JILL McCluskey signed Wiseda Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wiseda Corporation's EIN is 75-1530126.
Download the official 2024 Form 5500 (PDF) for Wiseda Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wiseda Corporation'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT, INC. | 02-0580939 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 16.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $939K | 12.1% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $878K | 11.3% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $808K | 10.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $709K | 9.1% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $626K | 8.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $540K | 7.0% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $349K | 4.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $228K | 2.9% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $191K | 2.5% | |
| VICTORY SYCAMORE EST VALYE Y | Registered Investment Companies | — | — | $188K | 2.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $133K | 1.7% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $98K | 1.3% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $70K | 0.9% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $67K | 0.9% | |
| FID ADV GRWTH OPPS - Z | Registered Investment Companies | — | — | $62K | 0.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $53K | 0.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $48K | 0.6% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $45K | 0.6% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $32K | 0.4% | |
| FID ADVISOR VALUE Z | Registered Investment Companies | — | — | $30K | 0.4% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $27K | 0.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $23K | 0.3% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $14K | 0.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $10K | 0.1% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $8K | 0.1% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| BNYM SM MD CP GR Y 21 REGISTERED INVESTMENT COMPANY JH INVESTMENT GRADE BOND R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $5K | <0.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $4K | <0.1% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $3K | <0.1% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
