# Wellbe Senior Medical, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wellbe-senior-medical-llc-401k-plan

> Wellbe Senior Medical, LLC's 401(k) plan: 722 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/plante-and-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|—|—|—|

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