Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE WELL ADVERTISING, INC.
EIN 20-0856569marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
15
444 W. LAKE STREET, SUITE 1700 - CHICAGO, IL 60606312-595-0144thewellinc.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE WELL ADVERTISING, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$933K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE WELL ADVERTISING, INC. 401(K) PLAN
401k
Assets$771K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE WELL ADVERTISING, INC. CASH BALANCE PENSION PLAN | CashBalance | $933K | 7 | 2025 | |
| 001 | THE WELL ADVERTISING, INC. 401(K) PLAN | 401k | $771K | 8 | 2025 |
Retirement plans