Wellness Together 403(b) Plan
Sponsored by Wellness Together · EIN 811653329 · Plan #001
- Total assets
- $1.4M
- Net assets
- $1.4M
- Active participants
- 228
- With balances
- 110
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 |
|---|---|---|
| Human Interest Advisors Llc CRD 269875 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Human Interest Advisor Llc | Contract administrator, Investment advisory (plan), Investment management fees (direct) | $7,006 |