# Theory Wellness INC. 401(k) Plan
Source: https://planprovider.pro/companies/theory-wellness-inc-401k-plan

> Theory Wellness INC.'s 401(k) plan: 200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Theory Wellness INC.

- **Sponsor EIN:** 475615911

- **Sponsor Address:** 38 MONTVALE AVENUE, STONEHAM, MA, 02180

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

- **Total Participants:** 200

- **Total Assets:** $2.3M

## 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|200|$2.3M|$255,276|$459,415|

| 2023|121|$1.7M|$227,547|$439,806|

| 2022|250|$793,674|$228,704|$361,226|

## 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|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## 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|$20,322|$10,759|—|—|—|

| 2023|—|—|—|—|—|

| 2022|$3,250|$982|$2,268|—|—|

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