Melissa Woodhouse signed WP Citymd Bidco, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WP Citymd Bidco, LLC's EIN is 82-1318979.
Download the official 2023 Form 5500 (PDF) for WP Citymd Bidco, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)WP Citymd Bidco, LLC's plan includes a self-directed brokerage window, 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 | $813K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $23K | — |
| SHUFRO ROSE AND CO LLC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5390713 |
| — |
| CONSULTANT |
| $17K |
| — |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 41-2016508 | — | CONSULTANT | $9K | — |
