# Wellpath Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wellpath-holdings-inc-401k-plan

> Wellpath Holdings, INC.'s 401(k) plan: 12,377 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wellpath Holdings, INC.

- **Sponsor EIN:** 831316669

- **Sponsor Address:** 6550 CAROTHERS PARKWAY SUITE 500, FRANKLIN, TN, 37067

- **Plan Type:** 401(k)

- **Total Participants:** 12,377

- **Total Assets:** $285.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|12,377|$285.8M|$5.8M|$44.0M|

| 2023|14,314|$255.9M|$3.3M|$39.4M|

| 2022|11,221|$210.4M|$8.6M|$35.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$665,548|—|$665,548|

| CREATIVE PLANNING|CONSULTANT|$52,500|—|$52,500|

| STRATEGIC ADVISORS, INC.|ADVISOR|$24,163|—|$24,163|

| LBMC|ACCOUNTANT/AUDITOR|$17,000|—|$17,000|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CREATIVE PLANNING](https://planprovider.pro/provider/creative-planning) — CONSULTANT

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [LBMC](https://planprovider.pro/provider/lbmc-pc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $759,211

- **Estimated Expense Ratio:** 0.266% 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|$761,461|$24,163|—|$17,000|—|

| 2023|$784,446|$2,370|—|$23,000|—|

| 2022|$547,922|$77,500|$414,619|—|$26,500|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wellpath-holdings-inc-401k-plan)

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