Wellvana 401(k) Plan
Sponsored by Wellvana Integration Partners, Llc · EIN 863069354 · Plan #001
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 162
- With balances
- 232
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $13,528 |
| Empower Annuity Insurance Company | Recordkeeping fees | $12,479 |
| Access Retirement Services Llc | Contract administrator | $11,418 |