DAVE Wittwer signed Wittwer, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wittwer, Inc.'s EIN is 87-0365729.
Download the official 2024 Form 5500 (PDF) for Wittwer, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wittwer, Inc.'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC ERISA CONSULTANTS LLC | — | SAINT PAUL, MN | THIRD PARTY ADMINISTRATO | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VOYA SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $12.8M | 96.0% | |
| Nuveen Lifecycle Idx 2030 J Pooled separate accounts | Pooled Separate Accounts | — | — | $2.2M | 16.7% | |
| Nuveen Lifecycle Idx 2035 J Pooled separate accounts | Pooled Separate Accounts | — | — | $1.7M | 12.9% | |
| Schwab S&P 500 Index Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $1.5M | 11.0% | |
| Nuveen Lifecycle Idx 2045 J Pooled separate accounts | Pooled Separate Accounts | — | — | $1.3M | 9.6% | |
| Schwab Total Stock Mrkt Ind Fd Pooled separate accounts | Pooled Separate Accounts | — | — | $840K | 6.3% | |
| Nuveen Lifecycle Idx 2050 J Pooled separate accounts | Pooled Separate Accounts | — | — | $714K | 5.4% | |
| Nuveen Lifecycle Idx 2025 J Pooled separate accounts | Pooled Separate Accounts | — | — | $623K | 4.7% | |
| Nuveen Lifecycle Idx 2040 J Pooled separate accounts | Pooled Separate Accounts | — | — | $572K | 4.3% | |
| Nuveen Lifecycle Idx 2055 J Pooled separate accounts | Pooled Separate Accounts | — | — | $510K | 3.8% | |
| Nuveen Lifecycle Idx 2060 J Pooled separate accounts | Pooled Separate Accounts | — | — | $468K | 3.5% | |
| Nuveen Lifecycle Idx 2010 J Pooled separate accounts ** 891 Nuveen Lifecycle Idx 2015 J Pooled separate accounts ** 19 Nuveen Lifecycle Idx 2020 J Pooled separate accounts | Pooled Separate Accounts | — | — | $321K | 2.4% | |
| JPMorgan LgCp Grw Fnd R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $278K | 2.1% | |
| Large Cap Value Fund R1 Pooled separate accounts | Pooled Separate Accounts | — | — | $262K | 2.0% | |
| Victory Core Pl Inter Bnd R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $251K | 1.9% | |
| Participant loans Participant loans secured by participant's vested accrued benefit. Interest rate varies from 5.25% to 10.50% - | Bonds / Notes | — | — | $235K | 1.8% | |
| Vangrd LifeStrat Grw Fd Inv Pooled separate accounts | Pooled Separate Accounts | — | — | $218K | 1.6% | |
| Nuveen Lifecycle Idx 2065 J Pooled separate accounts | Pooled Separate Accounts | — | — | $206K | 1.5% | |
| Amer Fnds New World Fund R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $152K | 1.1% | |
| Vangrd High-Yd Corp Fnd Adm Pooled separate accounts | Pooled Separate Accounts | — | — | $137K | 1.0% | |
| Nuveen Lifecycle Idx Ret Inc J Pooled separate accounts | Pooled Separate Accounts | — | — | $130K | 1.0% | |
| Vangrd LifeStrat Inc Fd Inv Pooled separate accounts ** 306 Vangrd Mid-Cap Vl Indx Fnd Adm Pooled separate accounts | Pooled Separate Accounts | — | — | $102K | 0.8% | |
| Schwab Small-Cap Index Fd Pooled separate accounts | Pooled Separate Accounts | — | — | $98K | 0.7% | |
| Voya Fixed Account (4450) Insurance contract | Other securities | — | — | $95K | 0.7% | |
| Nuveen Intl Eq Ind Fd R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $84K | 0.6% | |
| Lord Abbett Shrt Dur Inc Fd R6 Pooled separate accounts | Pooled Separate Accounts | — | — | $54K | 0.4% | |
| Holding account Cash | Cash / Money Market | — | — | $49K | 0.4% | |
| Voya Gv Mny Mkt F A (Hld Acct) Pooled separate accounts | Pooled Separate Accounts | — | — | $48K | 0.4% | |
| Vangrd Balanced Index Fnd Adm Pooled separate accounts | Pooled Separate Accounts | — | — | $21K | 0.2% |
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 |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SERVICE PROVIDER | $0 | — |
