LISA Biffle signed Wellpath Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wellpath Holdings, Inc.'s EIN is 83-1316669.
Download the official 2024 Form 5500 (PDF) for Wellpath Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wellpath Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $666K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 84-4519624 | — | CONSULTANT | $53K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Target 2030 R6 | Mutual Funds | — | — | $35.7M | 12.5% | |
| American Funds Target 2035 R6 | Mutual Funds | — | — | $31.5M | 11.0% | |
| American Funds Target 2040 R6 | Mutual Funds | — | — | $25.8M | 9.0% | |
| Vanguard Total Stock Market | Mutual Funds | — | — | $24.2M | 8.5% | |
| American Funds Target 2045 R6 | Mutual Funds | — | — | $23.9M | 8.4% | |
| American Funds Target 2050 R6 | Mutual Funds | — | — | $22.5M | 7.9% | |
| American Funds Target 2025 R6 | Mutual Funds | — | — | $20.5M | 7.2% | |
| American Funds Target 2055 R6 | Mutual Funds | — | — | $16.9M | 5.9% | |
| American Funds Target 2010 R6 | Mutual Funds | — | — | $16.7M | 5.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $15.0M | 5.3% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $10.9M | 3.8% | |
| dates through August 2034 - | Other securities | — | — | $6.6M | 2.3% | |
| American Funds Target 2060 R6 | Mutual Funds | — | — | $6.3M | 2.2% | |
| JP Morgan Equity Inc | Common Stocks | — | — | $4.0M | 1.4% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $4.0M | 1.4% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $3.9M | 1.4% | |
| MFS International Division R6 | Mutual Funds | — | — | $3.4M | 1.2% | |
| Vanguard Explorer Admiral | Mutual Funds | — | — | $2.9M | 1.0% | |
| Vanguard Total Stock Admiral | Mutual Funds | — | — | $2.4M | 0.8% | |
| MFS Mid Cap Value Class R6 | Mutual Funds | — | — | $2.4M | 0.8% | |
| American Funds Target 2065 R6 | Mutual Funds | — | — | $2.2M | 0.8% | |
| Pimco Inc Fund | Mutual Funds | — | — | $2.1M | 0.7% | |
| American Funds Target 2020 R6 | Mutual Funds | — | — | $1.5M | 0.5% | |
| MGL Small Cap Value R6 | Other securities | — | — | $938K | 0.3% | |
| American Funds Target 2015 R6 | Mutual Funds | — | — | $523K | 0.2% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $490K | 0.2% | |
| Fidelity Govt MMKT K6 ** $ | Mutual Funds | — | — | $50K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $24K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC | 62-1199757 | — | ACCOUNTANT/AUDITOR | $17K | — |
