Welch Senior Living, LLC's EIN is 81-4769421.
Download the official 2024 Form 5500 (PDF) for Welch Senior Living, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Welch Senior Living, LLC's plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HERITAGE PENSION SERVICES, INC | 81-4903086 | — | RECORDKEEPER, TPA | $87K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | AUDITOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $2.4M | 19.9% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Mutual fund | Mutual Funds | — | — | $1.4M | 11.0% | |
| MFS Massachusetts Investors Growth Stock Fund Class R6 " | Mutual Funds | — | — | $791K | 6.4% | |
| Vanguard Wellington Fund Admiral Shares " | Mutual Funds | — | — | $662K | 5.4% | |
| Vanguard Wellesley Income Fund Admiral " | Mutual Funds | — | — | $645K | 5.3% | |
| Vanguard Health Care Fund Investor Shares " | Mutual Funds | — | — | $643K | 5.2% | |
| Dodge & Cox Stock Fund Class I " | Mutual Funds | — | — | $630K | 5.1% | |
| Columbia Contrarian Core Fund Institutional Class " | Other securities | — | — | $478K | 3.9% | |
| Vanguard Target Retirement Income Fund " ** 433 Vanguard Target Retirement 2025 Fund " | Mutual Funds | — | — | $361K | 2.9% | |
| Nicholas Equity Income Fund Class I " | Other securities | — | — | $357K | 2.9% | |
| Shelton Capital Management NASDAQ-100 Index Fund " | Common Collective Trusts | — | — | $292K | 2.4% | |
| Fidelity Interm Treasury Bond Index Fund " | U.S. Treasuries | — | — | $292K | 2.4% | |
| Vanguard Small-Cap Growth Index Fund Admiral " | Common Collective Trusts | — | — | $272K | 2.2% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral " | Common Collective Trusts | — | — | $258K | 2.1% | |
| American Funds EuroPacific Growth Fund Class R-5 " | Mutual Funds | — | — | $249K | 2.0% | |
| BNY Mellon Bond Market Index Fund " | Common Collective Trusts | — | — | $242K | 2.0% | |
| Vanguard Target Retirement 2035 Fund " | Mutual Funds | — | — | $221K | 1.8% | |
| Vanguard Small-Cap Index Fund Admiral Shares " | Common Collective Trusts | — | — | $204K | 1.7% | |
| MassMutual High Yield Fund Class R5 " | Other securities | — | — | $177K | 1.4% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $139K | 1.1% | |
| Vanguard Small Cap Value Index Fund Admiral " | Common Collective Trusts | — | — | $132K | 1.1% | |
| Janus Henderson Enterprise Fund Class N " | Mutual Funds | — | — | $130K | 1.1% | |
| Vanguard Target Retirement 2030 Fund " | Mutual Funds | — | — | $120K | 1.0% | |
| Vanguard Target Retirement 2055 Fund " | Mutual Funds | — | — | $119K | 1.0% | |
| Vanguard Short-Term Bond Index Fund Admiral " | Common Collective Trusts | — | — | $113K | 0.9% | |
| AllianzIM US Large Cap Buffer20 January ETF " | Other securities | — | — | $112K | 0.9% | |
| State Street Hedged International Developed Equity Index Fund Class K " | Common Collective Trusts | — | — | $111K | 0.9% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $83K | 0.7% | |
| Vanguard Total International Bond Index Fund " | Common Collective Trusts | — | — | $81K | 0.7% | |
| Vanguard Target Retirement 2040 Fund " | Mutual Funds | — | — | $76K | 0.6% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares " | Common Collective Trusts | — | — | $59K | 0.5% | |
| Vanguard Target Retirement 2020 Fund " | Mutual Funds | — | — | $55K | 0.5% | |
| InvescoBulletShares 2025 Corporate Bond ETF " | Other securities | — | — | $49K | 0.4% | |
| Vanguard Target Retirement 2050 Fund " | Mutual Funds | — | — | $44K | 0.4% | |
| iShares Russell 2000 ETF " | Common Collective Trusts | — | — | $39K | 0.3% | |
| Vanguard Intermediate-Term Treasury Fund Admiral " | Mutual Funds | — | — | $39K | 0.3% | |
| Lord Abbett Floating Rate Fund Class R6 " | Mutual Funds | — | — | $38K | 0.3% | |
| Vanguard Target Retirement 2045 Fund " | Mutual Funds | — | — | $28K | 0.2% | |
| InvescoBulletShares 2026 Corporate Bond ETF " | Other securities | — | — | $25K | 0.2% | |
| Financial Select Sector SPDR ETF " | Other securities | — | — | $24K | 0.2% | |
| InvescoBulletShares 2027 Corporate Bond ETF " | Other securities | — | — | $22K | 0.2% | |
| AllianzIM US Large Cap Buffer20 October ETF " | Other securities | — | — | $13K | 0.1% | |
| InvescoBulletShares 2028 Corporate Bond ETF " | Other securities | — | — | $10K | <0.1% | |
| AllianzIM US Large Cap Buffer20 July ETF Exchange traded fund | Other securities | — | — | $8K | <0.1% | |
| InvescoBulletShares 2029 Corporate Bond ETF " | Other securities | — | — | $4K | <0.1% |
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