Michelle Small signed Witte Museum's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Witte Museum's EIN is 74-1400537.
Download the official 2024 Form 5500 (PDF) for Witte Museum from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Witte Museum'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 Trgt Date Retire R2E Mutual Fund | Mutual Funds | — | — | $414K | 19.6% | |
| American Funds 2025 Trgt Date Retire R2E Mutual Fund | Mutual Funds | — | — | $408K | 19.3% | |
| American Funds 2035 Trgt Date Retire R2E Mutual Fund | Mutual Funds | — | — | $276K | 13.1% | |
| American Funds 2045 Trgt Date Retire R2E Mutual Fund | Mutual Funds | — | — | $257K | 12.2% | |
| American Funds 2050 Trgt Date Retire R2E Mutual Fund | Mutual Funds | — | — | $217K | 10.3% | |
| American Funds 2055 Trgt Date Retire R2E Mutual Fund | Mutual Funds | — | — | $156K | 7.4% | |
| American Funds 2020 Trgt Date Retire R2E Mutual Fund | Mutual Funds | — | — | $143K | 6.8% | |
| American Funds 2030 Trgt Date Retire R2E Mutual Fund | Mutual Funds | — | — | $65K | 3.1% | |
| American Funds 2015 Trgt Date Retire R2E Mutual Fund | Mutual Funds | — | — | $51K | 2.4% | |
| American Funds 20 IO Trgt Date Retire R2E Mutual Fund | Mutual Funds | — | — | $46K | 2.2% | |
| American Funds 2060 Trgt Date Retire R2E Mutual Fund | Mutual Funds | — | — | $37K | 1.8% | |
| Goldman Sachs LG Cap Gr Insights R Mutual Fund | Other securities | — | — | $11K | 0.5% | |
| Blackrock Mid Cap Growth Inv R Mutual Fund | Other securities | — | — | $8K | 0.4% | |
| American Funds Growth Fund ofAmerica R2E Mutual Fund | Mutual Funds | — | — | $5K | 0.2% | |
| American Funds lnvmt Co ofAmerica R2E Mutual Fund 56 * American Funds New World R2E Mutual Fund 33 * American funds Small Cap R Mutual Fund 184 * Blackrock Advantage Smid Cap R Mutual Fund | Mutual Funds | — | — | $3K | 0.1% | |
| Invesco Discovery Mid Cap Growth Fund R Mutual Fund | Mutual Funds | — | — | $3K | 0.1% | |
| American Funds American Hi-Income Trust Class R-2E Mutual Fund 655 * American Funds Europacific Growth R2E Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Amerlcan Funds Fundamental Invs R2E Mutual Fund | Other securities | — | — | $1K | <0.1% | |
| RELIANCE METLIFE GAC SERIES 25053 C RELIANCE TRUST CT OR SVF · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $65 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
