Linda Eberly signed WDC Acquisition LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WDC Acquisition LLC's EIN is 82-4907031.
Download the official 2024 Form 5500 (PDF) for WDC Acquisition LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WDC Acquisition LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIES WEALTH ADVISORS | 46-1428191 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock Lfpth Indx 2050 K Fd | Other securities | — | $0 | $1.4M | 16.1% | |
| BlackRock Lfpth Indx 2055 K Fd | Other securities | — | $0 | $1.2M | 13.9% | |
| BAIRD CORE PLUS BOND I FUND | Other securities | — | $0 | $1.1M | 12.9% | |
| BlackRock Lfpth Indx 2030 K Fd | Other securities | — | $0 | $830K | 9.8% | |
| BlackRock Lfpth Indx 2045 K Fd | Other securities | — | $0 | $723K | 8.5% | |
| BlackRock Lfpth Indx 2035 K Fd | Other securities | — | $0 | $694K | 8.2% | |
| BlackRock Lfpth Indx 2040 K Fd | Other securities | — | $0 | $475K | 5.6% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $375K | 4.4% | |
| JP MORGAN LARGE CAP GR R6 FD | Other securities | — | $0 | $350K | 4.1% | |
| JP Morgan Sm Cp Growth R6 Fund | Other securities | — | $0 | $193K | 2.3% | |
| Large Cap Value R1 Fund | Other securities | — | $0 | $161K | 1.9% | |
| John Hancock Disc Val MC R6 Fd | Other securities | — | $0 | $139K | 1.6% | |
| Franklin Small Cap Value R6 Fd | Mutual Funds | — | $0 | $126K | 1.5% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $95K | 1.1% | |
| AM FDS AM HI-INC TRS R6 FUND | Common Stocks | — | $0 | $88K | 1.0% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | $0 | $85K | 1.0% | |
| BlackRock Lfpth Idx 2060 K Fd | Common Collective Trusts | — | $0 | $79K | 0.9% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $72K | 0.9% | |
| BlackRock Lfpth Idx 2065 K Fd | Common Collective Trusts | — | $0 | $68K | 0.8% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $39K | 0.5% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $36K | 0.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $36K | 0.4% | |
| BlackRock Lfpth Ind Rtrmt K Fd | Other securities | — | $0 | $32K | 0.4% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | $0 | $27K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
