Heidi Stone signed WTG Corporate Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WTG Corporate Services, LLC's EIN is 85-4142506.
Download the official 2024 Form 5500 (PDF) for WTG Corporate Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WTG Corporate Services, LLC's plan includes a 401(k) feature, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER MGMT | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFITS SEERVICES | — | CLEVELAND, OH | INV. ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVAN TRST MAT PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 268 | Common Collective Trust | — | — | $5.3M | 27.9% | |
| PUTNAM RETIREMENT ADVAN TRST 2025 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 268 | Common Collective Trust | — | — | $1.6M | 8.3% | |
| PUTNAM RETIREMENT ADVAN TRST 2030 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 262 | Common Collective Trust | — | — | $1.3M | 7.0% | |
| FIDELITY 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $1.1M | 5.6% | |
| PUTNAM RETIREMENT ADVAN TRST 2045 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 259 | Common Collective Trust | — | — | $1.0M | 5.4% | |
| KEY GUARANTEED PORTFOLIO FUND Fixed Annuity | Other securities | — | — | $853K | 4.5% | |
| PUTNAM RETIREMENT ADVAN TRST 2035 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 261 | Common Collective Trust | — | — | $830K | 4.3% | |
| NEUBERGER BERMAN LARGE CAP VALUE R6 Mutual Funds | Other securities | — | — | $783K | 4.1% | |
| FIDELITY TOTAL BOND K6 Mutual Funds | Mutual Funds | — | — | $730K | 3.8% | |
| 1KGPFX Key Guaranteed Portfolio Fund | Other securities | — | — | $717K | 3.7% | |
| PUTNAM RETIREMENT ADVAN TRST 2040 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 260 | Common Collective Trust | — | — | $669K | 3.5% | |
| FIDELITY ADVISOR SMALL CAP GROWTH Z Mutual Funds | Mutual Funds | — | — | $546K | 2.9% | |
| FIDELITY MID CAP INDEX Mutual Funds | Mutual Funds | — | — | $522K | 2.7% | |
| MFS INTERNATIONAL GROWTH R6 Mutual Funds | Mutual Funds | — | — | $521K | 2.7% | |
| PUTNAM RETIREMENT ADVAN TRST 2055 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $512K | 2.7% | |
| FIDELITY SMALL CAP INDEX Mutual Funds | Mutual Funds | — | — | $485K | 2.5% | |
| PUTNAM RETIREMENT ADVAN TRST 2060 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $317K | 1.7% | |
| AB LARGE CAP GROWTH Z Mutual Funds | Other securities | — | — | $298K | 1.6% | |
| PUTNAM RETIREMENT ADVAN TRST 2050 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 258 | Common Collective Trust | — | — | $272K | 1.4% | |
| FIDELITY TOTAL INTERNATIONAL INDEX Mutual Funds | Mutual Funds | — | — | $255K | 1.3% | |
| FIDELITY ADVISOR ENERGY Z Mutual Funds | Mutual Funds | — | — | $251K | 1.3% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 Mutual Funds | Mutual Funds | — | — | $244K | 1.3% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z Mutual Funds | Other securities | — | — | $147K | 0.8% | |
| MFS MID CAP GROWTH R6 Mutual Funds | Mutual Funds | — | — | $138K | 0.7% | |
| Forfeitures | Other securities | — | — | $136K | 0.7% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 Mutual Funds | Other securities | — | — | $130K | 0.7% | |
| AMERICAN CENTURY INFLATION ADJ BOND R6 Mutual Funds | Other securities | — | — | $118K | 0.6% | |
| DFA US TARGETED VALUE I Mutual Funds | Mutual Funds | — | — | $73K | 0.4% | |
| FIDELITY US BOND INDEX Mutual Funds | Mutual Funds | — | — | $47K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GALLAGHER BENEFIT SERVICES |
| — |
| CLEVELAND, OH |
| INVESTMENT ADVISOR |
| — |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIES & ASSOCIATES | — | AMARILLO, TX | CONTRACT ADMIN | $10K | — |
