Gary D. Marts signed Wright, Lindsey & Jennings LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wright, Lindsey & Jennings LLP's EIN is 71-0239196.
Download the official 2024 Form 5500 (PDF) for Wright, Lindsey & Jennings LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wright, Lindsey & Jennings LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $93K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS | 43-1685158 | — | CONSULTING | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $11.4M | 16.4% | |
| Transamerica Stock Index R4 | Other securities | — | — | $9.4M | 13.5% | |
| Putnam Large Cap Value A | Mutual Funds | — | — | $9.3M | 13.3% | |
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $7.8M | 11.3% | |
| American Funds Balanced R6 | Mutual Funds | — | — | $7.3M | 10.5% | |
| Transamerica Government Money Market R4 | Cash / Money Market | — | — | $3.9M | 5.6% | |
| John Hancock Disciplined Value Mid Cap R6 | Other securities | — | — | $3.4M | 5.0% | |
| Loomis Sayles Small Cap Growth N | Other securities | — | — | $2.6M | 3.7% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $2.5M | 3.6% | |
| Payden Corporate Bond | Other securities | — | — | $2.2M | 3.2% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $2.0M | 2.9% | |
| Undiscovered Managers Behavioral Value R6 | Other securities | — | — | $2.0M | 2.9% | |
| Fidelity Mid Cap Growth Index | Mutual Funds | — | — | $1.9M | 2.8% | |
| American Funds Mortgage R6 | Mutual Funds | — | — | $1.1M | 1.6% | |
| RBC Emerging Markets Equity R6 | Other securities | — | — | $526K | 0.8% | |
| Cohen & Steers Real Estate | Other securities | — | — | $347K | 0.5% | |
| Participant Loans | Participant loans | — | — | $190K | 0.3% | |
| Artisan High Income Instl | Other securities | — | — | $138K | 0.2% | |
| State Street Bank & Trust Co. | Common Stocks | — | — | $4K | <0.1% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
