# Longview Wellness Center, INC. Dba Wellness Pointe 403(b) Plan
Source: https://planprovider.pro/companies/longview-wellness-center-inc-dba-wellness-pointe-403b-plan

> Longview Wellness Center, INC. Dba Wellness Pointe's 403(b) plan: 289 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

## Similar Plans

- [Connections Wellness Group, INC.](https://planprovider.pro/companies/connections-wellness-group-inc-401k-plan) — 294 participants

- [Hospitalists Now, INC.](https://planprovider.pro/companies/hospitalists-now-inc-401k-plan) — 272 participants

- [Capitol Pain Institute](https://planprovider.pro/companies/capitol-pain-institute-401k-plan) — 266 participants

- [East Texas Border Health Clinic](https://planprovider.pro/companies/east-texas-border-health-clinic-403b-plan) — 318 participants

- [Telehealth Services Usa](https://planprovider.pro/companies/telehealth-services-usa-401k-plan) — 252 participants

- [Blended Health Services, LLC](https://planprovider.pro/companies/blended-health-services-llc-401k-plan) — 232 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/longview-wellness-center-inc-dba-wellness-pointe-403b-plan)

© 2026 PlanProvider.Pro