# Wellspace Health 401(k) Plan
Source: https://planprovider.pro/companies/wellspace-health-401k-plan

> Wellspace Health's 401(k) plan: 872 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wellspace Health

- **Sponsor EIN:** 941713704

- **Sponsor Address:** 1500 EXPO PARKWAY, SACRAMENTO, CA, 95815

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

- **Total Participants:** 872

- **Total Assets:** $26.3M

## 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|872|$26.3M|$1.0M|$4.0M|

| 2023|1,013|$20.2M|$803,809|$3.3M|

| 2022|816|$14.8M|$652,694|$2.7M|

## 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|

| ADP, INC.|RECORD KEEPER|$43,549|—|$43,549|

| GALLAGHER BENEFIT SERVICES|CONSULTANT|$27,755|—|$27,755|

| THE L. WARNER COMPANIES, INC|INVESTMENT/FINANCIAL ADVI|$21,835|—|$21,835|

| BFBA LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [GALLAGHER BENEFIT SERVICES](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — CONSULTANT

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $93,139

- **Estimated Expense Ratio:** 0.354% 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|$96,354|$52,804|—|—|—|

| 2023|$69,861|$52,450|—|—|—|

| 2022|$56,502|—|—|—|—|

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