Jesus Garza signed Wayne Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wayne Enterprises, Inc.'s EIN is 76-0000815.
Download the official 2024 Form 5500 (PDF) for Wayne Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wayne Enterprises, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $49K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MUTUAL ADVISORS LLC |
| — |
| CAMARILLO, CA |
| INVESTMENT ADVISOR |
| $27K |
| — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Guaranteed Portfolio Fund Group Annuity Contract | Common Stocks | — | — | $1.2M | 19.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 XA PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $745K | 12.4% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $577K | 9.6% | |
| PGIM High Yield R4 Mutual Fund | Other securities | — | — | $432K | 7.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 XA PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $366K | 6.1% | |
| PUTNAM RETIREMENT ADV MATURITY FUND PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $344K | 5.7% | |
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $307K | 5.1% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $303K | 5.0% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $259K | 4.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $203K | 3.4% | |
| DFA Emerging Markets Core Equity I Mutual Fund | Mutual Funds | — | — | $182K | 3.0% | |
| Participant Loans Participant Loans (4.25-9.50%) | Bonds / Notes | — | — | $153K | 2.5% | |
| Fidelity Inflation Protected Bond Index Mutual Fund | Mutual Funds | — | — | $120K | 2.0% | |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $118K | 2.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 XA PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $100K | 1.7% | |
| MFS International Growth R6 Mutual Fund | Mutual Funds | — | — | $98K | 1.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $76K | 1.3% | |
| DFA Real Estate Securities I Mutual Fund | Mutual Funds | — | — | $75K | 1.2% | |
| ALTA LORD ABBETT INTERNATIONAL EQTY ALTA TRUST · EIN 99-2652504 / PN 001 | Common Collective Trust | — | — | $57K | 0.9% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $45K | 0.8% | |
| Putnam Small Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $42K | 0.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 XA PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $41K | 0.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 XA PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $38K | 0.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 XA PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $36K | 0.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 XA PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $29K | 0.5% | |
| PUTNAM RETIREMENT ADV 2055 FUND XA PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $20K | 0.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 XA PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $17K | 0.3% | |
| ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $16K | 0.3% | |
| PIMCO Int Bond (USD-Hedged) Inst Mutual Fund | U.S. Treasuries | — | — | $14K | 0.2% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $13K | 0.2% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $7K | 0.1% | |
| FRANKLIN SMALL CAP VALUE GG TRT CIT GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $2K | <0.1% |
