Betty Shelton signed The Wellness Plan Medical Centers' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Wellness Plan Medical Centers' EIN is 38-2008890.
Download the official 2024 Form 5500 (PDF) for The Wellness Plan Medical Centers from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Wellness Plan Medical Centers' 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | ADVISOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisors Freedom 2015 Fund, Class Z 112,779 shares (a) | Mutual Funds | — | — | $1.2M | 14.6% | |
| Fidelity Advisors Freedom 2030 Fund, Class Z 75,160 shares (a) | Mutual Funds | — | — | $1.1M | 13.2% | |
| Fidelity Advisors Freedom 2025 Fund, Class Z 68,777 shares (a) | Mutual Funds | — | — | $865K | 10.8% | |
| Fidelity Advisors Freedom 2040 Fund, Class Z 39,496 shares (a) | Mutual Funds | — | — | $653K | 8.1% | |
| Fidelity Advisors Freedom 2020 Fund, Class Z 48,757 shares (a) | Mutual Funds | — | — | $571K | 7.1% | |
| Fidelity Advisors Freedom 2035 Fund, Class Z 34,893 shares (a) | Mutual Funds | — | — | $510K | 6.3% | |
| JPMorgan Large Cap Growth Fund, Class R4 6,053 shares (a) | Other securities | — | — | $481K | 6.0% | |
| Fidelity Advisors Freedom 2045 Fund, Class Z 29,061 shares (a) | Mutual Funds | — | — | $385K | 4.8% | |
| Fidelity Advisors Freedom 2010 Fund, Class Z 35,667 shares (a) | Mutual Funds | — | — | $376K | 4.7% | |
| Fidelity Advisors Freedom 2070 Fund, Class Z 15 shares (a) 148 * Fidelity Advisors Growth Opportunities Fund, Class I 1,282 shares (a) | Mutual Funds | — | — | $254K | 3.2% | |
| Fidelity Advisors Freedom 2050 Fund, Class Z 18,132 shares (a) | Mutual Funds | — | — | $243K | 3.0% | |
| during 2024 -0- | Other securities | — | — | $186K | 2.3% | |
| Fidelity Government Money Market Fund 149,561 units (a) | Mutual Funds | — | — | $150K | 1.9% | |
| John Hancock Disciplined Value Mid Cap Fund, Class R6 5,184 shares (a) | Other securities | — | — | $140K | 1.7% | |
| BlackRock Advantage Small Core Institutional Fund 6,539 shares (a) | Other securities | — | — | $120K | 1.5% | |
| American Funds Bond Fund of America, Class R-5 10,618 shares (a) | Mutual Funds | — | — | $118K | 1.5% | |
| Fidelity Advisors High Income Advantage Fund, Class I 10,657 shares (a) | Mutual Funds | — | — | $117K | 1.5% | |
| Fidelity Advisors Freedom 2055 Fund, Class Z 7,618 shares (a) | Mutual Funds | — | — | $114K | 1.4% | |
| MFS Mid Cap Growth Fund, Class R6 3,056 shares (a) | Mutual Funds | — | — | $96K | 1.2% | |
| AB Small Cap Growth Fund, Advisor Class 1,284 shares (a) | Other securities | — | — | $94K | 1.2% | |
| PGIM Jennison International Opportunities Fund, Class R6 2,989 shares (a) | Other securities | — | — | $91K | 1.1% | |
| Principal Small Cap Fund, Institutional Class 1,926 shares (a) | Other securities | — | — | $55K | 0.7% | |
| American Funds New World Fund, Class R-6 659 shares (a) | Mutual Funds | — | — | $51K | 0.6% | |
| Fidelity Advisors Freedom 2060 Fund, Class Z 3,398 shares (a) | Mutual Funds | — | — | $46K | 0.6% | |
| Cohen & Steers Institutional Realty Shares Fund 964 shares (a) | Other securities | — | — | $46K | 0.6% | |
| Franklin DynaTech Fund, Class R6 153 shares (a) | Mutual Funds | — | — | $28K | 0.4% | |
| Hartford Schroders International Stock Fund, Class SDR 241 shares (a) | Other securities | — | — | $4K | <0.1% | |
| Fidelity Advisors Freedom 2065 Fund, Class Z 252 shares (a) | Mutual Funds | — | — | $3K | <0.1% | |
| BlackRock Commodity Strategies Portfolio 248 shares (a) | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
