Plan Snapshot
- Plan Sponsor: Wellvana Integration Partners, LLC
- Sponsor EIN: 863069354
- Sponsor Address: 20 BURTON HILLS BLVD., SUITE 100, NASHVILLE, TN, 37215
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 162 | $2.9M | $2,357 | $1.2M |
| 2023 | 199 | $2.5M | $0 | $1.1M |
| 2022 | 121 | $1.2M | $0 | $341,325 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $13,528 | — | $13,528 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $12,479 | — | $12,479 |
| ACCESS RETIREMENT SERVICES LLC | Other Service Provider | $11,418 | — | $11,418 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,425
- Estimated Expense Ratio: 1.286% 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 | $39,399 | — | — | — | — |
| 2023 | $17,112 | — | — | — | — |
| 2022 | — | — | — | — | — |