Rebekah Weissburg signed PWP Employer LP's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PWP Employer LP's EIN is 81-3881290.
Download the official 2025 Form 5500 (PDF) for PWP Employer LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)PWP Employer LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS LLC | 26-4311657 | — | ADVISOR | $149K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund - | Common Collective Trusts | — | — | $20.6M | 14.0% | |
| FID FDM IDX 2045 IPR Mutual Fund - | Common Collective Trusts | — | — | $12.0M | 8.2% | |
| BROKERAGELINK Self-Directed Brokerage Account - | Self-Directed Brokerage | — | — | $11.2M | 7.6% | |
| FID FDM IDX 2040 IPR Mutual Fund - | Common Collective Trusts | — | — | $11.1M | 7.5% | |
| FID FDM IDX 2050 IPR Mutual Fund - | Common Collective Trusts | — | — | $10.9M | 7.4% | |
| FID FDM IDX 2055 IPR Mutual Fund - | Common Collective Trusts | — | — | $9.5M | 6.5% | |
| CB LARGE CAP GR R1 WILMINGTON TRUST, N.A. · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $8.3M | 5.6% | |
| FID FDM IDX 2035 IPR Mutual Fund - | Common Collective Trusts | — | — | $7.9M | 5.3% | |
| FID FDM IDX 2030 IPR Mutual Fund - | Common Collective Trusts | — | — | $6.1M | 4.1% | |
| MID CAP GROWTH R1 WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $5.3M | 3.6% | |
| PUTN LARGE CP VAL R1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $5.0M | 3.4% | |
| BR EAFE EQUITY IDX R WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $4.4M | 3.0% | |
| New York Life Guaranteed Interest Account Group Annuity Contract - | Common Stocks | — | — | $4.3M | 2.9% | |
| FID FDM IDX 2060 IPR Mutual Fund - | Common Collective Trusts | — | — | $3.7M | 2.5% | |
| LA SM CP GR EQ II LH Collective Trust Fund - | Common Collective Trusts | — | — | $3.0M | 2.0% | |
| LA SM CP GR EQ II LH WILMINGTON TRUST N.A. · EIN 38-4139856 / PN 634 | Common Collective Trust | — | — | $3.0M | 2.0% | |
| MID CAP VALUE R1 WILMINGTON TRUST, N.A. · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $2.6M | 1.7% | |
| AF NEW WORLD R6 Mutual Fund - | Other securities | — | — | $2.4M | 1.6% | |
| WT FKLN SM CAP VAL WILMINGTON TRUST, N.A. · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $2.2M | 1.5% | |
| FID FDM IDX 2015 IPR Mutual Fund - | Common Collective Trusts | — | — | $1.7M | 1.2% | |
| BLKRK R2000 IDX R WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $1.7M | 1.2% | |
| DFA REAL EST SEC I Mutual Fund - | Mutual Funds | — | — | $1.7M | 1.2% | |
| FID FDM IDX 2020 IPR Mutual Fund - | Common Collective Trusts | — | — | $1.6M | 1.1% | |
| FID FDM IDX 2025 IPR Mutual Fund - | Common Collective Trusts | — | — | $1.5M | 1.0% | |
| FID FDM IDX 2065 IPR Mutual Fund - | Common Collective Trusts | — | — | $1.5M | 1.0% | |
| VANG HI YLD CORP ADM Mutual Fund - | Common Stocks | — | — | $1.4M | 1.0% | |
| DFA INVT GRD PORT IS Mutual Fund - | Mutual Funds | — | — | $1.4M | 1.0% | |
| DFA INF PRT SEC PORT Mutual Fund - | Mutual Funds | — | — | $1.2M | 0.8% | |
| DFA WLD EXUS GOV FI Mutual Fund - | Mutual Funds | — | — | $879K | 0.6% | |
| FID FDM IDX INC IPR Mutual Fund - | Common Collective Trusts | — | — | $678K | 0.5% | |
| BR MID CAP EQ IDX R WILMINGTON TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $299K | 0.2% | |
| FRANKLIN INTL GR R WILMINGTON TRUST, N.A. · EIN 26-3783561 / PN 911 | Common Collective Trust | — | — | $132K | <0.1% | |
| JPM HEDGED EQUITY R6 Mutual Fund - | Other securities | — | — | $104K | <0.1% | |
| FID GOVT MMKT Mutual Fund - | Mutual Funds | — | — | $72K | <0.1% | |
| FID FDM IDX 2010 IPR Mutual Fund - | Common Collective Trusts | — | — | $70K | <0.1% | |
| CORE PLUS BOND R1 WILMINGTON TRUST, N.A. · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $37K | <0.1% | |
| FID FDM IDX 2005 IPR Mutual Fund - | Common Collective Trusts | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
