# Wel Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wel-companies-inc-401k-plan

> Wel Companies, INC.'s 401(k) plan: 327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wel Companies, INC.

- **Sponsor EIN:** 391277617

- **Sponsor Address:** 1625 S BROADWAY, DEPERE, WI, 54115

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

- **Total Participants:** 327

- **Total Assets:** $6.7M

## 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|327|$6.7M|$226,219|$1.0M|

| 2023|363|$6.3M|$319,664|$1.0M|

| 2022|433|$5.5M|$285,911|$1.0M|

## 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|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORD KEEPER|$41,918|—|$41,918|

| WILSHIRE ASSOCIATES, INC.|RETAINED BY EMPLOYER|$21,155|—|$21,155|

| HAWKINS ASH CPAS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORD KEEPER

- [WILSHIRE ASSOCIATES, INC.](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [HAWKINS ASH CPAS LLP](https://planprovider.pro/provider/hawkins-ash-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $63,073

- **Estimated Expense Ratio:** 0.947% 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|$64,760|$21,903|$41,918|—|—|

| 2023|$68,824|—|—|—|—|

| 2022|$65,902|—|$65,902|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wel-companies-inc-401k-plan)

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