Advisewell, Inc.'s EIN is 72-1081340.
Download the official 2024 Form 5500 (PDF) for Advisewell, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advisewell, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG US LLP | 34-6565596 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $3.1M | 67.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $330K | 7.2% | |
| The Standard Insurance Company Stable Asset Fund A* | Common Stocks | — | — | $279K | 6.1% | |
| Voya Intermediate Bond I | Other securities | — | — | $241K | 5.3% | |
| MFS Intl Diversification R3 | Mutual Funds | — | — | $206K | 4.5% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $127K | 2.8% | |
| Fidelity Large Cap Growth Index Inst Prm | Mutual Funds | — | — | $123K | 2.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $71K | 1.6% | |
| Vanguard Mid Cap Val Index Admiral | Mutual Funds | — | — | $48K | 1.0% | |
| Vanguard Mid Cap Growth Index Admiral | Mutual Funds | — | — | $47K | 1.0% | |
| JP Morgan US Equity R6 | Other securities | — | — | $29K | 0.6% | |
| Vanguard Intermediate Term Bond Index Fund Admiral | Common Collective Trusts | — | — | $2K | <0.1% | |
| DFA US Small Cap I | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
