Meredith Depersia signed Active Wellness, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Active Wellness, LLC's EIN is 32-0468401.
Download the official 2024 Form 5500 (PDF) for Active Wellness, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Active Wellness, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.8M | 24.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.2M | 17.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.2M | 16.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.1M | 15.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $891K | 12.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $228K | 3.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $227K | 3.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $179K | 2.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $157K | 2.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $145K | 2.0% | |
| AMER FUNDS NEW PERSP R6 82 REGISTERED INVESTMENT COMPANY VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $21K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $19K | 0.3% | |
| AB LARGE CAP GROWTH I | Registered Investment Companies | — | — | $17K | 0.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $12K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $12K | 0.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $10K | 0.1% | |
| BLACKROCK MIDCAP GROWTH EQ K 80 REGISTERED INVESTMENT COMPANY DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $6K | <0.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $5K | <0.1% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $4K | <0.1% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD SM CAP VAL INDEX ADM 78 REGISTERED INVESTMENT COMPANY PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $2K | <0.1% | |
| HARTFORD DIVIDEND & GROWTH R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $17K |
| — |
