# Springwell, INC. 401(k) Plan
Source: https://planprovider.pro/companies/springwell-inc-042616064-004

> Springwell, INC.'s 401(k) plan: 261 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Springwell, INC.

- **Sponsor EIN:** 042616064

- **Sponsor Address:** 307 WAVERLY OAKS ROAD, WALTHAM, MA, 02452

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

- **Plan Number:** 004

- **Total Participants:** 261

- **Total Assets:** $14.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|261|$14.7M|$812,406|$1.0M|

| 2023|236|$11.8M|$806,079|$839,116|

| 2022|219|$9.7M|$886,040|$712,640|

## 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|

| GLOBAL RETIREMENT PARTNERS, LLC|Investment Advisor|$34,711|—|$34,711|

| EMPOWER ANNUITY INSURANCE|Recordkeeper|$29,759|—|$29,759|

| RPW SOLUTIONS, LLC.|Recordkeeper|$13,510|—|$13,510|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $77,980

- **Estimated Expense Ratio:** 0.531% 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|$77,980|$34,711|$13,510|—|—|

| 2023|$57,066|—|—|—|—|

| 2022|$61,337|—|—|—|—|

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