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Original filing (PDF)20251015164422NAL0005167185001
WELLPATH HOLDINGS, INC.
Form 5500
FILING_RECEIVED
WELLPATH 401(K) PLAN
401(k) retirement plan
Active participants
12,377
Accounts w/ balance
11,907
Plan assets (EOY)
$285.8M
Net assets (EOY)
$285.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 27 bps in Schedule C fees — 166% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELLPATH HOLDINGS, INC..
Plan sponsor
Name
WELLPATH HOLDINGS, INC.
EIN
83-1316669
Address
6550 CAROTHERS PARKWAY SUITE 500 · FRANKLIN, TN · 37067
Phone
(800) 592-2974
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
LBMC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $666K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 84-4519624 | — | CONSULTANT | $53K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $24K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC | 62-1199757 | — | ACCOUNTANT/AUDITOR | $17K | — |
Investments
24 direct securities · 3 pooled funds· $287.3M(100% of reported assets)
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.
Uncategorized
$257.5M
24 holdings
Common Collective Trust
$29.8M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target 2030 R6 | — | — | — | $35.7M | 12.5% | |
| American Funds Target 2035 R6 | — | — | — | $31.5M | 11.0% | |
| American Funds Target 2040 R6 | — | — | — | $25.8M | 9.0% | |
| Vanguard Total Stock Market | — | — | — | $24.2M | 8.5% | |
| American Funds Target 2045 R6 | — | — | — | $23.9M | 8.4% | |
| American Funds Target 2050 R6 | — | — | — | $22.5M | 7.9% | |
| American Funds Target 2025 R6 | — | — | — | $20.5M | 7.2% | |
| American Funds Target 2055 R6 | — | — | — | $16.9M | 5.9% | |
| American Funds Target 2010 R6 | — | — | — | $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 - | — | — | — | $6.6M | 2.3% | |
| American Funds Target 2060 R6 | — | — | — | $6.3M | 2.2% | |
| JP Morgan Equity Inc | — | — | — | $4.0M | 1.4% | |
| PGIM Total Return Bond R6 | — | — | — | $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 | — | — | — | $3.4M | 1.2% | |
| Vanguard Explorer Admiral | — | — | — | $2.9M | 1.0% | |
| Vanguard Total Stock Admiral | — | — | — | $2.4M | 0.8% | |
| MFS Mid Cap Value Class R6 | — | — | — | $2.4M | 0.8% | |
| American Funds Target 2065 R6 | — | — | — | $2.2M | 0.8% | |
| Pimco Inc Fund | — | — | — | $2.1M | 0.7% | |
| American Funds Target 2020 R6 | — | — | — | $1.5M | 0.5% | |
| MGL Small Cap Value R6 | — | — | — | $938K | 0.3% | |
| American Funds Target 2015 R6 | — | — | — | $523K | 0.2% | |
| Fidelity U.S. Bond Index | — | — | — | $490K | 0.2% | |
| Fidelity Govt MMKT K6 ** $ | — | — | — | $50K | <0.1% |
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