Richard Williams signed Well-Spring Retirement Community, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Well-Spring Retirement Community, Inc.'s EIN is 56-1497371.
Download the official 2024 Form 5500 (PDF) for Well-Spring Retirement Community, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Well-Spring Retirement Community, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $68K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $1.5M | 8.9% | |
| VALIC Fixed Account Plus Fund | Other securities | — | — | $1.3M | 7.6% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.3M | 7.6% | |
| Vanguard Wellington Fund | Mutual Funds | — | — | $1.2M | 7.1% | |
| Dodge & Cox Income X | Mutual Funds | — | — | $1.0M | 6.1% | |
| VALIC Fixed Interest Option | Other securities | — | — | $981K | 5.9% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $837K | 5.1% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $819K | 5.0% | |
| Fidelity Large Cap Growth Ind | Mutual Funds | — | — | $772K | 4.7% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $648K | 3.9% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $568K | 3.4% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $532K | 3.2% | |
| VALIC Stock Index Fund | Common Collective Trusts | — | — | $524K | 3.2% | |
| Vanguard Total Intl Stock Idx Adm | Common Collective Trusts | — | — | $483K | 2.9% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $335K | 2.0% | |
| Blackrock Mid Cap Grw Eq Inst | Other securities | — | — | $308K | 1.9% | |
| Vanguard Mid-Cap Value Idx Adm | Common Collective Trusts | — | — | $274K | 1.7% | |
| Vanguard Tax-Managed Sm Cap Adm | Mutual Funds | — | — | $268K | 1.6% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $229K | 1.4% | |
| Vanguard Federal M Mkt | Mutual Funds | — | — | $229K | 1.4% | |
| VALIC GS VIT Government Money Market Fund Installment | Cash / Money Market | — | — | $214K | 1.3% | |
| VALIC Moderate Growth Lifestyle Fund | Other securities | — | — | $213K | 1.3% | |
| Participant loans | Participant loans | — | — | $182K | 1.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $171K | 1.0% | |
| VALIC Short-Term Fixed Account | Other securities | — | — | $166K | 1.0% | |
| Vanguard Windsor II Fund | Mutual Funds | — | — | $155K | 0.9% | |
| VALIC Mid Cap Index Fund | Common Collective Trusts | — | — | $131K | 0.8% | |
| VALIC Science and Technology Fund | Other securities | — | — | $114K | 0.7% | |
| T Rowe Price Retirement 2025 Advantage | Mutual Funds | — | — | $107K | 0.6% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $92K | 0.6% | |
| VALIC Aggressive Growth Lifestyle Fund | Other securities | — | — | $92K | 0.6% | |
| VALIC Systemic Core Fund | Other securities | — | — | $91K | 0.6% | |
| VALIC Mid Cap Strategic Growth Fund | Other securities | — | — | $83K | 0.5% | |
| VALIC Small Cap Index Fund | Common Collective Trusts | — | — | $79K | 0.5% | |
| VALIC Large Capital Growth Fund | Other securities | — | — | $65K | 0.4% | |
| VALIC Ariel Fund | Other securities | — | — | $57K | 0.3% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $55K | 0.3% | |
| Vanguard Long-Term Inv-Grade Fund | Mutual Funds | — | — | $53K | 0.3% | |
| Vanguard Equity Inc Adm | Mutual Funds | — | — | $44K | 0.3% | |
| VALIC Core Bond Fund | Other securities | — | — | $43K | 0.3% | |
| VALIC Ariel Appreciation Fund | Other securities | — | — | $41K | 0.2% | |
| PIMCO Income Instl | Mutual Funds | — | — | $28K | 0.2% | |
| Vanguard Small Cp Val Index Ad | Mutual Funds | — | — | $27K | 0.2% | |
| VALIC Global Strategy Fund | Other securities | — | — | $23K | 0.1% | |
| T Rowe Price Retirement 2050 Advantage | Mutual Funds | — | — | $20K | 0.1% | |
| T Rowe Price Retirement 2035 Advantage | Mutual Funds | — | — | $17K | 0.1% | |
| Vanguard Long-Term Treasury Fund | Mutual Funds | — | — | $16K | <0.1% | |
| VALIC Conserv Growth Lifestyle | Other securities | — | — | $15K | <0.1% | |
| Vanguard Lifestrategy Growth | Mutual Funds | — | — | $13K | <0.1% | |
| VALIC High Yield Bond Fund ** 16 * VALIC Inflation Protected Fund ** 566 * VALIC International Equities Index Fund | Common Collective Trusts | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
