Plan Snapshot
- Plan Sponsor: The Wellness Institute, INC.
- Sponsor EIN: 660586605
- Sponsor Address: URB ATENAS, MANATI, PR, 00674
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $214,631
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 6 | $214,631 | $0 | $0 |
| 2024 | 6 | $137,740 | $0 | $0 |
| 2023 | 6 | $162,799 | $32,809 | $0 |
| 2022 | 7 | $149,213 | $15,000 | $0 |