BETH Austriaco signed Welltower Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Welltower Inc.'s EIN is 34-1096634.
Download the official 2024 Form 5500 (PDF) for Welltower Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Welltower Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $14.0M | 13.5% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $13.2M | 12.6% | |
| Fidelity Freedom 2045 | Mutual Funds | — | — | $11.0M | 10.6% | |
| Fidelity Contrafund | Mutual Funds | — | — | $8.7M | 8.3% | |
| Fidelity Freedom 2040 | Mutual Funds | — | — | $7.7M | 7.4% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $6.3M | 6.0% | |
| Fidelity Freedom 2030 | Mutual Funds | — | — | $6.2M | 5.9% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $5.6M | 5.4% | |
| Fidelity Freedom 2055 | Mutual Funds | — | — | $5.3M | 5.1% | |
| Fidelity Freedom 2060 | Mutual Funds | — | — | $2.4M | 2.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $2.4M | 2.3% | |
| Fidelity Total Bond | Mutual Funds | — | — | $2.2M | 2.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2.0M | 1.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.9M | 1.8% | |
| Wells Fargo Galliard Stable Return Fund C | Other securities | — | — | $1.8M | 1.7% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.8M | 1.7% | |
| Putnam Large Cap Value | Mutual Funds | — | — | $1.5M | 1.5% | |
| Fidelity Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $1.3M | 1.3% | |
| American Funds New World | Mutual Funds | — | — | $1.0M | 1.0% | |
| Fidelity Freedom 2065 | Mutual Funds | — | — | $919K | 0.9% | |
| Victory Sycamore Established Value | Other securities | — | — | $877K | 0.8% | |
| Vanguard Real Estate Index | Mutual Funds | — | — | $876K | 0.8% | |
| Fidelity Freedom 2015 | Mutual Funds | — | — | $692K | 0.7% | |
| Fidelity Small Cap Growth | Mutual Funds | — | — | $692K | 0.7% | |
| JPMorgan Mid Cap Growth | Other securities | — | — | $648K | 0.6% | |
| Fidelity Low-Priced Stock | Mutual Funds | — | — | $611K | 0.6% | |
| ClearBridge International Growth | Other securities | — | — | $467K | 0.4% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $379K | 0.4% | |
| Vanguard Long-Term Treasury Index | Mutual Funds | — | — | $327K | 0.3% | |
| Fidelity Freedom 2010 | Mutual Funds | — | — | $283K | 0.3% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $251K | 0.2% | |
| Federated Hermes Institutional High Yield Bond | Other securities | — | — | $236K | 0.2% | |
| Allspring Special Small Cap Value | Other securities | — | — | $158K | 0.2% | |
| Fidelity Freedom Income | Mutual Funds | — | — | $105K | 0.1% | |
| Fidelity Floating Rate High Income | Mutual Funds | — | — | $90K | <0.1% | |
| PIMCO International Bond | Mutual Funds | — | — | $74K | <0.1% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $48K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
