Rick Soloway signed Wecare TLC, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wecare TLC, LLC's EIN is 20-2989436.
Download the official 2024 Form 5500 (PDF) for Wecare TLC, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wecare TLC, 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 | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT/FINANCIAL ADVI | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $705K | 21.8% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $587K | 18.2% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $395K | 12.3% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $328K | 10.2% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $176K | 5.5% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $163K | 5.1% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $162K | 5.0% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $124K | 3.8% | |
| PUT LARGE CAP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $94K | 2.9% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $90K | 2.8% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $88K | 2.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $86K | 2.7% | |
| JPMORGAN INTERNATIONAL EQTY R6 | Registered Investment Companies | — | — | $66K | 2.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $38K | 1.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $30K | 0.9% | |
| FIDELITY REAL ESTATE INDEX 0 REGISTERED INVESTMENT COMPANY FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $27K | 0.8% | |
| ALLSPRING CORE PLUS BOND R6 | Registered Investment Companies | — | — | $16K | 0.5% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $4K | 0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
