Lindsey de Jesus signed WTC WEND's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WTC WEND's EIN is 82-1105576.
Download the official 2024 Form 5500 (PDF) for WTC WEND from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WTC WEND'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $17K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLK LP INDEX 2030 FUND INST | Registered Investment Companies | — | — | $705K | 14.9% | |
| BLK LP INDEX RET FUND - INST | Registered Investment Companies | — | — | $569K | 12.0% | |
| BLK LP INDEX 2035 FUND INST | Registered Investment Companies | — | — | $559K | 11.8% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $445K | 9.4% | |
| MFS CORE EQUITY R6 296 REGISTERED INVESTMENT COMPANY BLK LP INDEX 2040 FUND - INST | Registered Investment Companies | — | — | $413K | 8.7% | |
| BLK LP INDEX 2050 FUND - INST | Registered Investment Companies | — | — | $412K | 8.7% | |
| BLK LP INDEX 2045 FUND - INST | Registered Investment Companies | — | — | $403K | 8.5% | |
| BLK LP INDEX 2055 FUND - INST | Registered Investment Companies | — | — | $303K | 6.4% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $160K | 3.4% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $105K | 2.2% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $63K | 1.3% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $60K | 1.3% | |
| JANUS HENDERSON TRITON FUND I | Registered Investment Companies | — | — | $58K | 1.2% | |
| TRANSAMERICA BOND I | Registered Investment Companies | — | — | $56K | 1.2% | |
| PIMCO STOCKSPLUS SMALL I | Registered Investment Companies | — | — | $42K | 0.9% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $40K | 0.9% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $34K | 0.7% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $31K | 0.7% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $30K | 0.6% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $28K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $24K | 0.5% | |
| LDA INFLATION FOCUSED R6 | Registered Investment Companies | — | — | $11K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISOR |
| $14K |
| — |
