· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WEC HEALTH, LLC — WEC HEALTH LLC. 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250603142507NAL0028732050001
WEC HEALTH, LLC
Form 5500-SF
FILING_RECEIVED
WEC HEALTH LLC. 401K PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
126
Accounts w/ balance
64
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WEC HEALTH, LLC
.
Find decision makers
Plan sponsor
Name
WEC HEALTH, LLC
EIN
47-2021664
Address
528 PLEASANT ST · BROCKTON, MA · 02301
Phone
(508) 628-0111
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
CARRIE ESTELLE DOHENY FOUNDATION
CARRIE ESTELLE DOHENY FOUNDATION 403B PLAN
$2.0M · 6 participants
COMMUNITIES IN SCHOOLS OF NORTH CAR
COMMUNITIES IN SCHOOLS OF NORTH CAROLINA, INC. 403(B) SAVINGS PLAN
$2.0M
HARBOR AREA GANG ALTERNATIVE
GANG ALTERNATIVES PROGRAM 401(K) PLAN
$2.0M · 94 participants
ACCSES NEW JERSEY, INC.
ACCSES NEW JERSEY, INC. 401K PLAN
$2.0M · 19 participants
CHILD ADVOCATES, INC.
CHILD ADVOCATES, INC. 401(K) PROFIT SHARING PLAN
80
Knocking points off
No independent qualified public accountant (IQPA) named.
51% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.0M · 56 participants
DAKOTA EXAMS, INC.
DAKOTA EXAMS, INC. 401(K) P/S PLAN
$2.0M · 2 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
