Plan Snapshot
- Plan Sponsor: Longview Wellness Center, INC. Dba Wellness Pointe
- Sponsor EIN: 752723993
- Sponsor Address: 1107 E MARSHALL AVE, LONGVIEW, TX, 756015602
- Plan Type: 403(b)
- Total Participants: 289
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 289 | $7.0M | $344,830 | $735,690 |
| 2023 | 285 | $5.7M | $335,869 | $687,167 |
| 2022 | 290 | $4.3M | $301,148 | $609,494 |
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 |
|---|---|---|---|---|
| BOLINGER, SEGARS, GILBERT & MOSS | Auditor | — | — | $0 |
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 | $33,992 | — | $33,992 | — | — |
| 2023 | $26,049 | — | $26,049 | — | — |
| 2022 | $20,294 | — | $20,294 | — | — |