Plan Snapshot
- Plan Sponsor: Wellness Coaches Usa LLC
- Sponsor EIN: 320025442
- Sponsor Address: 725 SKIPPACK PIKE STE 300, BLUE BELL, PA, 194221749
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $10.8M
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 | 170 | $10.8M | $321,144 | $817,689 |
| 2023 | 181 | $9.6M | $319,241 | $790,087 |
| 2022 | 201 | $8.2M | $288,663 | $728,224 |
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 |
|---|---|---|---|---|
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — 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 | $41,081 | $224 | $19,272 | — | — |
| 2023 | $20,002 | $190 | $8,957 | — | — |
| 2022 | $14,443 | $389 | $11,636 | — | $2,418 |