Elise Szarek signed Whitebridge Pet Brands, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whitebridge Pet Brands, LLC's EIN is 77-0584827.
Download the official 2024 Form 5500 (PDF) for Whitebridge Pet Brands, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whitebridge Pet Brands, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | FIDUCIARY ADVISOR | $81 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INVESTCO STABLE VALUE TRUST A1 MUTUAL OF AMERICA · EIN 84-1142974 / PN 000 | Pooled Separate Account | — | — | $4.8M | 91.0% | |
| Mutual of America MFS Mid Cap Value Fund Class R6 ** 15 * Mutual of America MoA Equity Index Fund | Common Collective Trusts | — | — | $964K | 18.4% | |
| Mutual of America MoA Clear Passage 2040 Fund | Other securities | — | — | $809K | 15.5% | |
| Mutual of America MoA Clear Passage 2050 Fund | Other securities | — | — | $487K | 9.3% | |
| Mutual of America MoA Clear Passage 2035 Fund | Other securities | — | — | $472K | 9.0% | |
| Mutual of America MoA Clear Passage 2030 Fund | Other securities | — | — | $341K | 6.5% | |
| Mutual of America BlackRock Mid-Cap Growth Equity Portfolio Class K ** 15 * Mutual of America Macquarie Small Cap Value Fund Class R6 | Other securities | — | — | $262K | 5.0% | |
| Mutual of America T. Rowe Price Blue Chip Growth Fund I Class | Other securities | — | — | $235K | 4.5% | |
| Mutual of America Calvert International Responsible Index Fund Class R6 | Common Collective Trusts | — | — | $197K | 3.8% | |
| Mutual of America MoA Small Cap Equity Index Fund ** 30 * Mutual of America MoA Mid Cap Equity Index Fund | Common Collective Trusts | — | — | $188K | 3.6% | |
| Mutual of America MoA Clear Passage 2065 Fund ** 532 * Mutual of America MoA Clear Passage 2060 Fund | Other securities | — | — | $175K | 3.4% | |
| Mutual of America MoA Retirement Income Fund | Other securities | — | — | $163K | 3.1% | |
| Mutual of America MoA Clear Passage 2045 Fund | Other securities | — | — | $91K | 1.7% | |
| Mutual of America Vanguard Total Bond Mkt Index Fund Admiral Shares | Common Collective Trusts | — | — | $76K | 1.4% | |
| Mutual of America Victory RS Small Cap Growth Fund Class R6 | Other securities | — | — | $63K | 1.2% | |
| Mutual of America MoA International Fund ** 30 * Mutual of America American Funds New World Fund Class R-6 | Mutual Funds | — | — | $53K | 1.0% | |
| Mutual of America Invesco Stable Value Trust - Class A1 | Stable Value | — | — | $48K | 0.9% | |
| Mutual of America PIMCO Real Return Fund Institutional Class | Mutual Funds | — | — | $42K | 0.8% | |
| Mutual of America Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $37K | 0.7% | |
| Mutual of America Investco Stable Value Trust A1 * Mutual of America Vanguard Treasury Money Market Fund Investor Shares | Pooled Separate Accounts | — | — | $18K | 0.3% | |
| Mutual of America Calvert Bond Fund Class R6 | U.S. Treasuries | — | — | $18K | 0.3% | |
| Mutual of America MoA Clear Passage 2020 Fund | Other securities | — | — | $15K | 0.3% | |
| Mutual of America Dodge & Cox Stock Fund Class I | Mutual Funds | — | — | $3K | <0.1% | |
| Mutual of America Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $1K | <0.1% |
