KARI Adams signed Wellcom Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wellcom Group, Inc.'s EIN is 33-1230626.
Download the official 2024 Form 5500 (PDF) for Wellcom Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wellcom Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS INC | — | MELVILLE, NY | THIRD PARTY ADMINISTRATO | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $7.5M | 53.3% | |
| Voya Retirement Insurance and Annuity Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.8M | 19.9% | |
| MYCOMPASS IND MOD 2045 FD R GREAT GRAY TRUST COMPANY LLC · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $2.3M | 16.5% | |
| MYCOMPASS IND MOD 2055 FD R GREAT GRAY TRUST COMPANY LLC · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $2.1M | 15.2% | |
| Voya Retirement Insurance and Annuity Company JPMorgan US GARP Equity F R6 | Common Stocks | — | — | $1.5M | 10.7% | |
| MYCOMPASS IND MOD 2035 FD R GREAT GRAY TRUST COMPANY LLC · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $1.1M | 7.8% | |
| Voya Retirement Insurance and Annuity Company Vanguard Equity Income Fund Admiral | Mutual Funds | — | — | $582K | 4.1% | |
| Voya Retirement Insurance and Annuity Company PIMCO Income Fund Institutional | Mutual Funds | — | — | $537K | 3.8% | |
| Voya Retirement Insurance and Annuity Company Vanguard Selected Value Fund Investor | Mutual Funds | — | — | $406K | 2.9% | |
| Great Gray Trust Company LLC MyCompass Index Moderate Retirement Fund R | Common Stocks | — | — | $345K | 2.5% | |
| MYCOMPASS IND MOD RET FD R GREAT GRAY TRUST COMPANY LLC · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $345K | 2.5% | |
| MYCOMPASS IND MOD 2065 FD R GREAT GRAY TRUST COMPANY LLC · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $338K | 2.4% | |
| Voya Retirement Insurance and Annuity Company Fidelity Small Cap Index Fund ** 99 * Voya Retirement Insurance and Annuity Company JPMorgan Mid Cap Growth Fd R6 | Common Collective Trusts | — | — | $292K | 2.1% | |
| Voya Retirement Insurance and Annuity Company American Beacon International Equity Fund R6 | Common Stocks | — | — | $291K | 2.1% | |
| Voya Retirement Insurance and Annuity Company American Funds American Balance R6 | Mutual Funds | — | — | $236K | 1.7% | |
| Voya Retirement Insurance and Annuity Company Fidelity International Index Fnd | Mutual Funds | — | — | $228K | 1.6% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | Common Stocks | — | — | $227K | 1.6% | |
| Voya Retirement Insurance and Annuity Company DFA Real Estate Securities Portfolio Institutional ** 99 * Voya Retirement Insurance and Annuity Company DFA US Targeted Value Portfolio Institutional | Mutual Funds | — | — | $142K | 1.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard Explorer Fund Admiral | Mutual Funds | — | — | $131K | 0.9% | |
| Voya Retirement Insurance and Annuity Company Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $105K | 0.7% | |
| Voya Retirement Insurance and Annuity Company PGIM High Yield Fund R6 | Common Stocks | — | — | $97K | 0.7% | |
| Participant Loans to participants, bearing interest from 4.25% to 10.50% | Bonds / Notes | — | — | $74K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Fund R6 | Common Stocks | — | — | $74K | 0.5% | |
| Voya Retirement Insurance and Annuity Company American Funds New Perspective R6 ** 297 * Voya Retirement Insurance and Annuity Company American Funds New World Fund R6 ** 668 * Voya Retirement Insurance and Annuity Company DFA Inflation-Protected Securities Portfolio Institutional | Mutual Funds | — | — | $64K | 0.5% | |
| MYCOMPASS IND AGG 2065 FD R GREAT GRAY TRUST COMPANY LLC · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $20K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
