# Annex Wealth Management Health & Welfare Plan
Source: https://planprovider.pro/companies/annex-wealth-management-680524298-501

> Annex Wealth Management's Health & Welfare plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Annex Wealth Management

- **Sponsor EIN:** 680524298

- **Sponsor Address:** 17950 W. CORPORATE DR., BROOKFIELD, WI, 53045

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 153

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2025|153|$0|$0|$0|

| 2024|149|$0|$0|$0|

| 2023|144|$0|$0|$0|

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