Sheri L. Renas signed WAND Newco 3, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WAND Newco 3, Inc.'s EIN is 83-2856885.
Download the official 2024 Form 5500 (PDF) for WAND Newco 3, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WAND Newco 3, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $1.2M | — |
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| L SCOTT AUSTIN PLLC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Premier | Mutual Funds | — | — | $87.3M | 10.1% | |
| Fidelity Freedom Index 2035 Premier | Mutual Funds | — | — | $85.8M | 10.0% | |
| Fidelity Freedom Index 2045 Premier | Mutual Funds | — | — | $84.4M | 9.8% | |
| Fidelity Freedom Index 2040 Premier | Mutual Funds | — | — | $74.6M | 8.7% | |
| Fidelity Freedom Index 2030 Premier | Mutual Funds | — | — | $69.7M | 8.1% | |
| Fidelity Freedom Index 2055 Premier | Mutual Funds | — | — | $68.8M | 8.0% | |
| Fidelity Freedom Index 2060 Premier | Mutual Funds | — | — | $48.1M | 5.6% | |
| Northern Trust S&P 500 Index NL Tier 4 | Common Collective Trusts | — | — | $46.2M | 5.4% | |
| NT COL S&P 500 IDX FD - DC - NL - 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $46.2M | 5.4% | |
| Notes receivable from participants | Other securities | — | — | $43.2M | 5.0% | |
| Fidelity Freedom Index 2025 Premier | Mutual Funds | — | — | $40.0M | 4.6% | |
| MORLEY STABLE VALUE CL 20-II MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $28.3M | 3.3% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $26.5M | 3.1% | |
| Fidelity Freedom Index 2065 Premier | Mutual Funds | — | — | $21.7M | 2.5% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $21.1M | 2.5% | |
| Fidelity International Index | Mutual Funds | — | — | $16.0M | 1.9% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $14.8M | 1.7% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $14.7M | 1.7% | |
| NT COL AGG BOND INDEX FUND - NL - 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $14.3M | 1.7% | |
| Northern Trust S&P 400 Index NL Tier 4 | Other securities | — | — | $9.8M | 1.1% | |
| NT COL S&P 400 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $9.8M | 1.1% | |
| Fidelity Freedom Index 2020 Premier | Mutual Funds | — | — | $8.5M | 1.0% | |
| Northern Trust Russell 2000 Index NL Tier 4 | Common Collective Trusts | — | — | $7.0M | 0.8% | |
| NT COL R2000 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $7.0M | 0.8% | |
| Victory Sycamore Established Value R6 | Other securities | — | — | $6.8M | 0.8% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $5.1M | 0.6% | |
| Macquarie Mid Cap Growth R6 | Other securities | — | — | $5.0M | 0.6% | |
| MFS New Discovery Value R6 | Mutual Funds | — | — | $4.9M | 0.6% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $2.2M | 0.3% | |
| Fidelity Freedom Index 2015 Premier | Mutual Funds | — | — | $1.5M | 0.2% | |
| Fidelity Freedom Index 2070 Premier | Mutual Funds | — | — | $689K | <0.1% | |
| Fidelity Freedom Index Income Premier | Mutual Funds | — | — | $522K | <0.1% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $405K | <0.1% | |
| Fidelity Freedom Index 2010 Premier | Mutual Funds | — | — | $140K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| NONE |
| $54K |
| — |
| CROWE LLP | 35-0921680 | — | NONE | $26K | — |
