246753.
Download the official 2024 Form 5500 (PDF) for Worldwise Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Worldwise Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $18K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T ROWE LARGE CAP GROWTH I | Registered Investment Companies | — | — | $734K | 8.1% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $733K | 8.0% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $704K | 7.7% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $634K | 7.0% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $517K | 5.7% | |
| JPMORGAN US VALUE R6 | Registered Investment Companies | — | — | $504K | 5.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $485K | 5.3% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $468K | 5.1% | |
| ALLSPRING CORE PLUS BOND R6 | Registered Investment Companies | — | — | $457K | 5.0% | |
| ALGER CAPITAL APPRECIATION Z | Registered Investment Companies | — | — | $408K | 4.5% | |
| JPMORGAN U.S. EQUITY I | Registered Investment Companies | — | — | $352K | 3.9% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $309K | 3.4% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $283K | 3.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $270K | 3.0% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $244K | 2.7% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $238K | 2.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $234K | 2.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $229K | 2.5% | |
| CARILLON EAGLE MID CAP GRTH I | Registered Investment Companies | — | — | $203K | 2.2% | |
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $192K | 2.1% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $164K | 1.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $146K | 1.6% | |
| PGIM SH TERM CORP BD Z | Registered Investment Companies | — | — | $144K | 1.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $136K | 1.5% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $106K | 1.2% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $84K | 0.9% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $62K | 0.7% | |
| COLUMBIA SMALL CAP VALUE I | Registered Investment Companies | — | — | $21K | 0.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $15K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $20K |
| — |
