# Vestwell Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/vestwell-holdings-inc-813062212-501

> Vestwell Holdings, INC.'s 401(k) plan: 423 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:** 360 MADISON AVENUE, FLOOR 15, NEW YORK, NY, 10017

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

- **Plan Number:** 501

- **Total Participants:** 423

- **Total Assets:** $0

## 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|423|$0|$0|$0|

| 2024|421|$0|$0|$0|

| 2023|361|$0|$0|$0|

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