Angie Sandoval signed WMBE Payrolling Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WMBE Payrolling Inc.'s EIN is 80-0424690.
Download the official 2024 Form 5500 (PDF) for WMBE Payrolling Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WMBE Payrolling Inc.'s plan includes ERISA 404(c) participant direction, a self-directed brokerage window, 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 INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $125K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | OTHER INVESTMENT FEES | $10 | — |
| EMPOWER FINANCIAL SERVICES, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $4.8M | 18.6% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $3.8M | 14.8% | |
| Vanguard and Steers Target Retirement 2045 Inv | Mutual Funds | — | — | $3.4M | 13.2% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $2.5M | 9.7% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $2.1M | 8.1% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $1.8M | 7.0% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.6M | 6.0% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $1.5M | 5.9% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $871K | 3.4% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $733K | 2.8% | |
| Vanguard Growth Index ADM | Mutual Funds | — | — | $714K | 2.8% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $646K | 2.5% | |
| Self-Directed Funds * Empower Retirement Empower SDB | Self-Directed Brokerage | — | — | $323K | 1.2% | |
| T. Rowe T. Rowe Price Overseas Stock I | Other securities | — | — | $206K | 0.8% | |
| Notes Receivable From Participants * Notes receivable from participants Interest rates range 4.25% - 9.50% | Bonds / Notes | — | — | $201K | 0.8% | |
| Vanguard Value Index ADM | Mutual Funds | — | — | $129K | 0.5% | |
| Franklin Small Cap Growth R6 | Mutual Funds | — | — | $111K | 0.4% | |
| Vanguard Interim-Term Bond Index ADM | Mutual Funds | — | — | $102K | 0.4% | |
| STABLE VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $99K | 0.4% | |
| Vanguard High-Yield Corporate ADM | Mutual Funds | — | — | $74K | 0.3% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $42K | 0.2% | |
| Principal SmallCap Value II INSTL | Other securities | — | — | $23K | <0.1% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $15K | <0.1% | |
| Victory Trivalent International Victory Trivalent International SM-CP I | Other securities | — | — | $15K | <0.1% | |
| TCW Emerging Markets Income I | Other securities | — | — | $9K | <0.1% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK EQUITY INDEX FEE CL 6 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK MID CAP EQUITY INDEX FEE GREAT GRAY · EIN 20-3802327 / PN 003 | 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.
| — |
| GREENWOOD VILLAGE, CO |
| OTHER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALDRICH WEALTH LIMITED PARTNERSHIP | — | SEATTLE, WA | INVESTMENT ADVISOR | $25K | — |
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $21K | — |
