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Original filing (PDF)20251002111404NAL0000358801001
WEACHIEVE INC.
Form 5500
FILING_RECEIVED
WEACHIEVE INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
38% in single holding
Active participants
55
Accounts w/ balance
112
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
14 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Investment Contracts with Insurance Companies * Mass Mutual Guaranteed Investment Contract with Insurance Company -0-" is 38% of plan.
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEACHIEVE INC..
Plan sponsor
Name
WEACHIEVE INC.
EIN
52-0623695
Address
10501 NEW HAMPSHIRE AVE · SILVER SPRING, MD · 209031197
Phone
(301) 445-3350
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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MULLEN, SONDBERG, WIMBISH & STO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $554 | — |
Investments
3 direct securities · 14 pooled funds· $5.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$2.9M
3 holdings
Pooled Separate Account
$2.9M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investment Contracts with Insurance Companies * Mass Mutual Guaranteed Investment Contract with Insurance Company -0- | — | — | — | $2.1M | 37.8% | |
| AMERICAN FUNDS GROWTH FUND OF AMER AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $692K | 12.2% | |
| AMERICAN CENTURY ONE CHOICE 2025 A AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $684K | 12.1% | |
| MFS Equity Income R6 | — | — | — | $638K | 11.3% | |
| AMERICAN CENTURY ONE CHOICE IN RET AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $451K | 8.0% | |
| MM SANDP 500 INDEX R4 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $301K | 5.3% | |
| NORTHERN BOND INDEX NORTHERN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $158K | 2.8% | |
| NORTHERN SMALL CAP INDEX NORTHERN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $133K | 2.4% | |
| NORTHERN MID CAP INDEX NORTHERN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $126K | 2.2% | |
| NORTHERN INTERNATIONAL EQUITY INDEX NORTHERN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $117K | 2.1% | |
| Mass Mutual US Government Money Market R5 | — | — | — | $106K | 1.9% | |
| MASSMUTUAL US GOVT MNY MKT R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $106K | 1.9% | |
| AMERICAN CENTURY ONE CHOICE 2035 A AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $51K | 0.9% | |
| AMERICAN CENTURY ONE CHOICE 2045 A AMERICAN CENTURY INVESTMENTS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $33K | 0.6% | |
| AMERICAN CENTURY ONE CHOICE 2040 A AMERICAN CENTURY INVESTMENTS · EIN 26-2419790 / PN 000 | Pooled Separate Account | — | — | $16K | 0.3% | |
| AMERICAN CENTURY ONE CHOICE 2050 A AMERICAN CENTURY INVESTMENTS · EIN 26-2419835 / PN 000 | Pooled Separate Account | — | — | $6K | 0.1% | |
| AMERICAN CENTURY ONE CHOICE 2030 A AMERICAN CENTURY INVESTMENTS · EIN 26-2419745 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% |