# Well Care Health, LLC 401(k) Plan
Source: https://planprovider.pro/companies/well-care-health-llc-401k-plan

> Well Care Health, LLC's 401(k) plan: 523 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Well Care Health, LLC

- **Sponsor EIN:** 841666686

- **Sponsor Address:** 131 RACINE DR., STE 201, WILMINGTON, NC, 284038752

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

- **Total Participants:** 523

- **Total Assets:** $15.7M

## 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|523|$15.7M|$478,564|$1.7M|

| 2023|596|$12.5M|$397,918|$1.4M|

| 2022|596|$9.6M|$405,499|$1.3M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$39,788|—|$39,788|

| FIRST CITIZENS BANK AND TRUST CO|INVESTMENT ADVISOR|$30,000|—|$30,000|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$6,161|—|$6,161|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $75,949

- **Estimated Expense Ratio:** 0.483% 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|$75,949|$36,161|—|—|—|

| 2023|$64,227|$32,805|—|—|—|

| 2022|$59,204|—|$59,204|—|—|

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