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Original filing (PDF)20250929170037NAL0005151475001
WEBPT, INC.
Form 5500
FILING_RECEIVED
WEBPT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
559
Accounts w/ balance
804
Plan assets (EOY)
$30.2M
Net assets (EOY)
$30.2M
How this plan invests
This plan
47 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
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEBPT, INC..
Plan sponsor
Name
WEBPT, INC.
EIN
27-3282959
Address
111 WEST MONROE ST. · SUITE 200 · PHOENIX, AZ · 85003
Phone
(866) 221-1870
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $96K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISORY | $39K | — |
Investments
40 direct securities· $30.3M(100% of reported assets)
Uncategorized
$30.3M
39 holdings
Mutual Funds
$31K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Inv | — | — | — | $4.0M | 13.4% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $3.7M | 12.4% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $3.6M | 11.8% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $3.3M | 10.8% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $2.9M | 9.7% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $2.6M | 8.6% | |
| Fidelity Management Trust Company Fidelity 500 Index | — | — | — | $2.1M | 6.8% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $1.9M | 6.4% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $1.1M | 3.7% | |
| JP Morgan JPMorgan Large Cap Growth R6 | — | — | — | $788K | 2.6% | |
| Participants Participant Loans Rates of 4.25% - 9.50% - | — | — | — | $589K | 1.9% | |
| Transamerica Life Insurance Company Transamerica Stable Value Advantage | — | — | — | $523K | 1.7% | |
| JPMorgan Asset Management JPMorgan Equity Income R5 | — | — | — | $371K | 1.2% | |
| Fidelity Management Trust Company Fidelity US Bond Index | — | — | — | $268K | 0.9% | |
| Thornburg Strategic Income R6 | — | — | — | $239K | 0.8% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | — | — | — | $229K | 0.8% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $226K | 0.7% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $223K | 0.7% | |
| Vanguard Small Cap Index Adm | — | — | — | $196K | 0.7% | |
| Vanguard Mid Cap Index Adm | — | — | — | $173K | 0.6% | |
| Vanguard Total International Stock Index Adm | — | — | — | $163K | 0.5% | |
| Vanguard Intl Val Fund | — | — | — | $124K | 0.4% | |
| Vanguard International Value Inv | — | — | — | $124K | 0.4% | |
| MFS Investment Management MFS Mid Cap Growth R6 | — | — | — | $120K | 0.4% | |
| Federated Hermes Insttl High Yld Bd R6 | — | — | — | $106K | 0.4% | |
| MFS Investment Management MFS International Growth | — | — | — | $90K | 0.3% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | — | — | — | $66K | 0.2% | |
| American Funds American Funds New World R6 | — | — | — | $66K | 0.2% | |
| Vanguard Explorer Adm | — | — | — | $57K | 0.2% | |
| Transamerica Funds Transamerica Multi-Managed Balanced R6 | — | — | — | $51K | 0.2% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z | — | — | — | $48K | 0.2% | |
| Macquarie Small Cap Value R6 | — | — | — | $42K | 0.1% | |
| Vanguard Information Technology Idx Adm | — | — | — | $40K | 0.1% | |
| American Funds American Funds Capital World Bond R6 | — | — | — | $35K | 0.1% | |
| American Funds American Funds 2010 Trgt Date Retire R6 970 American Funds American Funds 2020 Trgt Date Retire R6 981 American Funds American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $31K | 0.1% | |
| Transamerican Funds Transamerica Small/Mid Cap Value R6 | — | — | — | $31K | 0.1% | |
| Vanguard Target Retrmnt 2070 Inv | — | — | — | $23K | <0.1% | |
| Vanguard Target Retirement Income Inv | — | — | — | $11K | <0.1% | |
| American Funds American Funds 2040 Trgt Date Retire R6 734 American Funds America Fund 2045 Trgt Date Retire R6 | — | — | — | $9K | <0.1% | |
| American Funds America Fund 2055 Trgt Date Retire R6 306 American Funds American Fund 2060 Trgt Date Retire R6 | — | — | — | $2K | <0.1% |
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