Becky FIKE signed Westdale Asset Management, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westdale Asset Management, Ltd.'s EIN is 75-2680425.
Download the official 2024 Form 5500 (PDF) for Westdale Asset Management, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westdale Asset Management, Ltd.'s plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VISIONPOINT ADVISORY GROUP | 46-3329350 | — | ADVISOR | $46K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan Smart Retirement Blend 2030 R5 | Other securities | — | — | $4.8M | 16.7% | |
| JPMorgan Smart Retirement Blend 2025 R5 | Other securities | — | — | $4.0M | 13.7% | |
| JPMorgan Smart Retirement Blend 2035 R5 | Other securities | — | — | $3.1M | 10.6% | |
| JPMorgan Smart Retirement Blend 2040 R5 | Other securities | — | — | $2.2M | 7.7% | |
| JPMorgan Smart Retirement Blend 2020 R5 | Other securities | — | — | $1.8M | 6.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 5.5% | |
| JPMorgan Smart Retirement Blend 2055 R5 | Other securities | — | — | $1.6M | 5.4% | |
| JPMorgan Smart Retirement Blend 2045 R5 | Other securities | — | — | $1.5M | 5.2% | |
| JPMorgan Smart Retirement Blend 2050 R5 | Other securities | — | — | $1.5M | 5.1% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.3% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $1.1M | 3.9% | |
| maturing through December 2029 - | Other securities | — | — | $948K | 3.3% | |
| Blackrock Equity Dividend Fund Institutional Shares | Other securities | — | — | $464K | 1.6% | |
| JPMorgan Smart Retirement Blend Income R5 | Other securities | — | — | $464K | 1.6% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $373K | 1.3% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $355K | 1.2% | |
| AllianceBernstein AB Small Cap Growth Z Fund | Other securities | — | — | $267K | 0.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $232K | 0.8% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $228K | 0.8% | |
| JPMorgan Smart Retirement Blend 2060 R5 | Other securities | — | — | $215K | 0.7% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $180K | 0.6% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $175K | 0.6% | |
| Franklin Templeton Small Cap Value R6 | Mutual Funds | — | — | $148K | 0.5% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $146K | 0.5% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $84K | 0.3% | |
| Prudential High Yield R6 | Other securities | — | — | $83K | 0.3% | |
| PIMCO International Bond Fund | Mutual Funds | — | — | $51K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
