Renee Welte signed Wells Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wells Enterprises, Inc.'s EIN is 42-1080796.
Download the official 2024 Form 5500 (PDF) for Wells Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wells Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY CLIENT | $423K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $428.2M | 96.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $32.1M | 7.2% | |
| TARGET RETIREMENT 2045 NL SER M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $31.8M | 7.1% | |
| TARGET RETIREMENT 2030 NL SER M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $30.1M | 6.7% | |
| TARGET RETIREMENT 2050 NL SER M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $26.0M | 5.8% | |
| TARGET RETIREMENT 2035 NL SER M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $23.6M | 5.3% | |
| TARGET RETIREMENT 2040 NL SER M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $19.6M | 4.4% | |
| AMER CENT US SC VAL EQ TIER 1 SEI TRUST COMPANY · EIN 27-0573019 / PN 012 | Common Collective Trust | — | — | $15.8M | 3.5% | |
| TARGET RETIREMENT 2055 NL SER M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $15.3M | 3.4% | |
| TARGET RETIREMENT 2025 NL SER M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $10.4M | 2.3% | |
| TARGET RETIREMENT 2060 NL SER M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $10.1M | 2.3% | |
| TARGET RETIREMENT 2020 NL SER M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $6.4M | 1.4% | |
| TARGET RETIREMENT NL SER M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $3.5M | 0.8% | |
| SSGA TR 2065 NONLEND M STATE STREET BANK AND TRUST COMPANY · EIN 85-6306630 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.7% |
