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Original filing (PDF)20250616080938NAL0000399987001
AMERICAN WELL CORPORATION
Form 5500
FILING_RECEIVED
AMERICAN WELL CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
768
Accounts w/ balance
1,082
Plan assets (EOY)
$108.4M
Net assets (EOY)
$108.4M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 72% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN WELL CORPORATION.
Plan sponsor
Name
AMERICAN WELL CORPORATION
EIN
20-5009396
Address
75 STATE STREET · 26TH FLOOR · BOSTON, MA · 02109
Phone
(617) 204-3500
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $39K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $45K | — |
| SVB WEALTH LLC | 94-2875288 | — | INVESTMENT ADVISOR | $34K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | PLAN ADMINISTRATOR | $56K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $12K | — |
Investments
30 direct securities · 1 pooled fund· $107.2M(99% of reported assets)
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.
Uncategorized
$106.1M
30 holdings
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $18.8M | 17.3% | |
| Fidelity Freedom Index 2045 Fund Instl Premium Class " | — | — | — | $11.9M | 11.0% | |
| Fidelity Freedom Index 2050 Fund Instl Premium Class " | — | — | — | $11.7M | 10.8% | |
| Fidelity Freedom Index 2055 Fund Instl Premium Class " | — | — | — | $9.5M | 8.7% | |
| Fidelity Freedom Index 2040 Fund Instl Premium Class " | — | — | — | $8.5M | 7.8% | |
| Fidelity Freedom Index 2035 Fund Instl Premium Class " | — | — | — | $7.7M | 7.2% | |
| Harbor Capital Appreciation Fund Retirement Class " | — | — | — | $5.6M | 5.2% | |
| Fidelity Freedom Index 2030 Fund Instl Premium Class " | — | — | — | $3.3M | 3.0% | |
| Fidelity Freedom Index 2060 Fund Instl Premium Class " | — | — | — | $3.1M | 2.9% | |
| Dodge & Cox Stock Fund Class X " | — | — | — | $2.7M | 2.5% | |
| Fidelity Freedom Index 2025 Fund Instl Premium Class " | — | — | — | $2.5M | 2.3% | |
| Janus Henderson Enterprise Fund Class N " | — | — | — | $2.4M | 2.3% | |
| MFS International Intrinsic Value Fund Class R6 " | — | — | — | $2.2M | 2.1% | |
| Fidelity Small Cap Index Fund " | — | — | — | $2.1M | 1.9% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $2.0M | 1.9% | |
| Fidelity Global ex U.S. Index Fund " | — | — | — | $1.5M | 1.4% | |
| Hood River Small-Cap Growth Fund Retirement Shares " | — | — | — | $1.5M | 1.4% | |
| Vanguard FTSE Social Index Fund Admiral Shares Mutual fund | — | — | — | $1.5M | 1.4% | |
| BlackRock Total Return Fund Class K " | — | — | — | $1.4M | 1.3% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $1.2M | 1.1% | |
| MORLEY STABLE VALUE UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.0% | |
| John Hancock Disciplined Value Mid Cap Fund Class R6 " | — | — | — | $1.0M | 0.9% | |
| Fidelity Government Money Market Fund Class K6 " | — | — | — | $931K | 0.9% | |
| Fidelity Small Cap Value Fund " | — | — | — | $896K | 0.8% | |
| Fidelity Freedom Index 2065 Fund Instl Premium Class " | — | — | — | $520K | 0.5% | |
| American Funds EuroPacific Growth Fund Class R6 " | — | — | — | $463K | 0.4% | |
| Cohen & Steers Institutional Realty Shares " | — | — | — | $376K | 0.3% | |
| Fidelity Freedom Index Income Investor " | — | — | — | $337K | 0.3% | |
| Fidelity Freedom Index 2020 Fund Instl Premium Class " | — | — | — | $314K | 0.3% | |
| Fidelity Freedom Index 2015 Fund Instl Premium Class " | — | — | — | $152K | 0.1% | |
| Fidelity Freedom Index 2010 Fund Instl Premium Class " | — | — | — | $54K | <0.1% |