Wellhaven Pet Health 401(k) Plan
Sponsored by Wellhaven Pet Health, Llc · EIN 822088644 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.3M
- Active participants
- 587
- With balances
- 420
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Benefit Practice | Other services, Direct payment from the plan | $2,700 |
| Voya Retirement Insurance & Annuity | Direct payment from the plan, Recordkeeping fees | $1,975 |
| Kestra Advisory Services Llc | Investment advisory (participants), Investment advisory (plan) | $0 |