# Combined Wellness Acquisition Co. And Subsidiaries 401(k) Plan
Source: https://planprovider.pro/companies/combined-wellness-acquisition-co-and-subsidiaries-plan

> Combined Wellness Acquisition Co. And Subsidiaries's 401(k) plan: 1,019 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Combined Wellness Acquisition Co. And Subsidiaries

- **Sponsor EIN:** 833046532

- **Sponsor Address:** 703 GRANITE STREET, BRAINTREE, MA, 02184

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

- **Total Participants:** 1,019

- **Total Assets:** $30.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|1,019|$30.8M|$900,871|$3.9M|

| 2023|771|$23.4M|$1.4M|$3.5M|

## 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|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$53,932|—|—|—|—|

| 2023|$28,485|—|—|—|—|

## Similar Plans

- [Akebia Therapeutics, INC.](https://planprovider.pro/companies/akebia-therapeutics-inc-401k-plan) — 181 participants

- [Elliott Physical Therapy INC](https://planprovider.pro/companies/elliott-physical-therapy-inc-401k-plan) — 95 participants

- [Cape Cod Orthopedics And Sports Medicine, P.C.](https://planprovider.pro/companies/cape-cod-orthopedics-and-sports-medicine-p-c-401k-plan) — 82 participants

- [Harmeling Physical Therapy And Sports Fitness, INC.](https://planprovider.pro/companies/harmeling-physical-therapy-and-sports-fitness-inc-401k-plan) — 37 participants

- [Louis B. Coiro, INC.](https://planprovider.pro/companies/louis-b-coiro-inc-401k-plan) — 28 participants

- [Carroll Physical Therapy, INC.](https://planprovider.pro/companies/carroll-physical-therapy-inc-401k-plan) — 23 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/combined-wellness-acquisition-co-and-subsidiaries-plan)

© 2026 PlanProvider.Pro