AUMdb

Wellness Coaches Usa Llc 401(k) Profit Sharing Plan & Trust

Sponsored by Wellness Coaches Usa Llc · EIN 320025442 · Plan #001

Total assets
$10.8M
Net assets
$10.8M
Active participants
170
With balances
252

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
Wellness Coaches Usa Llc Direct payment from the plan $20,649
Paychex, Inc. Contract administrator, Recordkeeping $9,349