Plan Snapshot
- Plan Sponsor: Wellness Together
- Sponsor EIN: 811653329
- Sponsor Address: 1382 BLUE OAKS BLVD, ROSEVILLE, CA, 95678
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $1.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 228 | $1.4M | $75,454 | $304,405 |
| 2023 | 149 | $899,025 | $95,290 | $245,144 |
| 2022 | 205 | $367,383 | $83,750 | $161,654 |
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 |
|---|---|---|---|---|
| CJ CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CJ CPAS 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 | $7,006 | $7,006 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $1,297 | $1,297 | — | — | — |