Jeremy Caldwell signed Wellsky Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wellsky Corporation's EIN is 11-2209324.
Download the official 2024 Form 5500 (PDF) for Wellsky Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wellsky Corporation'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $626K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $25.1M | 13.1% | |
| Schwab S&P 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $22.4M | 11.7% | |
| Principal Fixed Income Guarenteed Option Guaranteed Investment Contract | Stable Value | — | — | $20.4M | 10.7% | |
| Vanguard Equity Income Fund Mutual Fund | Mutual Funds | — | — | $20.3M | 10.6% | |
| Vanguard International Growth Fund Mutual Fund | Mutual Funds | — | — | $20.1M | 10.5% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $13.8M | 7.2% | |
| Vanguard Developed Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $11.3M | 5.9% | |
| Segall Bryant & Harrill Small Cap Growth Fund Mutual Fund | Other securities | — | — | $9.0M | 4.7% | |
| Vanguard Small-Cap Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.9M | 3.6% | |
| Vanguard Small-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.6M | 3.4% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.6M | 3.4% | |
| Vanguard Mid-Cap Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.1M | 3.2% | |
| Vanguard Inflation-Protected Securities Fund Mutual Fund | Mutual Funds | — | — | $5.9M | 3.1% | |
| Vanguard High-Yield Corporate Fund Mutual Fund | Mutual Funds | — | — | $4.8M | 2.5% | |
| American Funds New World Fund Mutual Fund | Mutual Funds | — | — | $3.9M | 2.1% | |
| MFS Mid Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $3.2M | 1.7% | |
| Participant Loans (interest rate range 3.25%-10.50%) | Bonds / Notes | — | — | $2.1M | 1.1% | |
| Columbia Global Technology Growth Fund Mutual Fund | Other securities | — | — | $1.1M | 0.6% | |
| PIMCO Income Fund Mutual Fund | Mutual Funds | — | — | $745K | 0.4% | |
| DFA International Small Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $385K | 0.2% | |
| American Funds New Perspective Fund Mutual Fund | Mutual Funds | — | — | $339K | 0.2% | |
| T. Rowe Price Health Sciences Fund Mutual Fund | Other securities | — | — | $316K | 0.2% | |
| (1) DFA Intermediate Government Fixed Income Fund Mutual Fund | Mutual Funds | — | — | $233K | 0.1% | |
| DFA International Small Company Fund Mutual Fund | Mutual Funds | — | — | $108K | <0.1% | |
| (E) | Other securities | — | — | $63K | <0.1% | |
| Hartford Schroders International Multi-Cap Value Fund Mutual Fund | Other securities | — | — | $63K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
