Plan Snapshot
- Plan Sponsor: Wellnest Emotional Health & Wellness
- Sponsor EIN: 951690974
- Sponsor Address: 3031 S VERMONT AVE, LOS ANGELES, CA, 900073033
- Plan Type: 401(k)
- Total Participants: 279
- Total Assets: $18.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 279 | $18.0M | $1.1M | $1.1M |
| 2023 | 224 | $15.3M | $986,348 | $976,327 |
| 2022 | 233 | $11.7M | $839,857 | $929,742 |
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 |
|---|---|---|---|---|
| HARRINGTON GROUP LLP | Auditor | — | — | $0 |
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 | $89,492 | — | — | — | — |
| 2023 | $68,819 | — | $68,819 | — | — |
| 2022 | $55,308 | — | — | — | $55,308 |