Filings through .
Filed October 18, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WELLTH ADVISORY SERVICES LLC2 years Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 25434 PRAIRIEWOOD LANE · SHOREWOOD, IL 60604 | Advisory (Plan) | $21,456 |
3 funds of $250K or more; 5 lines in all, holding $6.1M of the plan's $8.6M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| US Research Enh Eq Fd JPMorgan · Other | $3.4M | 54.9% |
| Fidelity Advisor Equity Growth Fund Fidelity (FMR) · Mutual fund | $1.7M | 27.5% |
| AB High Income Advisor AllianceBernstein · Other | $867K | 14.1% |
| Vanguard Cash Resv Money Mkt Vanguard · Money market | $175K | 2.8% |
| Money Market Mutual Fund Manager not matched · Money market | $36K | 0.6% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Daniel P. Lucas, Fca, Maaa, Ea Futureplan by Ascensus Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.