Kenitra Johnson signed Wellmore, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wellmore, Inc.'s EIN is 06-0669107.
Download the official 2023 Form 5500 (PDF) for Wellmore, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Wellmore, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CT | RECORDKEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH BROTHERS FINANCIAL LLC | — | GLASTONBURY, CT | INVESTMENT ADVISOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2025 Inst N/R | Mutual Funds | — | — | $1.6M | 17.3% | |
| Nuveen Lifecycle Index 2045 Inst N/R | Mutual Funds | — | — | $1.0M | 11.1% | |
| Vanguard Wellesley Income Adm N/R | Mutual Funds | — | — | $1.0M | 10.9% | |
| Nuveen Lifecycle Index 2015 Inst N/R | Mutual Funds | — | — | $912K | 9.6% | |
| Nuveen Lifecycle Index 2050 Inst N/R | Mutual Funds | — | — | $887K | 9.4% | |
| Nuveen Lifecycle Index 2035 Inst N/R | Mutual Funds | — | — | $794K | 8.4% | |
| Nuveen Lifecycle Index 2040 Inst N/R | Mutual Funds | — | — | $753K | 8.0% | |
| Nuveen Lifecycle Index 2030 Inst N/R | Mutual Funds | — | — | $611K | 6.4% | |
| Nuveen Lifecycle Index 2020 Inst N/R | Mutual Funds | — | — | $464K | 4.9% | |
| Nuveen Lifecycle Index 2055 Inst N/R | Mutual Funds | — | — | $380K | 4.0% | |
| * Key Guaranteed Guranteed Income Fund N/R | Guaranteed Income / GIC | — | — | $113K | 1.2% | |
| Nuveen Lifecycle Index 2010 Inst N/R | Mutual Funds | — | — | $85K | 0.9% | |
| American Funds New Perspective R6 N/R | Mutual Funds | — | — | $59K | 0.6% | |
| Notes Receivable from Participants * Interest rates: 4.25% to 9.50% $0 | Bonds / Notes | — | — | $56K | 0.6% | |
| Vanguard High-Yield Corporate Adm N/R | Mutual Funds | — | — | $47K | 0.5% | |
| Nuveen Lifecycle Index Ret Inc Inst N/R | Mutual Funds | — | — | $41K | 0.4% | |
| Nuveen Lifecycle Index 2060 Inst N/R | Mutual Funds | — | — | $15K | 0.2% | |
| Vanguard Mid-Cap Value Index Adm N/R | Mutual Funds | — | — | $12K | 0.1% | |
| Vanguard 500 Index Admiral N/R | Common Collective Trusts | — | — | $12K | 0.1% | |
| John Hancock US Growth R6 N/R | Other securities | — | — | $11K | 0.1% | |
| Vanguard Small Cap Value Index Admiral N/R | Mutual Funds | — | — | $10K | 0.1% | |
| Vanguard Balance Index Admiral N/R | Mutual Funds | — | — | $7K | <0.1% | |
| Delaware Ivy Systematic Emerging Market EQ R6 N/R 311 T.Rowe Price Mid Cap GR Inst N/R | Other securities | — | — | $5K | <0.1% | |
| J.P. Morgan Small Cap Growth R6 N/R | Other securities | — | — | $5K | <0.1% | |
| Vanguard Small Cap Index Adm N/R | Mutual Funds | — | — | $5K | <0.1% | |
| John Hancock Bond R6 N/R 1 John Hancock Strategic Income Opps R6 N/R | Other securities | — | — | $4K | <0.1% | |
| Vanguard Equity Income Admiral N/R | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Extended Market Index Admiral N/R | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard International Growth Adm N/R | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds American Balanced R6 N/R | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Total Bond Market Index Admiral N/R 54 Vanguard Total Intl Stock Index Admiral N/R | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS INC | — | FARMINGTON, CT | CONTRACT ADMIN | $5K | — |
