# Welbehealth LLC 401(k) Plan
Source: https://planprovider.pro/companies/welbehealth-llc-401k-plan

> Welbehealth LLC's 401(k) plan: 1,854 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Welbehealth LLC

- **Sponsor EIN:** 474992647

- **Sponsor Address:** 440 N. BARRANCA AVE, COVINA, CA, 91723

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

- **Total Participants:** 1,854

- **Total Assets:** $39.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,854|$39.5M|$4.1M|$9.4M|

| 2023|1,502|$24.2M|$3.0M|$7.0M|

| 2022|1,063|$10.7M|$1.9M|$4.4M|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$190,997|—|$190,997|

| NFP RETIREMENT INC|SERVICE PROVIDER|—|$97,722|$97,722|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$7,681|—|$7,681|

| APRIO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NFP RETIREMENT INC](https://planprovider.pro/provider/accelerate-retirement) — SERVICE PROVIDER

- [APRIO LLP](https://planprovider.pro/provider/aprio-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $296,400

- **Estimated Expense Ratio:** 0.751% 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|$197,388|$9,991|$178,397|—|—|

| 2023|$100,645|$4,274|$91,121|—|—|

| 2022|$35,281|—|—|—|—|

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