Karen Corley signed Woolf Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Woolf Holdings, LLC's EIN is 99-3807950.
Download the official 2024 Form 5500 (PDF) for Woolf Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Woolf Holdings, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $28K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DS INVESTMENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 14.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 13.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.0M | 9.7% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $727K | 6.7% | |
| FRANKLIN DYNATECH FUND R6 | Registered Investment Companies | — | — | $561K | 5.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $517K | 4.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $431K | 4.0% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $403K | 3.7% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $330K | 3.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $328K | 3.0% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $308K | 2.9% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $308K | 2.9% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $295K | 2.7% | |
| PIMCO INCOME ADMIN | Registered Investment Companies | — | — | $282K | 2.6% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $275K | 2.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $270K | 2.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $225K | 2.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $225K | 2.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $210K | 1.9% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $188K | 1.7% | |
| COHEN & STEERS REAL EST SEC I | Registered Investment Companies | — | — | $167K | 1.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $146K | 1.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $130K | 1.2% | |
| AMERFUNDS 2065 TARG DATERET R6 988 REGISTERED INVESTMENT COMPANY BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $118K | 1.1% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $112K | 1.0% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $19K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 87-4233743 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $9K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PORTE BROWN LLC | 36-2663358 | — | ACCOUNTANT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSPERA FINANCIAL SERVICES, INC | 75-1832551 | — | INVESTMENT/FINANCIAL ADVI | $51K | — |
