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Original filing (PDF)20251229092711NAL0018703873001
WELL DOT INC.
Form 5500
FILING_RECEIVED
WELL. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.4 mo
Active participants
207
Accounts w/ balance
230
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
94
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.4 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (25 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELL DOT INC..
Plan sponsor
Name
WELL DOT INC.
EIN
83-3190954
Address
419 W FRANKLIN STREET · CHAPEL HILL, NC · 27516
Phone
(415) 216-8434
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
COMPASS 360, LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-29
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)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP INC | 23-1945930 | — | RECORDKEEPER | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS 360 LLC | — | STRATHAM, NH | TPA | $16K | — |
Investments
25 direct securities· $8.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 | — | — | — | $1.9M | 22.8% | |
| Vanguard Target Retirement 2045 | — | — | — | $1.1M | 12.7% | |
| Vanguard 500 Index Adm | — | — | — | $1.0M | 11.9% | |
| Vanguard Target Retirement 2055 | — | — | — | $730K | 8.7% | |
| Vanguard Target Retirement 2060 | — | — | — | $492K | 5.9% | |
| Vanguard Target Retirement Income Fund | — | — | — | $488K | 5.8% | |
| Vanguard Target Retirement 2040 | — | — | — | $421K | 5.0% | |
| Vanguard Target Retirement 2065 | — | — | — | $365K | 4.4% | |
| AllianceBernstein AB US Large Cap Growth (W Series) G | — | — | — | $340K | 4.0% | |
| JP Morgan JPMorgan Equity Income R6 | — | — | — | $284K | 3.4% | |
| American funds American Funds EuroPacific Gr R6 | — | — | — | $225K | 2.7% | |
| Vanguard Mid Cap Index Adm | — | — | — | $213K | 2.5% | |
| Vanguard Target Retirement 2030 | — | — | — | $177K | 2.1% | |
| Vanguard Target Retirement 2025 | — | — | — | $145K | 1.7% | |
| Plan Participants Notes receivable from participants, maturing through July 2035, interest rates from 5.25% to | — | — | — | $117K | 1.4% | |
| Vanguard Target Retirement 2035 | — | — | — | $99K | 1.2% | |
| Vanguard Small-Cap Index Adm | — | — | — | $96K | 1.1% | |
| Vanguard FTSE All-World-ex-US Idx Adm | — | — | — | $57K | 0.7% | |
| Fidelity Advisor Total Bond Z | — | — | — | $51K | 0.6% | |
| Dimensional Fund Advisors DFA Inflation Protected Sec Port I | — | — | — | $33K | 0.4% | |
| Putnam Stable Value | — | — | — | $15K | 0.2% | |
| American funds American Funds New World R6 | — | — | — | $9K | 0.1% | |
| Vanguard total Bond Market Index Adm | — | — | — | $9K | 0.1% | |
| Lord Abbett Lord Abbett Bond Debenture R6 | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $1K | <0.1% |
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