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Original filing (PDF)20251015112019NAL0009302034003
WELLTHY, INC.
Form 5500
FILING_RECEIVED
WELLTHY, INC. 401(K) RETIREMENT PLAN AND TRUST
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
222
Accounts w/ balance
287
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Blackrock Lifepath Index 2050 K Registered Investment Company {+}" is 29% of plan.
Helping the score
- Below-peer total fees (20 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELLTHY, INC..
Plan sponsor
Name
WELLTHY, INC.
EIN
47-2721806
Address
300 WEST 57TH STREET · 33RD FLOOR · NEW YORK, NY · 10019
Phone
(917) 277-8217
Industry
Health Care & Social Assistancesee 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
2025-10-15
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)
Auditor
CERINI & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $19K | — |
Investments
32 direct securities· $9.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2050 K Registered Investment Company {+} | — | — | — | $2.7M | 28.8% | |
| Blackrock Lifepath Index 2055 K Registered Investment Company {+} | — | — | — | $1.0M | 10.7% | |
| Blackrock Lifepath Index 2045 K Registered Investment Company {+} | — | — | — | $974K | 10.4% | |
| Blackrock Lifepath Index 2060 K Registered Investment Company {+} | — | — | — | $922K | 9.9% | |
| Blackrock Lifepath Index 2035 K Registered Investment Company {+} | — | — | — | $827K | 8.8% | |
| Fidelity 500 Index Registered Investment Company {+} | — | — | — | $645K | 6.9% | |
| Blackrock Lifepath Index 2040 K Registered Investment Company {+} | — | — | — | $475K | 5.1% | |
| Transamerica Stable Value Core Account Stable Value Fund {+} | — | — | — | $261K | 2.8% | |
| Fidelity Mid Cap Index Registered Investment Company {+} | — | — | — | $235K | 2.5% | |
| Blackrock Lifepath Index 2030 K Registered Investment Company {+} | — | — | — | $222K | 2.4% | |
| AB Large Cap Growth Z Registered Investment Company {+} | — | — | — | $189K | 2.0% | |
| Participant Notes Receivable Interest rate at 8.25% to 10.50% - | — | — | — | $130K | 1.4% | |
| Blackrock Lifepath Index Retirement K Registered Investment Company {+} | — | — | — | $112K | 1.2% | |
| Blackrock Lifepath Index 2065 K Registered Investment Company {+} | — | — | — | $103K | 1.1% | |
| Fidelity Small Cap Index Registered Investment Company {+} | — | — | — | $100K | 1.1% | |
| Fidelity U.S. Sustainability Index Registered Investment Company {+} | — | — | — | $83K | 0.9% | |
| Fidelity Total Market Index Registered Investment Company {+} | — | — | — | $61K | 0.7% | |
| Fidelity US Bond Index Registered Investment Company {+} | — | — | — | $48K | 0.5% | |
| Cohen & Steers Real Estate Securities Z Registered Investment Company {+} | — | — | — | $46K | 0.5% | |
| Fidelity Global ex US Index Registered Investment Company {+} | — | — | — | $44K | 0.5% | |
| Undiscovered Mgrs Behavioral Value R6 Registered Investment Company {+} | — | — | — | $43K | 0.5% | |
| JPMorgan US Value R6 Registered Investment Company {+} | — | — | — | $37K | 0.4% | |
| PIMCO Income Instl Registered Investment Company {+} | — | — | — | $24K | 0.3% | |
| Blackrock Total Return K Registered Investment Company {+} | — | — | — | $20K | 0.2% | |
| Blackrock Emerging Markets Registered Investment Company {+} | — | — | — | $19K | 0.2% | |
| Fidelity Small Cap Growth K6 Registered Investment Company {+} | — | — | — | $11K | 0.1% | |
| MFS International Growth R6 Registered Investment Company {+} | — | — | — | $9K | <0.1% | |
| JPMorgan Mid Cap Growth R6 Registered Investment Company {+} | — | — | — | $8K | <0.1% | |
| PIMCO International Bond (USD Hedged) Instl Registered Investment Company {+} | — | — | — | $4K | <0.1% | |
| T.Rowe Price Overseas Stock I Registered Investment Company {+} | — | — | — | $4K | <0.1% | |
| American Funds Bond Fund of America R6 Registered Investment Company {+} | — | — | — | $3K | <0.1% | |
| American Century Mid Cap Value R6 Registered Investment Company {+} | — | — | — | $2K | <0.1% |
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