# Wellbiz Brands, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wellbiz-brands-inc-401k-plan

> Wellbiz Brands, INC.'s 401(k) plan: 76 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](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|$61,814|$32,646|—|—|—|

| 2023|$50,689|$26,136|—|—|—|

| 2022|$42,702|—|$42,702|—|—|

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