# Healthwell Foundation, INC. 401(k) Plan
Source: https://planprovider.pro/companies/healthwell-foundation-inc-401k-plan

> Healthwell Foundation, INC.'s 401(k) plan: 231 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Healthwell Foundation, INC.

- **Sponsor EIN:** 200413676

- **Sponsor Address:** 20440 CENTURY BOULEVARD, GERMANTOWN, MD, 20874

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

- **Total Participants:** 231

- **Total Assets:** $7.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|231|$7.4M|$631,653|$829,874|

| 2023|197|$6.6M|$530,578|$696,429|

| 2022|171|$5.0M|$226,423|$300,335|

## 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|

| WITHUMSMITH+BROWN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — 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|$53,270|—|$53,270|—|—|

| 2023|$40,541|—|$40,541|—|—|

| 2022|$14,845|$14,845|—|—|—|

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