Brittany Prater signed Wealth Enhancement Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wealth Enhancement Group, LLC's EIN is 75-3100788.
Download the official 2024 Form 5500 (PDF) for Wealth Enhancement Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wealth Enhancement Group, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $41.5M | 20.9% | |
| Self-Directed BrokerageLink Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $23.7M | 12.0% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $12.3M | 6.2% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $10.9M | 5.5% | |
| Fidelity Freedom Index 2035 IPR | Mutual Funds | — | — | $7.2M | 3.6% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $7.1M | 3.6% | |
| Fidelity Freedom Index 2045 IPR | Mutual Funds | — | — | $6.9M | 3.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $6.8M | 3.4% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $6.3M | 3.2% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $5.5M | 2.8% | |
| Fidelity Freedom Index 2055 IPR | Mutual Funds | — | — | $5.4M | 2.7% | |
| Fidelity Freedom Index 2030 IPR | Mutual Funds | — | — | $5.4M | 2.7% | |
| Fidelity Freedom Index 2040 IPR | Mutual Funds | — | — | $5.3M | 2.7% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $5.1M | 2.6% | |
| Vanguard Emerging Markets Index Fund Admiral | Common Collective Trusts | — | — | $4.8M | 2.4% | |
| Fidelity Government Money Market K6 | Mutual Funds | — | — | $4.8M | 2.4% | |
| Fidelity Freedom Index 2050 IPR | Mutual Funds | — | — | $4.7M | 2.4% | |
| Guggenheim Total Return Bond Fund Class R6 | Mutual Funds | — | — | $4.7M | 2.3% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $4.4M | 2.2% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $3.5M | 1.7% | |
| Fidelity Freedom Index 2065 IPR | Mutual Funds | — | — | $3.2M | 1.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $3.1M | 1.6% | |
| Fidelity Freedom Index 2060 IPR | Mutual Funds | — | — | $2.3M | 1.1% | |
| Fidelity Freedom Index 2025 IPR | Mutual Funds | — | — | $1.9M | 1.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.5M | 0.7% | |
| Vanguard Inter-Term Treasury Index Admiral | Mutual Funds | — | — | $1.4M | 0.7% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $1.4M | 0.7% | |
| Fidelity Freedom Index 2020 IPR | Mutual Funds | — | — | $1.0M | 0.5% | |
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $670K | 0.3% | |
| Fidelity Freedom Index 2015 IPR | Mutual Funds | — | — | $202K | 0.1% | |
| Fidelity Index Income Fund | Mutual Funds | — | — | $81K | <0.1% | |
| Fidelity Freedom Index 2010 IPR | Mutual Funds | — | — | $53K | <0.1% | |
| Money Market Funds * Fidelity Government Money Market | Mutual Funds | — | — | $28K | <0.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | 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.
