# Active Wellness, LLC 401(k) Plan
Source: https://planprovider.pro/companies/active-wellness-llc-401k-plan

> Active Wellness, LLC's 401(k) plan: 161 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Active Wellness, LLC

- **Sponsor EIN:** 320468401

- **Sponsor Address:** 600 CALIFORNIA STREET, SAN FRANCISCO, CA, 94109

- **Plan Type:** 401(k)

- **Total Participants:** 161

- **Total Assets:** $7.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|161|$7.3M|$0|$505,915|

| 2023|138|$6.5M|$0|$440,337|

| 2022|152|$5.3M|$1,765|$384,150|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ADP, INC.|RECORD KEEPER|$22,576|—|$22,576|

| MMA SECURITIES, LLC|INVESTMENT/FINANCIAL ADVI|$16,511|—|$16,511|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [MMA SECURITIES, LLC](https://planprovider.pro/provider/lpl-financial-llc) — INVESTMENT/FINANCIAL ADVI

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $39,087

- **Estimated Expense Ratio:** 0.533% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$39,087|$16,511|—|—|—|

| 2023|$34,615|$13,962|—|—|—|

| 2022|$33,626|—|—|—|—|

## Similar Plans

- [Friendly Hills Country Club](https://planprovider.pro/companies/friendly-hills-country-club-401k-plan) — 160 participants

- [Claremont Country Club](https://planprovider.pro/companies/claremont-country-club-401k-plan) — 162 participants

- [Birnam Wood Golf Club](https://planprovider.pro/companies/birnam-wood-golf-club-401k-plan) — 160 participants

- [The Lakes Country Club Association, INC.](https://planprovider.pro/companies/the-lakes-country-club-association-inc-401k-plan) — 159 participants

- [Northern California Golf Association](https://planprovider.pro/companies/northern-california-golf-association-401k-plan) — 171 participants

- [The Decurion Corporation](https://planprovider.pro/companies/the-decurion-corporation-401k-plan) — 171 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/active-wellness-llc-401k-plan)

© 2026 PlanProvider.Pro