Scott Reams signed WSRP Advisory, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WSRP Advisory, LLC's EIN is 99-0841184.
Download the official 2024 Form 5500 (PDF) for WSRP Advisory, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WSRP Advisory, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| EMPOWER ADVISORY GROUP, LL | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $12.7M | 85.1% | |
| [Assets held in common collective trust] | Other | — | — | $2.0M | 13.2% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.6M | 10.8% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $164K | 1.1% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $124K | 0.8% | |
| BLACKROCK U.S. TIPS INDEX 1 GREAT GRAY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $77K | 0.5% | |
| [Assets held in participant loans] | Other | — | — | $59K | 0.4% |
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC ERISA CONSULTANTS LLC | — | ST PAUL MN ST PAUL, MN | CONTRACT ADMIN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS COLEMAN & COMPANY LLP | — | RICHMOND, VA | AUDITOR | $14K | — |
