Heather Humphrey signed Weekley Homes LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weekley Homes LLC's EIN is 76-0519106.
Download the official 2024 Form 5500 (PDF) for Weekley Homes LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weekley Homes LLC'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 |
|---|---|---|---|---|---|
| WARWICK INVESTMENT MANAGEMENT INC. | 74-2037472 | — | NONE | $99K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $294K | — |
| RSM US LLP | 42-0714325 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $64.9M | 15.7% | |
| Charles Schwab Bank Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $56.2M | 13.6% | |
| Charles Schwab Bank SCHWAB INTL INDEX FD | Mutual Funds | — | — | $51.4M | 12.4% | |
| Charles Schwab Bank SCHWAB US LARGE CAP GROWTH INDEX FD | Mutual Funds | — | — | $36.2M | 8.8% | |
| Vanguard Group VANGUARD S&P 500 VALUE INDEX INSTL | Common Collective Trusts | — | — | $31.6M | 7.7% | |
| Vanguard Group Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $28.5M | 6.9% | |
| Vanguard Group Vanguard Small Cap Index Institutional Fund | Mutual Funds | — | — | $25.2M | 6.1% | |
| T. Rowe Price T. Rowe Price New America Growth Fund | Other securities | — | — | $18.5M | 4.5% | |
| DFA INTL SMALL CO PART INSTL | Mutual Funds | — | — | $16.7M | 4.0% | |
| Vanguard Group Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | — | $10.2M | 2.5% | |
| Vanguard Group Vanguard Treasury Money Markey | Mutual Funds | — | — | $8.1M | 2.0% | |
| AMG Funds AMG Yacktman Fund | Other securities | — | — | $7.3M | 1.8% | |
| Fidelity Contra Fund | Mutual Funds | — | — | $6.9M | 1.7% | |
| Vanguard Group Vanguard Short-Term Bond Index Instl. | Mutual Funds | — | — | $6.5M | 1.6% | |
| T. Rowe Price T. Rowe Price Small Cap Stock Fund | Other securities | — | — | $5.7M | 1.4% | |
| MFS Institutional International Equity Fund | Mutual Funds | — | — | $5.0M | 1.2% | |
| Vanguard Group Vanguard Dividend Growth Fund | Mutual Funds | — | — | $4.6M | 1.1% | |
| Charles Schwab Bank Schwab Bank Savings | Mutual Funds | — | — | $4.0M | 1.0% | |
| PIMCO Total Return Institutional Fund | Mutual Funds | — | — | $3.7M | 0.9% | |
| Fidelity Mid-Cap Stock Fund | Mutual Funds | — | — | $3.6M | 0.9% | |
| Vanguard Group Vanguard Ultra-Short Term Bond Fund | Mutual Funds | — | — | $3.6M | 0.9% | |
| Participants Notes receivable, due through November 2039, with interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $3.4M | 0.8% | |
| T. Rowe Price T. Rowe Price International Discovery Fund I | Other securities | — | — | $2.2M | 0.5% | |
| Tweedy Browne Global Value Fund | Other securities | — | — | $1.9M | 0.5% | |
| Charles Schwab Bank Schwab US Treasury M | U.S. Treasuries | — | — | $1.9M | 0.5% | |
| T. Rowe Price T. Rowe Price Ultra Short-Term Bond Fund | Other securities | — | — | $1.7M | 0.4% | |
| Charles Schwab Bank Schwab Non-interest Bearing Cash | Mutual Funds | — | — | $716K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $20K |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
