Sensei Wellness Holdings Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Sensei Wellness Holdings Inc · EIN 851924973 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 208
- With balances
- 215
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 |
|---|---|---|
| Excel Wealth Management, Llc CRD 299602 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Excel Wealth Management, Llc | Investment advisory (participants) | $12,956 |
| 401 K Generation | Contract administrator | $9,527 |