Jennifer Schrauben signed The Wellbridge Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Wellbridge Group, Inc.'s EIN is 46-1488426.
Download the official 2024 Form 5500 (PDF) for The Wellbridge Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Wellbridge Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX A | Registered Investment Companies | — | — | $738K | 12.9% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $670K | 11.7% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $574K | 10.0% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $522K | 9.1% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $450K | 7.9% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $410K | 7.2% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $292K | 5.1% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $280K | 4.9% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $256K | 4.5% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $248K | 4.3% | |
| GS MID CAP GROWTH A | Registered Investment Companies | — | — | $214K | 3.7% | |
| LOOMIS SAYLES GROWTH FUND - A | Registered Investment Companies | — | — | $202K | 3.5% | |
| BLACKROCK EQUITY DIVIDEND - A | Registered Investment Companies | — | — | $191K | 3.3% | |
| JANUS HENDERSON TRITON A | Registered Investment Companies | — | — | $175K | 3.1% | |
| MFS MID CAP VALUE FUND A | Registered Investment Companies | — | — | $82K | 1.4% | |
| FRANKLIN SMALL CAP VALUE FD-A | Registered Investment Companies | — | — | $73K | 1.3% | |
| MACQUARIE DIVERSIFIED INC A | Registered Investment Companies | — | — | $63K | 1.1% | |
| AMERICAN FUNDS EURPAC GR FD-R4 | Registered Investment Companies | — | — | $58K | 1.0% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $58K | 1.0% | |
| TRANSAMERICA INTL EQUITY A | Registered Investment Companies | — | — | $41K | 0.7% | |
| T. ROWE PRICE RET 2015 - ADV | Registered Investment Companies | — | — | $39K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| INVESTMENT ADVISOR |
| $0 |
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