Terri Hebdon signed Wellbridge Club Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wellbridge Club Management, LLC's EIN is 26-1717298.
Download the official 2024 Form 5500 (PDF) for Wellbridge Club Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wellbridge Club Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN PLLC | 33-1498605 | — | ACCOUNTANT | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $6.8M | 32.4% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $2.7M | 12.6% | |
| PRIN/MULTI SM CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $1.5M | 6.9% | |
| Dodge & Cox Dodge & Cox International Stock Fund | Mutual Funds | — | — | $1.4M | 6.7% | |
| MFS Mid Cap Value Fund Class A | Mutual Funds | — | — | $1.2M | 5.8% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.1M | 5.3% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.1M | 5.2% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $940K | 4.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $931K | 4.4% | |
| American Funds Washington Mutual Investors Fund | Mutual Funds | — | — | $754K | 3.6% | |
| Principal** Principal/Dodge & Cox Intermediate Bond Fund | Mutual Funds | — | — | $629K | 3.0% | |
| PRIN/D&C INT BOND CIT N SEI TRUST COMPANY · EIN 47-6566265 / PN 001 | Common Collective Trust | — | — | $629K | 3.0% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $450K | 2.1% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $263K | 1.2% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $248K | 1.2% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $246K | 1.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $186K | 0.9% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $181K | 0.9% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $122K | 0.6% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $121K | 0.6% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $109K | 0.5% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $40K | 0.2% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $38K | 0.2% | |
| Participants** Participant loans - Bearing interest at rates ranging from 5.25 percent to 10.25 percent - | Participant loans | — | — | $26K | 0.1% | |
| (E) | Other securities | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
