Plan Snapshot
- Plan Sponsor: Wellbiz Brands, INC.
- Sponsor EIN: 205166132
- Sponsor Address: 1890 WYNKOOP STREET UNIT 1, DENVER, CO, 80202
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $9.1M
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 | 76 | $9.1M | $471,556 | $929,425 |
| 2023 | 132 | $9.4M | $486,620 | $963,473 |
| 2022 | 134 | $7.3M | $494,536 | $981,902 |
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 | $61,814 | $32,646 | — | — | — |
| 2023 | $50,689 | $26,136 | — | — | — |
| 2022 | $42,702 | — | $42,702 | — | — |