Kelly Heineike signed The Wellington School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Wellington School's EIN is 31-0977200.
Download the official 2024 Form 5500 (PDF) for The Wellington School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Wellington School's plan includes a 403(b) annuity, ERISA 404(c) participant direction, a default investment (QDIA), 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | ADVISOR | $38K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
