# Advisewell, INC. 403(b) Plan
Source: https://planprovider.pro/companies/advisewell-inc-403b-plan

> Advisewell, INC.'s 403(b) plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Advisewell, INC.

- **Sponsor EIN:** 721081340

- **Sponsor Address:** 201 ST. CHARLES AVENUE, NEW ORLEANS, LA, 70170

- **Plan Type:** 403(b)

- **Total Participants:** 18

- **Total Assets:** $4.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|18|$4.6M|$32,168|$60,390|

| 2023|13|$4.4M|$27,156|$43,509|

| 2022|15|$4.4M|$24,780|$37,146|

## 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|

| ERNST & YOUNG|Auditor|$7,030|—|$7,030|

### Verified Provider Profiles

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

- [ERNST & YOUNG](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,030

- **Estimated Expense Ratio:** 0.153% 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|$27,011|—|$19,981|$7,030|—|

| 2023|$46,373|—|$17,973|$28,400|—|

| 2022|$25,261|—|$25,261|—|—|

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