Christian Browning signed Weisiger Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weisiger Group Inc.'s EIN is 93-2348456.
Download the official 2024 Form 5500 (PDF) for Weisiger Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weisiger Group 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $214K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | CONSULTANT | $98K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds AF TRGT DATE 2035 R6 | Mutual Funds | — | — | $28.5M | 17.1% | |
| American Funds AF TRGT DATE 2030 R6 | Mutual Funds | — | — | $22.7M | 13.6% | |
| American Funds AF TRGT DATE 2040 R6 | Mutual Funds | — | — | $14.8M | 8.9% | |
| American Funds AF TRGT DATE 2045 R6 | Mutual Funds | — | — | $14.0M | 8.4% | |
| American Funds AF TRGT DATE 2025 R6 | Mutual Funds | — | — | $12.9M | 7.7% | |
| American Funds AF TRGT DATE 2050 R6 | Mutual Funds | — | — | $11.7M | 7.0% | |
| American Funds AF TRGT DATE 2055 R6 | Mutual Funds | — | — | $10.6M | 6.4% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $9.7M | 5.8% | |
| American Funds AF TRGT DATE 2060 R6 | Mutual Funds | — | — | $9.1M | 5.5% | |
| J P. Morgan JPM LG CAP GROWTH R6 | Other securities | — | — | $8.8M | 5.3% | |
| JH DISCPL VALUE R6 | Other securities | — | — | $2.9M | 1.7% | |
| Participant Loans*** * Participants 4.25% to 9.50%; maturing through 2028 | Bonds / Notes | — | — | $2.7M | 1.6% | |
| American Funds AF TRGT DATE 2020 R6 | Mutual Funds | — | — | $2.5M | 1.5% | |
| New York Life NYL Anchor Account (A) | Pooled Separate Accounts | — | — | $2.2M | 1.3% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $2.2M | 1.3% | |
| MFS MID CAP GRTH R6 | Mutual Funds | — | — | $1.7M | 1.0% | |
| American Funds AF TRGT DATE 2065 R6 | Mutual Funds | — | — | $1.6M | 1.0% | |
| American Funds AF TRGT DATE 2015 R6 | Mutual Funds | — | — | $1.6M | 0.9% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $1.3M | 0.8% | |
| T. Rowe Price TRP QM US SMCP GR I | Mutual Funds | — | — | $1.3M | 0.8% | |
| Fidelity FID EXTD MKT IDX | Common Collective Trusts | — | — | $1.3M | 0.8% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $1.1M | 0.7% | |
| Fidelity FID TOTAL INTL IDX | Common Collective Trusts | — | — | $954K | 0.6% | |
| American Funds AF EUROPAC GROWTH R6 | Mutual Funds | — | — | $951K | 0.6% | |
| Fidelity FID TOTAL BOND K6 | Mutual Funds | — | — | $786K | 0.5% | |
| American Funds AS SPL SM CAP VAL R6 18,244.419 | Mutual Funds | — | $18K | $734K | 0.4% | |
| American Funds AF TRGT DATE 2010 R6 | Mutual Funds | — | — | $406K | 0.2% | |
| Fidelity FID GOVT MMKT | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
