# The Wellness Plan Medical Centers 401(k) Plan
Source: https://planprovider.pro/companies/the-wellness-plan-medical-centers-401k-plan

> The Wellness Plan Medical Centers's 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Wellness Plan Medical Centers

- **Sponsor EIN:** 382008890

- **Sponsor Address:** 7700 SECOND AVENUE, DETROIT, MI, 48202

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

- **Total Participants:** 139

- **Total Assets:** $8.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|139|$8.0M|$862|$549,133|

| 2023|127|$6.7M|$1,994|$532,083|

| 2022|161|$5.7M|$776|$542,958|

## 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|

| NORTHWESTERN MUTUAL WEALTH MGMT CO|ADVISOR|$16,271|—|$16,271|

| GJC CPAS & ADVISORS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NORTHWESTERN MUTUAL WEALTH MGMT CO](https://planprovider.pro/provider/northwestern-mutual) — ADVISOR

- [GJC CPAS & ADVISORS](https://planprovider.pro/provider/george-johnson-and-company) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,271

- **Estimated Expense Ratio:** 0.202% 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|$17,284|$16,271|—|—|—|

| 2023|-$7,437|—|—|—|—|

| 2022|-$5,073|—|—|—|—|

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