# Welltower INC. 401(k) Plan
Source: https://planprovider.pro/companies/welltower-inc-401k-plan

> Welltower INC.'s 401(k) plan: 651 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Welltower INC.

- **Sponsor EIN:** 341096634

- **Sponsor Address:** 4500 DORR ST, TOLEDO, OH, 436154040

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

- **Total Participants:** 651

- **Total Assets:** $104.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|651|$104.3M|$5.3M|$5.8M|

| 2023|510|$87.5M|$4.6M|$5.0M|

| 2022|481|$70.3M|$4.1M|$4.5M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$18,343|—|$18,343|

| CLIFTONLARSONALLENLLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [CLIFTONLARSONALLENLLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,343

- **Estimated Expense Ratio:** 0.018% 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|-$29,859|$18,343|$1,200|—|—|

| 2023|-$19,155|$15,762|—|—|—|

| 2022|-$19,084|$13,159|—|—|—|

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- [Brookfield Asset Management LLC](https://planprovider.pro/companies/brookfield-asset-management-llc-plan) — 4,793 participants

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