LORI Wadsworth signed Wadsworth Brothers Construction Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wadsworth Brothers Construction Co., Inc.'s EIN is 87-0484162.
Download the official 2024 Form 5500 (PDF) for Wadsworth Brothers Construction Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wadsworth Brothers Construction Co., Inc.'s plan includes profit-sharing, 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 | -$33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FA FREEDOM 2030 Z RIC | Other securities | — | $3.8M | $3.7M | 15.0% | |
| FID 500 INDEX RIC | Common Collective Trusts | — | $2.5M | $3.2M | 13.0% | |
| FA FREEDOM 2045 Z RIC | Other securities | — | $3.2M | $3.1M | 12.6% | |
| FA FREEDOM 2040 Z RIC | Other securities | — | $2.9M | $2.9M | 11.6% | |
| FA FREEDOM 2050 Z RIC | Other securities | — | $2.1M | $2.0M | 8.2% | |
| FA FREEDOM 2035 Z RIC | Other securities | — | $1.7M | $1.6M | 6.6% | |
| FA FREEDOM 2055 Z RIC | Other securities | — | $1.4M | $1.4M | 5.8% | |
| PARTICIPANT LOANS 4.25% - 9.50% - | Bonds / Notes | — | — | $1.3M | 5.5% | |
| FA FREEDOM 2060 Z RIC | Other securities | — | $1.3M | $1.3M | 5.3% | |
| FA FREEDOM 2015 Z RIC 9 FA FREEDOM 2020 Z RIC | Other securities | — | $996K | $953K | 3.9% | |
| FA FREEDOM 2025 Z RIC | Other securities | — | $966K | $924K | 3.8% | |
| FA FREEDOM 2065 Z RIC | Other securities | — | $709K | $695K | 2.8% | |
| value Held inside of accounts covered by Trustee Certification Statement FID GOVT MMKT DM Money market fund | Mutual Funds | — | $241K | $241K | 1.0% | |
| FID MID CAP IDX RIC | Common Collective Trusts | — | $165K | $216K | 0.9% | |
| FID SM CAP IDX RIC | Common Collective Trusts | — | $115K | $144K | 0.6% | |
| MFS INTL DIVRSN R3 RIC | Mutual Funds | — | $128K | $128K | 0.5% | |
| PIM LOW DUR INST RIC | Other securities | — | $116K | $111K | 0.5% | |
| VS EMERGING MKTS A RIC | Other securities | — | $120K | $106K | 0.4% | |
| FA TOTAL BOND A RIC | Other securities | — | $117K | $103K | 0.4% | |
| FID INTL INDEX RIC | Mutual Funds | — | $60K | $65K | 0.3% | |
| AF AMER MUTUAL R4 RIC 801 CBA LG CAP GR A RIC | Other securities | — | $43K | $47K | 0.2% | |
| MFS MID CAP GRTH R3 RIC | Mutual Funds | — | $34K | $45K | 0.2% | |
| FIDELITY CASH RESERVES Money market fund | Mutual Funds | — | $43K | $43K | 0.2% | |
| S & P 500 DEPOSITORY RECEIPT RIC | Common Collective Trusts | — | $18K | $38K | 0.2% | |
| J H TRITON S RIC | Other securities | — | $34K | $29K | 0.1% | |
| FID US BOND IDX RIC | Common Collective Trusts | — | $30K | $27K | 0.1% | |
| DIREXION SHS ETF TR :LARGE CAP BULL RIC | Common Stocks | — | $2K | $17K | <0.1% | |
| MFS MA INV TRUST R3 RIC | Mutual Funds | — | $16K | $15K | <0.1% | |
| ABF SM CAP VALUE A RIC | Other securities | — | $9K | $8K | <0.1% | |
| FA FREEDOM 2010 Z RIC | Other securities | — | $7K | $6K | <0.1% | |
| FA FREEDOM 2070 Z RIC 373 FA FREEDOM INC Z RIC | Common Stocks | — | $3K | $3K | <0.1% | |
| PROSHARES TR ULTRAPRO SHORT S RIC | Other securities | — | $36K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
