Hope Echols signed Longview Wellness Center, Inc. DBA Wellness Pointe's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Longview Wellness Center, Inc. DBA Wellness Pointe's EIN is 75-2723993.
Download the official 2024 Form 5500 (PDF) for Longview Wellness Center, Inc. DBA Wellness Pointe from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Longview Wellness Center, Inc. DBA Wellness Pointe's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC - RPCP | 04-3046611 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Core Fixed | Other securities | — | $0 | $784K | 11.2% | |
| T. ROWE PRICE RTMT BAL I FUND | Other securities | — | $0 | $409K | 5.8% | |
| BlackRock Intl K Fund | Other securities | — | $0 | $375K | 5.4% | |
| SCHWAB FDM INTL EQUITY IDX FD | Common Collective Trusts | — | $0 | $365K | 5.2% | |
| Prin SmallCap R6 Fund | Other securities | — | $0 | $357K | 5.1% | |
| PIMCO RAE PLUS Small Instl Fnd | Mutual Funds | — | $0 | $350K | 5.0% | |
| Schwab Fund US Lrg Cmp Indx Fd | Mutual Funds | — | $0 | $315K | 4.5% | |
| AB Small Cap Grwth Port Z Fd | Other securities | — | $0 | $298K | 4.2% | |
| DFA Emerg Mrkts Small Cap I Fd | Mutual Funds | — | $0 | $286K | 4.1% | |
| Hartford Int'l Value R6 Fund | Other securities | — | $0 | $284K | 4.1% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $267K | 3.8% | |
| ClearBridge Mid Cap IS Fund | Other securities | — | $0 | $265K | 3.8% | |
| Principal Blue Chip R6 Fund | Other securities | — | $0 | $244K | 3.5% | |
| Pioneer Strategic Income K Fd | Other securities | — | $0 | $239K | 3.4% | |
| PIMCO StocksPLUS Intl I Fund | Mutual Funds | — | $0 | $238K | 3.4% | |
| Invesco Small Cap Value R6 Fd | Mutual Funds | — | $0 | $231K | 3.3% | |
| Fidelity Adv Value Z Fund | Mutual Funds | — | $0 | $225K | 3.2% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $214K | 3.1% | |
| Columbia Contra Core I3 Fund | Other securities | — | $0 | $212K | 3.0% | |
| DFA US Sust Cr 1 Fd | Mutual Funds | — | $0 | $206K | 2.9% | |
| T. ROWE PRICE RTMT 2060 I FD | Other securities | — | $0 | $198K | 2.8% | |
| Participant Loans | Participant loans | — | $0 | $184K | 2.6% | |
| PGIM Jennison Intl Opp R6 Fnd | Other securities | — | $0 | $171K | 2.4% | |
| Franklin Sm-Mid Cap Grth R6 Fd | Mutual Funds | — | $0 | $104K | 1.5% | |
| Buffalo Small Cap Gr Inst Fund | Other securities | — | $0 | $102K | 1.5% | |
| Goldman Sch Sm/Md Cp Gr R6 Fd | Other securities | — | $0 | $102K | 1.5% | |
| T. ROWE PRICE RTMT 2055 I FD | Other securities | — | $0 | $83K | 1.2% | |
| T. ROWE PRICE RTMT 2045 I FD | Other securities | — | $0 | $19K | 0.3% | |
| Lord Abbett Bd Debenture R6 Fd | Mutual Funds | — | $0 | $17K | 0.2% | |
| John Hancock Bond R6 Fund | Other securities | — | $0 | $16K | 0.2% | |
| T. ROWE PRICE RTMT 2035 I FD | Other securities | — | $0 | $13K | 0.2% | |
| T. ROWE PRICE RTMT 2050 I FD | Other securities | — | $0 | $10K | 0.1% | |
| AB Large Cap Growth Z Fund | Other securities | — | $0 | $9K | 0.1% | |
| BlackRock Emerg Markets K Fund | Other securities | — | $0 | $8K | 0.1% | |
| T. ROWE PRICE RTMT 2040 I FD | Other securities | — | $0 | $8K | 0.1% | |
| Neub Berm Lg Cp Val R6 Fd | Other securities | — | $0 | $3K | <0.1% | |
| T. ROWE PRICE RTMT 2030 I FD | Other securities | — | $0 | $183 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
