Sonya Crouch signed WCF Mutual Insurance Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WCF Mutual Insurance Co.'s EIN is 87-0407018.
Download the official 2024 Form 5500 (PDF) for WCF Mutual Insurance Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WCF Mutual Insurance Co.'s plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fid Freedom 2040 K6 Mutual Fund N/A | Mutual Funds | — | — | $2.8M | 13.7% | |
| Fid Freedom 2055 K6 Mutual Fund N/A | Mutual Funds | — | — | $2.5M | 12.5% | |
| Fid Freedom 2045 K6 Mutual Fund N/A | Mutual Funds | — | — | $2.5M | 12.2% | |
| Fid 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $2.0M | 9.7% | |
| Fid Freedom 2050 K6 Mutual Fund N/A | Mutual Funds | — | — | $2.0M | 9.7% | |
| s (continued) * Fid Freedom 2035 K6 Mutual Fund N/A | Mutual Funds | — | — | $1.8M | 9.0% | |
| Fid Freedom 2060 K6 Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 7.3% | |
| Fid Freedom 2030 K6 Mutual Fund N/A | Mutual Funds | — | — | $1.2M | 6.2% | |
| PIF DVRSD REAL AST I Mutual Fund N/A 34 * Alger Cap Apprec Z Mutual Fund N/A | Other securities | — | — | $597K | 2.9% | |
| Fid Freedom 2025 K6 Mutual Fund N/A | Mutual Funds | — | — | $546K | 2.7% | |
| Fid Freedom 2065 K6 Mutual Fund N/A | Mutual Funds | — | — | $467K | 2.3% | |
| Various maturity dates and * Participant loans interest rates of 4.50% - 9.50% $0 | Bonds / Notes | — | — | $419K | 2.1% | |
| Fid Mid Cap Idx Mutual Fund N/A | Common Collective Trusts | — | — | $260K | 1.3% | |
| CALV US LG CP GRI I Mutual Fund N/A | Other securities | — | — | $257K | 1.3% | |
| Fid SM Cap Idx Mutual Fund N/A | Common Collective Trusts | — | — | $170K | 0.8% | |
| JPM Equity Income R6 Mutual Fund N/A | Other securities | — | — | $162K | 0.8% | |
| CRLN E Mid Cap Gr R6 Mutual Fund N/A | Other securities | — | — | $136K | 0.7% | |
| Victory S Est Val R6 Mutual Fund N/A | Other securities | — | — | $108K | 0.5% | |
| J H Triton N Mutual Fund N/A | Other securities | — | — | $99K | 0.5% | |
| PGIM Total RTN BD R6 Mutual Fund N/A | Other securities | — | — | $95K | 0.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $89K | 0.4% | |
| Fid Freedom 2015 K6 Mutual Fund N/A - * Fid Freedom 2020 K6 Mutual Fund N/A | Mutual Funds | — | — | $79K | 0.4% | |
| Fid Intl Index Mutual Fund N/A | Mutual Funds | — | — | $76K | 0.4% | |
| AB STN GLB THMTC I Mutual Fund N/A 75 Templeton Foreign R6 Mutual Fund N/A | Mutual Funds | — | — | $61K | 0.3% | |
| AF Europac Growth R6 Mutual Fund N/A | Other securities | — | — | $52K | 0.3% | |
| CALV US LG CP CRI R6 Mutual Fund N/A | Mutual Funds | — | — | $52K | 0.3% | |
| AB US LARGE CAP GR U GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $49K | 0.2% | |
| DFA US Target Val I Mutual Fund N/A | Mutual Funds | — | — | $44K | 0.2% | |
| Fid Freedom 2010 K6 Mutual Fund N/A | Mutual Funds | — | — | $40K | 0.2% | |
| Pif Real Est Sec IS Mutual Fund N/A | Other securities | — | — | $40K | 0.2% | |
| Fid US Bond IDX Mutual Fund N/A | Common Collective Trusts | — | — | $39K | 0.2% | |
| PUTN LRG CP VAL II U GREAT GRAY TRUST COMPANY, LLC · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $28K | 0.1% | |
| Invs Develop Mkt Y Mutual Fund N/A | Other securities | — | — | $10K | <0.1% | |
| Fid Freedom 2070 K6 Mutual Fund N/A | Mutual Funds | — | — | $2K | <0.1% | |
| PGIM TOT RET BOND U GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $70 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
