Simon Dealy signed WMG Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WMG Services, LLC's EIN is 80-0335037.
Download the official 2024 Form 5500 (PDF) for WMG Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WMG Services, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $6K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2035 | Mutual Funds | — | — | $2.4M | 12.6% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $2.1M | 11.1% | |
| Vanguard Target Ret 2020 | Mutual Funds | — | — | $1.8M | 9.6% | |
| Vanguard Target Ret 2030 | Mutual Funds | — | — | $1.5M | 7.6% | |
| Vanguard Target Ret 2040 | Mutual Funds | — | — | $1.4M | 7.5% | |
| Vanguard Target Ret 2025 | Mutual Funds | — | — | $1.3M | 7.0% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | — | $1.1M | 5.9% | |
| Vanguard Target Ret 2045 | Mutual Funds | — | — | $1.0M | 5.4% | |
| Vanguard Tot Wld Stk Index ETF | Mutual Funds | — | — | $1.0M | 5.4% | |
| Vanguard Mid-Cap Growth ETF | Mutual Funds | — | — | $776K | 4.1% | |
| Vanguard Target Ret 2050 | Mutual Funds | — | — | $757K | 4.0% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $647K | 3.4% | |
| Vanguard Target Ret 2065 | Mutual Funds | — | — | $420K | 2.2% | |
| Vanguard Target Ret 2060 | Mutual Funds | — | — | $396K | 2.1% | |
| Vanguard Target Ret Income | Mutual Funds | — | — | $387K | 2.0% | |
| Vanguard Target Ret 2055 | Mutual Funds | — | — | $326K | 1.7% | |
| American Funds Investment Company of America | Mutual Funds | — | — | $304K | 1.6% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $251K | 1.3% | |
| Notes Receivable from Interest rates of 3.25% to 9.50%, matures | Bonds / Notes | — | — | $236K | 1.2% | |
| Vanguard Mid-Cap Value ETF | Mutual Funds | — | — | $189K | 1.0% | |
| John Hancock Bond Fund | Other securities | — | — | $178K | 0.9% | |
| JOHN HANCOCK STABLE VALUE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $164K | 0.9% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $134K | 0.7% | |
| DFA Securities U.S. Small Cap | Mutual Funds | — | — | $55K | 0.3% | |
| VS IT CO VS IT CO | Common Stocks | — | — | $17K | <0.1% | |
| WisdomTree MC Earnings ETF | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
