Maeghan Borrego signed Westminster Village, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westminster Village, Inc.'s EIN is 86-0424020.
Download the official 2024 Form 5500 (PDF) for Westminster Village, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westminster Village, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | NONE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SVCS., LLC | 81-3968784 | CLEVELAND, OH | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 34 Vanguard Vngrd Trgt Rtrmt Inc | Mutual Funds | — | — | $973K | 25.3% | |
| 28 Vanguard Vngrd Trgt Rtrmt 2040 Inv | Mutual Funds | — | — | $406K | 10.6% | |
| 26 Vanguard Vngrd Trgt Rtrmt 2030 Inv | Mutual Funds | — | — | $310K | 8.1% | |
| 32 Vanguard Vngrd Trgt Rtrmt 2060 Inv | Mutual Funds | — | — | $295K | 7.7% | |
| 25 Vanguard Vngrd Trgt Rtrmt 2025 Inv | Mutual Funds | — | — | $279K | 7.3% | |
| 24 Vanguard Vngrd Trgt Rtrmt 2020 Inv | Mutual Funds | — | — | $220K | 5.7% | |
| Participant Loans Interest Rates Ranging from 3.25% to 9.50% | Bonds / Notes | — | — | $208K | 5.4% | |
| 30 Vanguard Vngrd Trgt Rtrmt 2050 Inv | Mutual Funds | — | — | $201K | 5.2% | |
| 35 Vanguard Vngrd Val Indx Adml | Mutual Funds | — | — | $143K | 3.7% | |
| 11 Virtus NFJ Intl Val Inst ** 353 12 Vanguard Vngrd 500 Index Fd AS | Common Collective Trusts | — | — | $136K | 3.5% | |
| 27 Vanguard Vngrd Trgt Rtrmt 2035 Inv | Mutual Funds | — | — | $128K | 3.3% | |
| 29 Vanguard Vngrd Trgt Rtrmt 2045 Inv | Mutual Funds | — | — | $119K | 3.1% | |
| 1 American Beacon Ab Lgcap Gr Z | Other securities | — | — | $117K | 3.0% | |
| 31 Vanguard Vngrd Trgt Rtrmt 2055 Inv | Mutual Funds | — | — | $95K | 2.5% | |
| 8 Franklin Fnkln Tmp Global Bond ** 473 9 Legg M ason LeggM WstrAs CorPlsBd IS | Mutual Funds | — | — | $44K | 1.1% | |
| 5 *Nationwide BOA-INDEXED FIXED | Other securities | — | — | $30K | 0.8% | |
| 17 Vanguard Vngrd M dCap Gr Indx Inv | Mutual Funds | — | — | $22K | 0.6% | |
| 22 Vanguard Vngrd Smcap Gr Indx Adml | Mutual Funds | — | — | $20K | 0.5% | |
| 7 Fidelity Fid Ttl Intl Indx | Mutual Funds | — | — | $13K | 0.3% | |
| 6 Federated Government Obligations Fund | Other securities | — | — | $12K | 0.3% | |
| 19 Vanguard Vngrd M id-Cap Idx Fd AS | Common Collective Trusts | — | — | $12K | 0.3% | |
| 16 Vanguard Vngrd Intl Gr Inv | Mutual Funds | — | — | $8K | 0.2% | |
| 2 American Beacon AmBcn SmCap Val R6 | Other securities | — | — | $7K | 0.2% | |
| 23 Vanguard Vngrd SmCap Val Indx Inv | Mutual Funds | — | — | $7K | 0.2% | |
| 13 Vanguard Vngrd Eq Inc Adml | Mutual Funds | — | — | $6K | 0.2% | |
| 18 Vanguard Vngrd M dCap Val Indx Inv | Mutual Funds | — | — | $6K | 0.1% | |
| 3 American Century AmCent M dCap Val Inst | Other securities | — | — | $5K | 0.1% | |
| 33 Vanguard Vngrd Trgt Rtrmt 2065 Inv | Mutual Funds | — | — | $4K | <0.1% | |
| 20 Vanguard Vngrd RealEst Indx Adml | Mutual Funds | — | — | $3K | <0.1% | |
| 10 PIM CO PIM CO Real Rtn Inst | Common Stocks | — | — | $3K | <0.1% | |
| 4 BlackRock BlkRk Hi Yld Bd Port BlkRk | Other securities | — | — | $3K | <0.1% | |
| 21 Vanguard Vngrd SmCap Indx Fd AS | Mutual Funds | — | — | $2K | <0.1% | |
| 14 Vanguard Vngrd Explr Adml ** 147 15 Vanguard Vngrd Gr Indx Adml | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | 31-1582098 | CHICAGO, IL | NONE | $4K | — |
