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Original filing (PDF)20251008142021NAL0003353779001
GETWELLNETWORK, INC.
Form 5500
FILING_RECEIVED
GETWELLNETWORK, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
215
Accounts w/ balance
308
Plan assets (EOY)
$25.3M
Net assets (EOY)
$25.3M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "JPMORGAN SMARTRETIREMENT 2050" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GETWELLNETWORK, INC..
Plan sponsor
Name
GETWELLNETWORK, INC.
EIN
52-2261559
Address
7700 OLD GEORGETOWN RD · 4TH FLOOR · BETHESDA, MD · 20814
Phone
(240) 482-3200
Industry
Professional & Technical Servicessee 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
2025-10-08
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
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMC ADVISORS, INC. | 13-4187117 | — | NONE | $35K | — |
| CMC INTERACTIVE, LLC | 13-4180091 | — | NONE | $7K | — |
Investments
29 direct securities· $25.0M(99% of reported assets)
Mutual Funds
$24.5M
26 holdings
Uncategorized
$553K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $76K | 0.3% | |
| ALLSPRING CORE PLUS BD | Mutual Funds | — | — | $58K | 0.2% | |
| JPMORGAN SMARTRETIREMENT INCM | Mutual Funds | — | — | $46K | 0.2% |