Seth Larner signed Well Dot Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Well Dot Inc.'s EIN is 83-3190954.
Download the official 2024 Form 5500 (PDF) for Well Dot Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Well Dot 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP INC | 23-1945930 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS 360 LLC | — | STRATHAM, NH | TPA | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.9M | 22.8% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.1M | 12.7% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $1.0M | 11.9% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $730K | 8.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $492K | 5.9% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $488K | 5.8% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $421K | 5.0% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $365K | 4.4% | |
| AllianceBernstein AB US Large Cap Growth (W Series) G | Other securities | — | — | $340K | 4.0% | |
| JP Morgan JPMorgan Equity Income R6 | Other securities | — | — | $284K | 3.4% | |
| American funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $225K | 2.7% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $213K | 2.5% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $177K | 2.1% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $145K | 1.7% | |
| Plan Participants Notes receivable from participants, maturing through July 2035, interest rates from 5.25% to | Bonds / Notes | — | — | $117K | 1.4% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $99K | 1.2% | |
| Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $96K | 1.1% | |
| Vanguard FTSE All-World-ex-US Idx Adm | Common Collective Trusts | — | — | $57K | 0.7% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $51K | 0.6% | |
| Dimensional Fund Advisors DFA Inflation Protected Sec Port I | Mutual Funds | — | — | $33K | 0.4% | |
| Putnam Stable Value | Stable Value | — | — | $15K | 0.2% | |
| American funds American Funds New World R6 | Mutual Funds | — | — | $9K | 0.1% | |
| Vanguard total Bond Market Index Adm | Mutual Funds | — | — | $9K | 0.1% | |
| Lord Abbett Lord Abbett Bond Debenture R6 | U.S. Treasuries | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
