Michelle Decampos signed Welldyne RX LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Welldyne RX LLC.'s EIN is 84-1515837.
Download the official 2024 Form 5500 (PDF) for Welldyne RX LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Welldyne RX LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $4.9M | 14.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $4.6M | 14.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $4.2M | 12.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.9M | 8.9% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $2.1M | 6.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.6M | 5.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.4M | 4.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.2M | 3.7% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $1.2M | 3.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.0M | 3.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.0M | 3.1% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $952K | 2.9% | |
| JPMORGAN INTERNATIONAL EQTY R6 | Registered Investment Companies | — | — | $885K | 2.7% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $858K | 2.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $687K | 2.1% | |
| JANUS HENDERSON FLEX BD N | Registered Investment Companies | — | — | $657K | 2.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $494K | 1.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $441K | 1.4% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $440K | 1.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $323K | 1.0% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $253K | 0.8% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $65K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.