David Brown signed WYO-Ben, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WYO-Ben, Inc.'s EIN is 81-0291876.
Download the official 2024 Form 5500 (PDF) for WYO-Ben, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WYO-Ben, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST INTERSTATE BANK OF COMMERCE | 81-6023169 | — | ADVISOR | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPM Large Cap Growth R6 Mutual Fund N/A | Other securities | — | — | $3.1M | 11.3% | |
| AF Target Date 2030 R6 Mutual Fund N/A | Other securities | — | — | $2.9M | 10.6% | |
| Fidelity 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $2.7M | 9.8% | |
| AF Target Date 2040 R6 Mutual Fund N/A | Other securities | — | — | $2.5M | 8.9% | |
| AF Target Date 2045 R6 Mutual Fund N/A | Other securities | — | — | $2.4M | 8.8% | |
| AF Target Date 2050 R6 Mutual Fund N/A | Other securities | — | — | $1.9M | 7.0% | |
| AF Target Date 2035 R6 Mutual Fund N/A | Other securities | — | — | $1.8M | 6.6% | |
| AF Target Date 2020 R6 Mutual Fund N/A | Other securities | — | — | $1.7M | 6.2% | |
| FA Technology Z Mutual Fund N/A | Other securities | — | — | $1.6M | 5.9% | |
| AF Target Date 2025 R6 Mutual Fund N/A | Other securities | — | — | $1.5M | 5.3% | |
| AF Target Date 2055 R6 Mutual Fund N/A | Other securities | — | — | $1.0M | 3.8% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $839K | 3.0% | |
| AF EuroPacific Growth R6 Mutual Fund N/A | Other securities | — | — | $696K | 2.5% | |
| Fidelity Midcap Index Mutual Fund N/A | Mutual Funds | — | — | $646K | 2.3% | |
| Notes receivable from Participants Maturing 2025-2030 at interest rates of 4.25% - 10.50% - | Bonds / Notes | — | — | $518K | 1.9% | |
| AF Target Date 2060 R6 Mutual Fund N/A | Other securities | — | — | $414K | 1.5% | |
| JPM Equity Income R6 Mutual Fund N/A | Other securities | — | — | $390K | 1.4% | |
| Dodge & Cox Income X Mutual Fund N/A | Mutual Funds | — | — | $272K | 1.0% | |
| AF Target Date 2065 R6 Mutual Fund N/A | Other securities | — | — | $178K | 0.6% | |
| Fidelity Smallcap Index Mutual Fund N/A | Mutual Funds | — | — | $104K | 0.4% | |
| Fidelity Govt MMKT Money Market Mutual Fund N/A | Mutual Funds | — | — | $95K | 0.3% | |
| AF New World R6 Mutual Fund N/A | Other securities | — | — | $77K | 0.3% | |
| AF Target Date 2010 R6 Mutual Fund N/A | Other securities | — | — | $64K | 0.2% | |
| FED High Yield Bond R6 Mutual Fund N/A | Other securities | — | — | $39K | 0.1% | |
| BLKRK HLTH SCI OPP K Mutual Fund N/A | Other securities | — | — | $23K | <0.1% | |
| AF Target Date 2015 R6 Mutual Fund N/A | Other securities | — | — | $10K | <0.1% | |
| Fidelity International Index Mutual Fund N/A | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
