Plan Snapshot
- Plan Sponsor: The Wellbridge Group, INC.
- Sponsor EIN: 461488426
- Sponsor Address: 10503 CITATION DRIVE SUITE 100, BRIGHTON, MI, 48116
- Plan Type: 401(k)
- Total Participants: 707
- Total Assets: $5.7M
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 | 707 | $5.7M | $88,577 | $787,754 |
| 2023 | 551 | $4.8M | $79,947 | $704,190 |
| 2022 | 455 | $3.9M | $69,949 | $644,583 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN PLLC | 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 | $10,435 | — | — | — | — |
| 2023 | $9,973 | — | — | — | — |
| 2022 | $11,513 | — | — | — | — |