# Power Wellness Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/power-wellness-management-llc-401k-plan

> Power Wellness Management, LLC's 401(k) plan: 741 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Power Wellness Management, LLC

- **Sponsor EIN:** 364313590

- **Sponsor Address:** 851 OAK CREEK DRIVE, LOMBARD, IL, 60148

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

- **Total Participants:** 741

- **Total Assets:** $23.9M

## 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|741|$23.9M|$444,374|$1.5M|

| 2023|726|$21.7M|$379,003|$1.4M|

| 2022|695|$18.0M|$391,151|$1.4M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$51,255|—|$51,255|

| PLANTE MORAN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $51,255

- **Estimated Expense Ratio:** 0.214% of plan assets

### 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|$53,598|$2,880|—|—|—|

| 2023|$52,186|$1,767|—|—|—|

| 2022|$52,609|$824|—|—|—|

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