Wardlaw Claims Services, LLC's EIN is 74-2674209.
Download the official 2024 Form 5500 (PDF) for Wardlaw Claims Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wardlaw Claims Services, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVS | 82-4555287 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCE BENEFITS ADMINSTRATORS | 74-2533381 | — | THIRD PARTY ADMINISTRATO | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds AF Target Date 2045 | Mutual Funds | — | — | $373K | 19.9% | |
| American Funds AF Target Date 2040 | Mutual Funds | — | — | $250K | 13.3% | |
| American Funds AF Target Date 2050 | Mutual Funds | — | — | $222K | 11.8% | |
| American Funds AF Target Date 2035 | Mutual Funds | — | — | $128K | 6.8% | |
| American Funds AF Target Date 2055 | Mutual Funds | — | — | $127K | 6.7% | |
| American Funds Growth Fund of America - R3 | Mutual Funds | — | — | $116K | 6.2% | |
| American Funds AF Target Date 2060 | Mutual Funds | — | — | $90K | 4.8% | |
| American Funds AF Target Date 2030 | Mutual Funds | — | — | $89K | 4.7% | |
| American Funds AF Target Date 2020 | Mutual Funds | — | — | $77K | 4.1% | |
| American Funds Growth Portfolio | Mutual Funds | — | — | $77K | 4.1% | |
| American Funds AF Target Date 2025 | Mutual Funds | — | — | $66K | 3.5% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $56K | 3.0% | |
| American Funds AMCAP | Mutual Funds | — | — | $42K | 2.3% | |
| American Funds Growth and Income Fund * 8 ** American Funds American Balanced Fund - R3 | Mutual Funds | — | — | $39K | 2.1% | |
| American Funds Fixed Income Fund | Mutual Funds | — | — | $37K | 2.0% | |
| American Funds AF Target Date 2015 | Mutual Funds | — | — | $37K | 2.0% | |
| American Funds AF Target Date 2065 | Mutual Funds | — | — | $36K | 1.9% | |
| American Funds AF Target Date 2010 | Mutual Funds | — | — | $11K | 0.6% | |
| American Funds Washington Mutual Investors Fund - R3 | Mutual Funds | — | — | $4K | 0.2% | |
| American Funds Moderate Growth and Income Model Portfolio * 8 ** American Funds The Bond Fund of America | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
