LISA Levenger signed Wasatch Property Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wasatch Property Management, Inc.'s EIN is 87-0484108.
Download the official 2024 Form 5500 (PDF) for Wasatch Property Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wasatch Property Management, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $60K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RETIRE FD 2040I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $4.5M | 12.7% | |
| SCHWAB INDEXED RETIRE FD 2045 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $4.1M | 11.6% | |
| Empower Trust Company LLC State Street Aggregate Bond Index | Common Stocks | — | — | $3.9M | 11.2% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $3.9M | 11.1% | |
| SCHWAB INDEXED RETIRE FD 2050 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $3.3M | 9.3% | |
| SCHWAB INDEXED RETIRE FD 2035 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $2.9M | 8.3% | |
| Empower Trust Company LLC Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.7M | 7.6% | |
| Empower Trust Company LLC Fidelity Total International Index | Mutual Funds | — | — | $2.1M | 5.9% | |
| SCHWAB INDEXED RETIRE TR FD 2060 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $1.4M | 4.1% | |
| SCWHAB INDEXED RETIRE TR FD 2055 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $1.3M | 3.7% | |
| Fixed Annuities * Empower Trust Company LLC EI Fixed Account - Series Class VI | Common Stocks | — | — | $1.3M | 3.7% | |
| Loans * Participant Loans | Participant loans | — | — | $721K | 2.1% | |
| Empower Trust Company LLC State Street Small/Mid Cap Equity Index | Common Collective Trusts | — | — | $566K | 1.6% | |
| BLACKROCK DEVELOPED REAL ESTATE 1 BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 20-3802223 / PN 000 | Common Collective Trust | — | — | $426K | 1.2% | |
| BLACKROCK US TIPS INDEX 1 BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 38-4116835 / PN 000 | Common Collective Trust | — | — | $390K | 1.1% | |
| Empower Trust Company LLC Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $327K | 0.9% | |
| LARGE CAP GRTH FUND III WILMINGTON TRUST, N.A. · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $201K | 0.6% | |
| Empower Trust Company LLC Fidelity Long Term Treasury Bond Index | U.S. Treasuries | — | — | $169K | 0.5% | |
| Empower Trust Company LLC Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $157K | 0.4% | |
| Empower Trust Company LLC Nuveen Real Estate Securities Select | Mutual Funds | — | — | $145K | 0.4% | |
| CORE BOND T1 WILMINGTON TRUST, N.A. · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $114K | 0.3% | |
| LARGE CP VALUE I1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $104K | 0.3% | |
| SCHWAB INDEXED RETIRE TR FD 2025 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $95K | 0.3% | |
| INTNL GROWTH FUND II CLASS I1 WILMINGTON TRUST, N.A. · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $89K | 0.3% | |
| s * Empower Trust Company LLC Empower Multi-Sector Bond Inst | Mutual Funds | — | — | $62K | 0.2% | |
| SMALL CAP VALUE FUND II CL I1 WILMINGTON TRUST, N.A. · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $47K | 0.1% | |
| SCHWAB INDEXED RETIRE TR FD 2030 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $43K | 0.1% | |
| SCHWAB INDEXED RETIRE TR FD 2015 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $30K | <0.1% | |
| BLACKROCK LONG TERM CREDIT FS C1 6 GREAT GRAY · EIN 99-1781192 / PN 001 | Common Collective Trust | — | — | $25K | <0.1% | |
| SMALL CAP GROWTH I1 WILMINGTON TRUST, N.A. · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $24K | <0.1% | |
| SCHWAB INDEXED RETIRE TR FD 2010 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $18K | <0.1% | |
| MID CAP VALUE I1 WILMINGTON TRUST, N.A. · EIN 38-4139852 / PN 000 | Common Collective Trust | — | — | $18K | <0.1% | |
| FIXED INCOME ALLOCATION I1 WILMINGTON TRUST, N.A. · EIN 38-4126269 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 1000 INDEX 1 BLACKFROCK FUNDS - COLLECTIVE TRUSTS · EIN 38-4065314 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK MSCI ACWI EX-US INDEX R WILMINGTON TRUST, N.A. · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R WILMINGTON TRUST, N.A. · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCWHAB INDEXED RETIRE TR FD 2020 I CHARLES SCHWAB & COMPANY · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| DWC ERISA CONSULTANTS LLC | — | ST PAUL, MN | CONTRACT ADMIN | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POULSEN VANLEUVEN & CATMULL PA | — | BURLEY, ID | AUDITOR | $20K | — |
