# Vestwell Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/vestwell-holdings-inc-401k-plan

> Vestwell Holdings, INC.'s 401(k) plan: 441 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vestwell Holdings, INC.

- **Sponsor EIN:** 813062212

- **Sponsor Address:** 1410 BROADWAY FL 23, NEW YORK, NY, 10018

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

- **Total Participants:** 441

- **Total Assets:** $23.8M

## 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|441|$23.8M|$1.8M|$4.0M|

| 2023|319|$14.9M|$1.3M|$3.1M|

| 2022|259|$7.5M|$977,363|$2.3M|

## 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|

| VESTWELL|RECORDKEPER|$15,056|—|$15,056|

| RUSSON + JOHNSON CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [VESTWELL](https://planprovider.pro/provider/vestwell-llc) — RECORDKEPER

- [RUSSON + JOHNSON CPAS](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:** $15,056

- **Estimated Expense Ratio:** 0.063% 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|$15,056|—|$15,056|—|—|

| 2023|$12,386|—|—|—|—|

| 2022|$10,715|—|$10,715|—|—|

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