Julie Enderlin signed Whiting Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whiting Systems, Inc.'s EIN is 71-0453145.
Download the official 2024 Form 5500 (PDF) for Whiting Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whiting Systems, Inc.'s 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $574K | 16.2% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $437K | 12.3% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Common Stocks | — | — | $383K | 10.8% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $338K | 9.5% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $326K | 9.2% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $311K | 8.8% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $155K | 4.4% | |
| with various maturities - | Other securities | — | — | $145K | 4.1% | |
| DFA Emerging markets Core Equity Fund | Mutual Funds | — | — | $139K | 3.9% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $126K | 3.5% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $107K | 3.0% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $80K | 2.3% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $69K | 1.9% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $64K | 1.8% | |
| PGIM Global Total Return Fund | Other securities | — | — | $59K | 1.7% | |
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $56K | 1.6% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $34K | 1.0% | |
| Empower T. Rowe Price Mid Cap Growth Fund | Other securities | — | — | $34K | 0.9% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $31K | 0.9% | |
| T. Rowe Price Overseas Stock Fund | Other securities | — | — | $21K | 0.6% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $20K | 0.6% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $14K | 0.4% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $12K | 0.3% | |
| PGIM High-Yield Fund | Other securities | — | — | $8K | 0.2% | |
| PGIM SELECT REAL ESTATE FUND CIT CL GREAT GRAY · EIN 38-7264543 / PN 706 | Common Collective Trust | — | — | $2 | <0.1% | |
| ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $2 | <0.1% | |
| MARTIN CURRIE EMERGING MARKETS CIT GREAT GRAY · EIN 82-4565709 / PN 376 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LEAFHOUSE FINANCIAL ADVISORS, LLC |
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $2K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & CO INC | — | ST LOUIS, MO | BROKER/ADVISER | $0 | — |
