AUMdb

Welbehealth 401(k) Plan

Sponsored by Welbehealth Llc · EIN 474992647 · Plan #002

Total assets
$39.5M
Net assets
$39.5M
Active participants
1,854
With balances
2,189

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Insurance & Annuity Investment advisory (participants), Recordkeeping fees $190,997
Voya Retirement Advisors, Llc Investment advisory (participants) $7,681
Nfp Retirement Inc Other fees $0