Workman Nydegger, P.C.'s EIN is 87-0406877.
Download the official 2024 Form 5500 (PDF) for Workman Nydegger, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Workman Nydegger, P.C.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | ADVISOR | $25K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund N/A | Common Collective Trusts | — | — | $6.1M | 8.3% | |
| FID FDM IDX 2040 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $5.5M | 7.5% | |
| Fid Contrafund K Mutual Fund N/A | Mutual Funds | — | — | $4.8M | 6.5% | |
| FID BLUE CHIP GR Mutual Fund N/A | Mutual Funds | — | — | $4.2M | 5.7% | |
| FID FDM IDX 2050 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $3.6M | 4.8% | |
| FID FDM IDX 2035 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $3.1M | 4.2% | |
| JPM Equity Income R6 Mutual Fund N/A | Other securities | — | — | $3.1M | 4.1% | |
| FID FDM IDX 2045 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $2.6M | 3.6% | |
| J H Glb Tech Innv T Mutual Fund N/A | Other securities | — | — | $2.1M | 2.9% | |
| Brokeragelink Mutual Fund N/A | Mutual Funds | — | — | $1.9M | 2.6% | |
| VANG TAX-MGD C A ADM Mutual Fund N/A | Other securities | — | — | $1.7M | 2.3% | |
| Vang Div Growth Inv Mutual Fund N/A | Other securities | — | — | $1.7M | 2.3% | |
| AF New Perspect R6 Mutual Fund N/A | Other securities | — | — | $1.7M | 2.3% | |
| TRP Cap Appreciation Mutual Fund N/A | Other securities | — | — | $1.6M | 2.2% | |
| JPM MID CAP GRTH R5 Mutual Fund N/A | Other securities | — | — | $1.6M | 2.1% | |
| FT BEHAV SM-CPEQ IS Mutual Fund N/A | Other securities | — | — | $1.5M | 2.0% | |
| Fid Low Priced Stk K Mutual Fund N/A | Mutual Funds | — | — | $1.3M | 1.8% | |
| Wasatch Core Gth Inv Mutual Fund N/A | Other securities | — | — | $1.3M | 1.7% | |
| HTFD S INTl STK SDR Mutual Fund N/A | Other securities | — | — | $1.2M | 1.7% | |
| Dodge & Cox Stock I Mutual Fund N/A | Mutual Funds | — | — | $1.2M | 1.6% | |
| FID SM CAP IDX Mutual Fund N/A | Common Collective Trusts | — | — | $1.1M | 1.6% | |
| Cash * Interest-bearing cash N/A | Cash / Money Market | — | — | $1.1M | 1.5% | |
| FID EXTD MKT IDX Mutual Fund N/A | Common Collective Trusts | — | — | $1.1M | 1.4% | |
| Baird Aggr Bond Inst Mutual Fund N/A | Other securities | — | — | $1.1M | 1.4% | |
| s (continued) * FID FDM IDX 2055 IPR Mutual Fund N/A | Mutual Funds | — | — | $1.1M | 1.4% | |
| FID FDM IDX 2030 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $1.0M | 1.4% | |
| Van Real Est Idx Adm Mutual Fund N/A | Common Collective Trusts | — | — | $977K | 1.3% | |
| FID INTL INDEX Mutual Fund N/A | Mutual Funds | — | — | $972K | 1.3% | |
| FID SEL HEALTHCARE Mutual Fund N/A | Mutual Funds | — | — | $967K | 1.3% | |
| Dodge & Cox Income Mutual Fund N/A | Mutual Funds | — | — | $962K | 1.3% | |
| Corporate stock Common stock Securities N/A | Common Stocks | — | — | $865K | 1.2% | |
| Vang Intl Growth Adm Mutual Fund N/A | Other securities | — | — | $834K | 1.1% | |
| VANG ENERGY IDX ADM Mutual Fund N/A | Common Collective Trusts | — | — | $828K | 1.1% | |
| Pimco Income Inst Mutual Fund N/A | Mutual Funds | — | — | $825K | 1.1% | |
| JH Dscpl Val Mdcp I Mutual Fund N/A | Other securities | — | — | $585K | 0.8% | |
| Fid Intl Growth Mutual Fund N/A | Mutual Funds | — | — | $500K | 0.7% | |
| s (continued) PGIM HIGH YIELD R6 Mutual Fund N/A | Mutual Funds | — | — | $490K | 0.7% | |
| FID FDM IDX 2025 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $446K | 0.6% | |
| Dodge & Cox GLB BD I Mutual Fund N/A | Mutual Funds | — | — | $443K | 0.6% | |
| FID FDM IDX 2010 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $440K | 0.6% | |
| FID STRATEGIC INCOME Mutual Fund N/A | Mutual Funds | — | — | $388K | 0.5% | |
| J H Enterprise N Mutual Fund N/A | Other securities | — | — | $382K | 0.5% | |
| FID MID CAP IDX Mutual Fund N/A | Common Collective Trusts | — | — | $303K | 0.4% | |
| Various maturity dates and * Participant loans interest rates of 4.25% - 9.50% | Bonds / Notes | — | — | $297K | 0.4% | |
| AF High Income R6 Mutual Fund N/A | Other securities | — | — | $281K | 0.4% | |
| FID FDM IDX 2060 IPR Mutual Fund N/A | Common Collective Trusts | — | — | $268K | 0.4% | |
| Um Behavioral Val R6 Mutual Fund N/A | Other securities | — | — | $268K | 0.4% | |
| AS SPL MID CP VAL R6 Mutual Fund N/A | Other securities | — | — | $266K | 0.4% | |
| TRP Financial SRVS I Mutual Fund N/A | Other securities | — | — | $258K | 0.3% | |
| Vt Intl Sm Cap I Mutual Fund N/A | Other securities | — | — | $248K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $5K |
| — |
