Catherine Timmons signed Wind Creek Bethlehem, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wind Creek Bethlehem, LLC's EIN is 83-3709270.
Download the official 2022 Form 5500 (PDF) for Wind Creek Bethlehem, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Wind Creek Bethlehem, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $127K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | INVESTMENT ADVISORY | $56K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH IDX+ MOD 2035 I1 WILMINGTON TRUST · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $7.2M | 16.8% | |
| FLEXPATH IDX+ MOD 2025 I1 WILMINGTON TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $6.9M | 16.0% | |
| FLEXPATH IDX+ MOD 2045 I1 WILMINGTON TRUST · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $6.8M | 15.8% | |
| FLEXPATH IDX+ MOD 2055 I1 WILMINGTON TRUST · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $5.7M | 13.3% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $4.5M | 10.6% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.3M | 7.7% | |
| to 7.50%; various maturity dates | Bonds / Notes | — | — | $1.5M | 3.5% | |
| JP Morgan Large Cap Gr R6 Mutual Fund | Other securities | — | — | $1.4M | 3.3% | |
| FLEXPATH IDX+ MOD RETIRE I1 WILMINGTON TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $954K | 2.2% | |
| FLEXPATH IDX+ AGG 2055 I1 WILMINGTON TRUST · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $476K | 1.1% | |
| Fidelity Mid CP Index Fund Mutual Fund | Common Collective Trusts | — | — | $442K | 1.0% | |
| FLEXPATH IDX+ AGG 2025 I1 WILMINGTON TRUST · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $422K | 1.0% | |
| Fed Hrmes Kaufmann Sm Cap Inst Mutual Fund | Other securities | — | — | $368K | 0.9% | |
| FLEXPATH IDX+ AGG 2045 I1 WILMINGTON TRUST · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $319K | 0.7% | |
| Victory Sycamore Est Val R6 Fd Mutual Fund | Other securities | — | — | $303K | 0.7% | |
| Fidelity Sm Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $277K | 0.6% | |
| Allspring Core Plus Bond R6 Mutual Fund | Other securities | — | — | $265K | 0.6% | |
| Inv Glbl Opp R6 Fd Mutual Fund | Other securities | — | — | $221K | 0.5% | |
| FLEXPATH IDX+ AGG 2035 I1 WILMINGTON TRUST · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $219K | 0.5% | |
| Principal Re Secs R6 Fund Mutual Fund | Other securities | — | — | $213K | 0.5% | |
| Vgd Infl-Prot Sec Adm Fund Mutual Fund | Other securities | — | — | $184K | 0.4% | |
| Schwab Funds Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $165K | 0.4% | |
| Fidelity International Idx Fd Mutual Fund | Common Collective Trusts | — | — | $144K | 0.3% | |
| American Century Emerg Mkts R6 Mutual Fund | Other securities | — | — | $143K | 0.3% | |
| FLEXPATH IDX+ AGG RETIRE I1 WILMINGTON TRUST · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $132K | 0.3% | |
| Pioneer Select Mid Cap Gr K Fd Mutual Fund | Other securities | — | — | $130K | 0.3% | |
| Pimco Income Institutional Fd Mutual Fund | Mutual Funds | — | — | $110K | 0.3% | |
| Victory Syca Sm Co Opp R6 Fund Mutual Fund | Common Stocks | — | — | $106K | 0.2% | |
| FLEXPATH IDX+ CON 2055 I1 WILMINGTON TRUST · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $22K | <0.1% | |
| FLEXPATH IDX+ CON 2025 I1 WILMINGTON TRUST · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $12K | <0.1% | |
| FLEXPATH IDX+ CON RETIRE I1 WILMINGTON TRUST · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH IDX+ CON 2035 I1 WILMINGTON TRUST · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $353 | <0.1% | |
| FLEXPATH IDX+ CON 2045 I1 WILMINGTON TRUST · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $0 | <0.1% |
