Trisha Stewart signed Wellons Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wellons Group, Inc.'s EIN is 27-1458904.
Download the official 2024 Form 5500 (PDF) for Wellons Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wellons Group, Inc.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOMENTOUS WEALTH MANAGEMENT | 20-1915676 | — | NONE | $70K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies Dimensional Fund Advisors Dfa Us Core Eqty 1 Port Instl | Mutual Funds | — | $8.0M | $10.7M | 23.4% | |
| Charles Schwab Total Stk Mkt Index | Mutual Funds | — | $4.9M | $7.2M | 15.9% | |
| Guggenheim Investments Guggenheim Invst Grade Bd Fd Inst | Other securities | — | $5.9M | $5.9M | 13.0% | |
| Charles Schwab Us Aggregate Bond Index Fd Vanguard Core Bd Adm | Mutual Funds | — | $5.8M | $5.9M | 12.9% | |
| Dimensional Fund Advisors Dfa Investment Grade Port Instl | Mutual Funds | — | $5.7M | $5.8M | 12.9% | |
| Metropolitan West Funds Metropolitan West Total Return I | Other securities | — | $5.0M | $4.9M | 10.9% | |
| Dimensional Fund Advisors Dfa Intl Core Eqty Port Instl | Mutual Funds | — | $1.2M | $1.4M | 3.1% | |
| Dodge & Cox Dodge & Cox Stock I | Mutual Funds | — | $1.2M | $1.3M | 2.9% | |
| Charles Schwab Intl Index Fd | Mutual Funds | — | $971K | $1.2M | 2.6% | |
| Dimensional Fund Advisors Dfa Emerg Mkts Core Eqty Port Instl | Mutual Funds | — | $411K | $479K | 1.1% | |
| Invesco Oppenheimer Dev Mkts R6 | Mutual Funds | — | $362K | $424K | 0.9% | |
| Interest-Bearing Cash * Charles Schwab Value Advantage Money Fund $ | Mutual Funds | — | $206K | $206K | 0.5% | |
| Notes Receivable from Participants * Participant Loans Interest rates from 4.75% - 10.00%, - | Bonds / Notes | — | — | $59K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
