Melissa Pursley signed WP Holdco LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WP Holdco LLC's EIN is 90-1256488.
Download the official 2023 Form 5500 (PDF) for WP Holdco LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)WP Holdco LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| EMPOWER ANNUITY INSUR CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STIFEL NICOLAUS & CO INC |
| — |
| ST LOUIS, MO |
| INVESTMENT ADVISOR |
| $18K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLANNING CONSULTANTS INC | 85-0402842 | ALBUQUERQUE, NM | CONTRACT ADMIN | $2K | — |