0001104659-24-033059.txt : 20240311 0001104659-24-033059.hdr.sgml : 20240311 20240311165931 ACCESSION NUMBER: 0001104659-24-033059 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20240311 DATE AS OF CHANGE: 20240311 EFFECTIVENESS DATE: 20240311 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Vestwell Holdings Inc. CENTRAL INDEX KEY: 0001685651 ORGANIZATION NAME: IRS NUMBER: 813062212 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-507256 FILM NUMBER: 24738921 BUSINESS ADDRESS: STREET 1: 110 WALL STREET, 4TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10005 BUSINESS PHONE: 646-902-1401 MAIL ADDRESS: STREET 1: 110 WALL STREET, 4TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10005 D 1 primary_doc.xml X0708 D LIVE 0001685651 Vestwell Holdings Inc. 360 MADISON AVENUE 15TH FLOOR NEW YORK NY NEW YORK 10017 917-979-5358 DELAWARE Hello401 Holdings LLC Vestwell Holdings Corp. None Corporation true Aaron Schumm 360 Madison Avenue 15th Floor NEW YORK NY NEW YORK 10017 Executive Officer Director David Sheen 360 Madison Avenue 15th Floor NEW YORK NY NEW YORK 10017 Executive Officer Logan Allin 360 Madison Avenue 15th Floor NEW YORK NY NEW YORK 10017 Director John Rettig 360 Madison Avenue 15th Floor NEW YORK NY NEW YORK 10017 Director Justin Overdorrf 360 Madison Avenue 15th Floor NEW YORK NY NEW YORK 10017 Director Lori Hardwick 360 Madison Avenue 15th Floor NEW YORK NY NEW YORK 10017 Director Other Technology Decline to Disclose 06b false 2023-12-20 false true false 0 176052333 176052333 0 false 24 0 0 0 false Vestwell Holdings Inc. /s/ Aaron Schumm Aaron Schumm Chief Executive Officer 2024-03-11