Zach CAIN signed The Wireline Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Wireline Group, Inc.'s EIN is 87-0467486.
Download the official 2024 Form 5500 (PDF) for The Wireline Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Wireline Group, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $33K | — |
| NOVA 401(K) ASSOCIATES LP | 20-1181458 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM, LLC | 27-4011107 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement Blend 2040 | Other securities | — | — | $1.7M | 16.2% | |
| JPMorgan SmartRetirement Blend 2045 | Other securities | — | — | $1.5M | 13.7% | |
| JPMorgan SmartRetirement Blend 2050 | Other securities | — | — | $967K | 9.0% | |
| JPMorgan SmartRetirement Blend 2035 | Other securities | — | — | $863K | 8.0% | |
| AB Large Cap Growth | Other securities | — | — | $772K | 7.2% | |
| iShares S&P 500 Index | Common Collective Trusts | — | — | $630K | 5.9% | |
| JPMorgan SmartRetirement Blend 2025 | Other securities | — | — | $510K | 4.8% | |
| JPMorgan SmartRetirement Blend 2030 | Other securities | — | — | $454K | 4.2% | |
| JPMorgan SmartRetirement Blend 2055 | Other securities | — | — | $421K | 3.9% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $413K | 3.8% | |
| JPMorgan SmartRetirement Blend 2060 | Other securities | — | — | $363K | 3.4% | |
| Vanguard Mid-Cap Value Index Adm | Mutual Funds | — | — | $193K | 1.8% | |
| American Funds Washington Mutual | Mutual Funds | — | — | $189K | 1.8% | |
| JPMorgan Large Cap Value | Other securities | — | — | $164K | 1.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $158K | 1.5% | |
| American Funds SMALLCAP World | Mutual Funds | — | — | $140K | 1.3% | |
| Participant Loans | Participant loans | — | $136K | $136K | 1.3% | |
| Vanguard Mid-Cap Growth Index Adm | Mutual Funds | — | — | $122K | 1.1% | |
| Vanguard Small Cap Growth Index Adm | Mutual Funds | — | — | $117K | 1.1% | |
| American Fds American Balanced | Other securities | — | — | $111K | 1.0% | |
| JPMorgan SmartRetirement Blend Income | Other securities | — | — | $92K | 0.9% | |
| Invesco Global | Mutual Funds | — | — | $81K | 0.8% | |
| MFS International Intrinsic Value | Mutual Funds | — | — | $80K | 0.7% | |
| Vanguard Intermediate Term Treasury Ind Adm | Mutual Funds | — | — | $79K | 0.7% | |
| Invesco Growth and Income | Mutual Funds | — | — | $68K | 0.6% | |
| Vanguard High-Yield Corporate Adm | Mutual Funds | — | — | $64K | 0.6% | |
| JPMorgan SmartRetirement Blend 2065 | Other securities | — | — | $45K | 0.4% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $37K | 0.3% | |
| JPMorgan SmartRetirement Blend 2020 | Other securities | — | — | $36K | 0.3% | |
| Transamerica Stable Value Core Option | Stable Value | — | — | $34K | 0.3% | |
| Nuveen Bond Index | Mutual Funds | — | — | $34K | 0.3% | |
| Vanguard Total Intl Bond Index Adm | Mutual Funds | — | — | $31K | 0.3% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $30K | 0.3% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $27K | 0.3% | |
| DFA International Small Cap | Mutual Funds | — | — | $16K | 0.2% | |
| T. Rowe Price Value I | Other securities | — | — | $11K | 0.1% | |
| Schwab Treasury Infl Protection Secs | Mutual Funds | — | — | $11K | 0.1% | |
| Non-Interest Bearing Cash | Cash / Money Market | — | — | $10K | <0.1% | |
| Vanguard LifeStrategy Growth Inv | Mutual Funds | — | — | $9K | <0.1% | |
| American Fds Moderate Growth & Income | Other securities | — | — | $8K | <0.1% | |
| JPMorgan Small Cap Value | Other securities | — | — | $157 | <0.1% | |
| iShares MSCI EAFE International Index | Other securities | — | — | $6 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISORY PLAN |
| $38K |
| — |
