Bill Chatterton signed Getwellnetwork, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Getwellnetwork, Inc.'s EIN is 52-2261559.
Download the official 2024 Form 5500 (PDF) for Getwellnetwork, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Getwellnetwork, 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 |
|---|---|---|---|---|---|
| CMC ADVISORS, INC. | 13-4187117 | — | NONE | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMC INTERACTIVE, LLC | 13-4180091 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMORGAN SMARTRETIREMENT 2050 | Mutual Funds | — | — | $6.7M | 26.6% | |
| JPMORGAN SMARTRETIREMENT 2040 | Mutual Funds | — | — | $4.4M | 17.3% | |
| SCHWAB S&P 500 INDEX | Mutual Funds | — | — | $3.6M | 14.3% | |
| JPMORGAN SMARTRETIREMENT 2030 | Mutual Funds | — | — | $2.5M | 9.7% | |
| JPMORGAN SMARTRETIREMENT 2060 | Mutual Funds | — | — | $1.0M | 4.1% | |
| T ROWE PRICE LARGE CAP GWTH | Mutual Funds | — | — | $1.0M | 4.0% | |
| VANGUARD MID CAP INDEX | Mutual Funds | — | — | $503K | 2.0% | |
| COLUMBIA DIVIDEND INCOME INST | Mutual Funds | — | — | $486K | 1.9% | |
| VANGUARD DIVIDEND GROWTH | Mutual Funds | — | — | $473K | 1.9% | |
| JPMORGAN US RESEARCH ENHANCED EQTY | Mutual Funds | — | — | $456K | 1.8% | |
| AB SMALL CAP GROWTH | Mutual Funds | — | — | $357K | 1.4% | |
| SCHWAB INTL INDEX | Mutual Funds | — | — | $343K | 1.4% | |
| FIDELITY LOW-PRICED STOCK | Mutual Funds | — | — | $307K | 1.2% | |
| AMERICAN CENTURY FOCUSED GLOBAL | Mutual Funds | — | — | $298K | 1.2% | |
| MONEY MARKET SCHWAB VALUE ADVANTAGE | Mutual Funds | — | — | $260K | 1.0% | |
| VANGUARD INTERM TERM BD INDEX | Mutual Funds | — | — | $252K | 1.0% | |
| JANUS HENDERSON BALANCED | Mutual Funds | — | — | $241K | 1.0% | |
| JPMORGAN SMARTRETIREMENT 2020 | Mutual Funds | — | — | $230K | 0.9% | |
| SCHWAB SMALL CAP INDEX | Mutual Funds | — | — | $227K | 0.9% | |
| JPMORGAN MID CAP GROWTH | Mutual Funds | — | — | $223K | 0.9% | |
| LOANS PARTICIPANT LOANS | Participant loans | — | — | $217K | 0.9% | |
| FIDELITY ADV SMALL CAP VALUE | Mutual Funds | — | — | $183K | 0.7% | |
| JOHCM INTL OPPORTUNITIES | Mutual Funds | — | — | $169K | 0.7% | |
| PRINCIPAL HIGH YIELD | Mutual Funds | — | — | $151K | 0.6% | |
| VICTORY SHORT-TERM BOND | Mutual Funds | — | — | $106K | 0.4% | |
| MFS INTL INTRINSIC VALUE | Mutual Funds | — | — | $106K | 0.4% | |
| CASH | Cash / Money Market | — | — | $76K | 0.3% | |
| ALLSPRING CORE PLUS BD | Mutual Funds | — | — | $58K | 0.2% | |
| JPMORGAN SMARTRETIREMENT INCM | Mutual Funds | — | — | $46K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
