WU YEE Childrens Services' EIN is 94-2387002.
Download the official 2024 Form 5500 (PDF) for WU YEE Childrens Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WU YEE Childrens Services' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO. | 35-0145825 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | NONE | — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO. · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $30.0M | 88.6% | |
| OneAmerica Vanguard 500 Index Adm | Common Collective Trusts | — | — | $3.7M | 10.8% | |
| OneAmerica Vanguard Trgt Retire 2040 Inv | Mutual Funds | — | — | $3.6M | 10.6% | |
| OneAmerica Vanguard Trgt Retire 2045 Inv | Mutual Funds | — | — | $3.0M | 9.0% | |
| OneAmerica Vanguard Trgt Retire 2050 Inv | Mutual Funds | — | — | $2.8M | 8.2% | |
| OneAmerica Vanguard Trgt Retire 2055 Inv | Mutual Funds | — | — | $2.3M | 6.9% | |
| OneAmerica Fidelity Adv Total Bond Z | Mutual Funds | — | — | $2.1M | 6.1% | |
| OneAmerica Vanguard Trgt Retire 2035 Inv | Mutual Funds | — | — | $1.9M | 5.6% | |
| OneAmerica Vanguard US Growth Adm | Mutual Funds | — | — | $1.7M | 5.0% | |
| OneAmerica Vanguard Trgt Retire 2060 Inv | Mutual Funds | — | — | $1.3M | 3.7% | |
| OneAmerica Vanguard Trgt Retire 2030 Inv | Mutual Funds | — | — | $1.2M | 3.6% | |
| OneAmerica Vanguard Trgt Retire 2025 Inv | Mutual Funds | — | — | $1.2M | 3.5% | |
| OneAmerica Amerfds American Mutual R6 | Other securities | — | — | $1.2M | 3.4% | |
| OneAmerica AUL Stable Value Account | Stable Value | — | — | $865K | 2.6% | |
| OneAmerica AUL Fixed Account | Other securities | — | — | $855K | 2.5% | |
| OneAmerica Amerfds Europac Grth R6 | Other securities | — | — | $674K | 2.0% | |
| OneAmerica Vanguard Small Cap Index Adm | Mutual Funds | — | — | $627K | 1.9% | |
| OneAmerica Amerfds Trgt Retire Inc Inv | Common Stocks | — | — | $544K | 1.6% | |
| OneAmerica Nuveen Large Cap Resp EQ R6 | Mutual Funds | — | — | $484K | 1.4% | |
| OneAmerica Blackrock Mid-Cap Gro Equity K | Other securities | — | — | $435K | 1.3% | |
| TIAA CREF Stock R1 | Mutual Funds | — | — | $397K | 1.2% | |
| OneAmerica Vanguard Trgt Ret 2020 Inv | Mutual Funds | — | — | $358K | 1.1% | |
| OneAmerica Nuveen Mid Cap Val 1 R6 | Mutual Funds | — | — | $332K | 1.0% | |
| TIAA CREF TIAA Traditional Non Benefit R | Mutual Funds | — | — | $265K | 0.8% | |
| TIAA CREF Growth R1 | Mutual Funds | — | — | $242K | 0.7% | |
| TIAA CREF Equity Index R1 | Common Collective Trusts | — | — | $185K | 0.5% | |
| OneAmerica Amerfds American Balanced R6 | Other securities | — | — | $142K | 0.4% | |
| TIAA CREF Global Equities R1 | Mutual Funds | — | — | $123K | 0.4% | |
| TIAA CREF Money Market R1 | Mutual Funds | — | — | $121K | 0.4% | |
| OneAmerica Vanguard Trgt Retire 2065 Inv | Mutual Funds | — | — | $113K | 0.3% | |
| OneAmerica Franklin Small Cap Growth R6 | Mutual Funds | — | — | $108K | 0.3% | |
| OneAmerica Vanguard Infl-Prot Secs Adm | Mutual Funds | — | — | $73K | 0.2% | |
| OneAmerica Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $71K | 0.2% | |
| OneAmerica Pgim High-Yield R6 | Other securities | — | — | $67K | 0.2% | |
| OneAmerica Franklin Small Cap Value R6 | Mutual Funds | — | — | $62K | 0.2% | |
| TIAA CREF Social Choice R1 | Mutual Funds | — | — | $46K | 0.1% | |
| TIAA CREF Core Bond R1 | Mutual Funds | — | — | $42K | 0.1% | |
| OneAmerica Amerfuds New Perspective R6 | Other securities | — | — | $39K | 0.1% | |
| OneAmerica Vanguard Emrg Mkts Stk Idx Adm | Common Collective Trusts | — | — | $15K | <0.1% | |
| OneAmerica Vanguard Dev Mkts Idx Adm | Common Collective Trusts | — | — | $14K | <0.1% | |
| TIAA CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
