# Wellness Together 401(k) Plan
Source: https://planprovider.pro/companies/wellness-together-plan

> Wellness Together's 401(k) plan: 228 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cj-cpas) — 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|—|—|—|

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