Wellpath 401(k) Plan
Sponsored by Wellpath Holdings, Inc. · EIN 831316669 · Plan #001
- Total assets
- $286M
- Net assets
- $286M
- Active participants
- 12,377
- With balances
- 11,907
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $665,548 |
| Creative Planning | Consulting (general) | $52,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $24,163 |
| Lbmc | Accounting | $17,000 |