Jacob Kraus signed WICK Buildings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WICK Buildings, Inc.'s EIN is 90-0142264.
Download the official 2024 Form 5500 (PDF) for WICK Buildings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WICK Buildings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANCIS LLC | 90-0142264 | — | INVESTMENT ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RTMT 2030 I FD | Other securities | — | — | $3.5M | 24.1% | |
| T. ROWE PRICE RTMT 2020 I FD | Other securities | — | — | $1.7M | 11.5% | |
| T. ROWE PRICE RTMT 2040 I FD | Other securities | — | — | $1.6M | 11.1% | |
| T. ROWE PRICE RTMT 2050 I FD | Other securities | — | — | $1.3M | 9.1% | |
| T. ROWE PRICE RTMT 2010 I FD | Other securities | — | — | $1.3M | 9.0% | |
| Macquarie Emerging Markets R6 | Other securities | — | — | $890K | 6.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $826K | 5.6% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $826K | 5.6% | |
| GENEVA SM CP GWTH CIT FD C GREAT GRAY TRUST COMPANY · EIN 99-1247497 / PN 012 | Common Collective Trust | — | — | $823K | 5.6% | |
| PIMCO CommPLUS Strat Inst Fund | Mutual Funds | — | — | $727K | 5.0% | |
| DFA US Targeted Value I Fund | Mutual Funds | — | — | $455K | 3.1% | |
| Participant Loans | Participant loans | — | — | $332K | 2.3% | |
| JP Morgan Large Cap Gr R6 Fd | Other securities | — | — | $294K | 2.0% | |
| Dodge & Cox Stock X Fund | Mutual Funds | — | — | $268K | 1.8% | |
| GENEVA SM CP GWTH CIT FD C | Common Collective Trusts | — | — | $245K | 1.7% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | — | $179K | 1.2% | |
| T. ROWE PRICE RTMT 2060 I FD | Other securities | — | — | $69K | 0.5% | |
| Allspring Core Bond R6 Fd | Other securities | — | — | $27K | 0.2% |
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 |
|---|---|---|---|---|---|
| VRAKAS CPAS AND ADVISORS | 39-1453055 | — | ACCOUNTANT | $11K | — |
