Well. 401(k) Plan
Sponsored by Well Dot Inc. · EIN 833190954 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 207
- With balances
- 230
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Compass 360 Llc | Recordkeeping, Participant loan processing | $16,460 |
| The Vanguard Group Inc | Participant loan processing, Distribution (12b-1) fees, Recordkeeping fees | $4,370 |