Plan Snapshot
- Plan Sponsor: Wellbe Senior Medical, LLC
- Sponsor EIN: 833843209
- Sponsor Address: 225 WEST WASHINGTON STREET, CHICAGO, IL, 606063404
- Plan Type: 401(k)
- Total Participants: 722
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 722 | $14.7M | $2.1M | $4.0M |
| 2023 | 390 | $6.8M | $821,128 | $1.6M |
| 2022 | 139 | $3.3M | $419,836 | $967,926 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $80,109 | — | $80,109 | — | — |
| 2023 | $26,393 | $26,393 | — | — | — |
| 2022 | $24,468 | $24,468 | — | — | — |