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Original filing (PDF)20251015151952NAL0002538419001
WELLCOM GROUP, INC.
Form 5500
FILING_RECEIVED
WELLCOM GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
118
Accounts w/ balance
163
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
7 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELLCOM GROUP, INC..
Plan sponsor
Name
WELLCOM GROUP, INC.
EIN
33-1230626
Address
1115 BROADWAY · 5TH FLOOR · NEW YORK, NY · 10010
Phone
(212) 209-1333
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-09-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RUSSON + JOHNSTON CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS INC | — | MELVILLE, NY | THIRD PARTY ADMINISTRATO | $0 | — |
Investments
18 direct securities · 7 pooled funds· $21.9M(100% of reported assets)
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.
Uncategorized
$8.1M
18 holdings
Pooled Separate Account
$7.5M
1 holding
Common Collective Trust
$6.3M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $582K | 4.1% | |
| Voya Retirement Insurance and Annuity Company PIMCO Income Fund Institutional | — | — | — | $537K | 3.8% | |
| Voya Retirement Insurance and Annuity Company Vanguard Selected Value Fund Investor | — | — | — | $406K | 2.9% | |
| Great Gray Trust Company LLC MyCompass Index Moderate Retirement Fund R | — | — | — | $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 | — | — | — | $292K | 2.1% | |
| Voya Retirement Insurance and Annuity Company American Beacon International Equity Fund R6 | — | — | — | $291K | 2.1% | |
| Voya Retirement Insurance and Annuity Company American Funds American Balance R6 | — | — | — | $236K | 1.7% | |
| Voya Retirement Insurance and Annuity Company Fidelity International Index Fnd | — | — | — | $228K | 1.6% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $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 | — | — | — | $142K | 1.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard Explorer Fund Admiral | — | — | — | $131K | 0.9% | |
| Voya Retirement Insurance and Annuity Company Fidelity Mid Cap Index Fund | — | — | — | $105K | 0.7% | |
| Voya Retirement Insurance and Annuity Company PGIM High Yield Fund R6 | — | — | — | $97K | 0.7% | |
| Participant Loans to participants, bearing interest from 4.25% to 10.50% | — | — | — | $74K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Fund R6 | — | — | — | $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 | — | — | — | $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% |
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