Denise Terrano signed World WIDE Professional Soluti's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
World WIDE Professional Soluti's EIN is 82-1110302.
Download the official 2024 Form 5500 (PDF) for World WIDE Professional Soluti from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)World WIDE Professional Soluti'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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds AMFDS 2035 TDRF R6 N/R | Mutual Funds | — | — | $822K | 16.2% | |
| American Funds AMFDS 2030 TDRF R6 N/R | Mutual Funds | — | — | $629K | 12.4% | |
| American Funds AMFDS 2055 TDRF R6 N/R | Mutual Funds | — | — | $451K | 8.9% | |
| American Funds AMFDS GROWTH FD R6 N/R | Mutual Funds | — | — | $399K | 7.9% | |
| American Funds AMFDS 2040 TDRF R6 N/R | Mutual Funds | — | — | $370K | 7.3% | |
| American Funds AMFDS 2045 TDRF R6 N/R | Mutual Funds | — | — | $364K | 7.2% | |
| American Funds AMFDS 2020 TDRF R6 N/R 613 * American Funds AMFDS 2025 TDRF R6 N/R | Mutual Funds | — | — | $216K | 4.3% | |
| American Funds AMFDS 2050 TDRF R6 N/R | Mutual Funds | — | — | $212K | 4.2% | |
| American Funds AF 2065 TGT DT RT R6 N/R | Mutual Funds | — | — | $172K | 3.4% | |
| American Funds AMFDS NW PRSPCT R6 N/R | Mutual Funds | — | — | $162K | 3.2% | |
| American Funds AMFDS WASH MUTL R6 N/R | Mutual Funds | — | — | $158K | 3.1% | |
| American Funds AMFDS CAPINCBLD R6 N/R | Mutual Funds | — | — | $137K | 2.7% | |
| American Funds AMFDS 2060 TDRF R6 N/R | Mutual Funds | — | — | $136K | 2.7% | |
| American Funds AMFDS INT GR&INR6 N/R | Mutual Funds | — | — | $98K | 1.9% | |
| Vanguard VNGRD 500 IDX ADML N/R | Common Collective Trusts | — | — | $93K | 1.8% | |
| American Funds AMFDS INC CO AM R6 N/R | Mutual Funds | — | — | $81K | 1.6% | |
| American Funds AMFDS SMALLCAP R6 N/R | Mutual Funds | — | — | $78K | 1.5% | |
| Money Market Fund * American Funds AMFDS US GOV MM R6 N/R | Mutual Funds | — | — | $76K | 1.5% | |
| American Funds AMFDS EUROPACFC R6 N/R | Mutual Funds | — | — | $64K | 1.3% | |
| American Funds AMFDS AM BALNCD R6 N/R | Mutual Funds | — | — | $43K | 0.9% | |
| American Funds AMFDS INFL LKD BD R6 N/R | Mutual Funds | — | — | $35K | 0.7% | |
| Vanguard VNGRD INFO TECH ADML N/R | Mutual Funds | — | — | $27K | 0.5% | |
| Vanguard VNGRD LIFEST INCOME N/R 223 Vanguard VNGRD MDCP IDX ADML N/R 970 Vanguard VNGRD SM CP IDX ADML N/R | Common Collective Trusts | — | — | $23K | 0.4% | |
| American Funds AMFDS 2015 TDRF R6 N/R | Mutual Funds | — | — | $18K | 0.4% | |
| American Funds AMFDS NEW WORLD R6 N/R | Mutual Funds | — | — | $15K | 0.3% | |
| American Funds AMFDS BND FD AM R6 N/R | Mutual Funds | — | — | $10K | 0.2% | |
| s * American Funds AMFDS 2010 TDRF R6 N/R | Mutual Funds | — | — | $10K | 0.2% | |
| American Funds AMFDS US GVTSEC R6 N/R | Mutual Funds | — | — | $7K | 0.1% | |
| American Funds AMFDS CAPWLDBND R6 N/R | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard VNGRD HLTH CRE ADM N/R | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard VNGRD INDL IND ADML N/R | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard VNGRD EN IND ADML N/R | 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.
