# Wellness Coaches Usa LLC 401(k) Plan
Source: https://planprovider.pro/companies/wellness-coaches-usa-llc-401k-plan

> Wellness Coaches Usa LLC's 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| WELLNESS COACHES USA LLC|PLAN SPONSOR|$20,649|—|$20,649|

| PAYCHEX, INC.|RECORDKEEPER|$9,349|—|$9,349|

| RKL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [RKL LLP](https://planprovider.pro/provider/rkl-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $29,998

- **Estimated Expense Ratio:** 0.277% of plan assets

### 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|

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