Robert LENZ signed Wellvana Integration Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wellvana Integration Partners, LLC's EIN is 86-3069354.
Download the official 2024 Form 5500 (PDF) for Wellvana Integration Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wellvana Integration Partners, LLC's plan includes 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $623K | 21.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $578K | 19.9% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $298K | 10.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $187K | 6.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $133K | 4.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $125K | 4.3% | |
| American Funds American Balanced R6 Mutual Fund | Mutual Funds | — | — | $106K | 3.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $96K | 3.3% | |
| Fidelity Advisor Growth Opps Z Mutual Fund | Mutual Funds | — | — | $87K | 3.0% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $87K | 3.0% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $75K | 2.6% | |
| PIMCO Income Instl Mutual Fund | Mutual Funds | — | — | $73K | 2.5% | |
| PIMCO StocksPLUS Intl (USD-Hedged) Inst Mutual Fund | Mutual Funds | — | — | $53K | 1.8% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $37K | 1.3% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $36K | 1.2% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $36K | 1.2% | |
| Victory Core Plus Intermediate Bond R6 Mutual Fund | Other securities | — | — | $32K | 1.1% | |
| Empower Investments Fixed Account Group Annuity Contract | Common Stocks | — | — | $31K | 1.1% | |
| T. Rowe Price Mid-Cap Value I Mutual Fund | Other securities | — | — | $30K | 1.0% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $29K | 1.0% | |
| Putnam Large Cap Value R6 Mutual Fund | Mutual Funds | — | — | $27K | 0.9% | |
| BlackRock Health Sciences Opps K Mutual Fund | Other securities | — | — | $25K | 0.8% | |
| PGIM Jennison Global Opps R6 Mutual Fund | Other securities | — | — | $23K | 0.8% | |
| MFS Technology R6 Mutual Fund | Mutual Funds | — | — | $20K | 0.7% | |
| T. Rowe Price Value I Mutual Fund | Other securities | — | — | $16K | 0.5% | |
| PIMCO RAE US Small Instl Mutual Fund | Mutual Funds | — | — | $13K | 0.5% | |
| PGIM Global Real Estate R6 Mutual Fund | Other securities | — | — | $10K | 0.3% | |
| Putnam Small Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $9K | 0.3% | |
| Janus Henderson Mid Cap Growth Fund II Collective investment trust | Common Collective Trusts | — | — | $8K | 0.3% | |
| PGIM Jennison International Opps R6 Mutual Fund | Other securities | — | — | $6K | 0.2% | |
| Allspring Real Return R6 Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FRS WESTERN ASSET CORE PLUS BOND CL GREAT GRAY · EIN 82-4391232 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCESS RETIREMENT SERVICES LLC | — | HENDERSONVILLE, TN | CONTRACT ADMIN | $11K | — |
